nvidia, amazon and microsoft Updates

US stock markets have seen significant gains recently, largely propelled by the stellar performance of chip giant Nvidia and robust jobs reports. Nvidia consistently surpassed Wall Street expectations with its earnings, providing a strong boost to investor confidence across the tech sector and broader economy.In its first quarter, Nvidia reported revenue of $26.04 billion and earnings per share of $6.12, far exceeding analyst forecasts. Another recent quarterly report showed total revenues reaching $57 billion, a 62% year-over-year increase, with profit rising 65% to $31.9 billion. The company also projected strong future revenue, including an outlook of around $65 billion for the current quarter. These impressive figures led to surges in the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite, with Nvidia shares climbing more than 5% after some reports.Adding to the positive market sentiment, recent US jobs reports indicated a resilient labor market. For instance, the economy added 272,000 jobs in May and 353,000 jobs in January, both surpassing predictions. The unemployment rate held steady at 3.7% in January, defying expectations of an increase. This combination of strong corporate earnings and a healthy labor market provided a solid foundation for the stock market's advance and offered reassurance about the economy's health.Nvidia's strong results also helped calm lingering concerns about an "AI bubble" on Wall Street. CEO Jensen Huang directly addressed these fears, stating, "We see something very different," and emphasizing that Nvidia excels at every phase of AI. He highlighted "off the charts" demand for the company's AI Blackwell systems, noting that "cloud GPUs are sold out." Demand for Nvidia's new Blackwell lineup is climbing sky-high, estimated to generate over $500 billion between 2025 and 2026, with even older Ampere-generation chips fully sold out. Major corporate buyers like Amazon, Microsoft, and Meta are committed to multi-year AI infrastructure spending, further solidifying demand.While Nvidia dominates, other players in the chip sector also saw positive movement, with rival Advanced Micro Devices (AMD) recording strong gains. In the broader AI software market, smaller companies present a mixed picture. SoundHound AI, specializing in voice recognition, reported a 40% year-over-year revenue increase to $18.8 million and added 15 new enterprise customers. Conversely, C3.ai reported an adjusted loss of $0.37 per share and a 3.5% revenue decline, missing estimates, and is reportedly exploring a potential sale amid financial challenges. Overall, Nvidia's performance underscores the accelerating AI boom and its significant impact on global markets.

Key Takeaways

• Nvidia's first-quarter revenue reached $26.04 billion, significantly surpassing Wall Street expectations.
• Nvidia reported a recent quarterly revenue of $57 billion, a 62% year-over-year increase, with profit rising 65% to $31.9 billion.
• Strong earnings from Nvidia consistently boosted US stock futures and major indices like the Dow, S&P 500, and Nasdaq.
• Robust US jobs reports, including 272,000 jobs added in May and 353,000 in January, reinforced positive market sentiment.
• Nvidia CEO Jensen Huang dismissed "AI bubble" fears, asserting that the company sees sustained demand and excels in all AI phases.
• Demand for Nvidia's AI Blackwell systems is "off the charts," and cloud GPUs are reported as sold out.
• Nvidia projects over $500 billion in Blackwell and Rubin chip revenue between 2025 and 2026.
• Major corporate buyers such as Amazon, Microsoft, and Meta are committed to multi-year AI infrastructure spending.
• Rival Advanced Micro Devices (AMD) also experienced strong gains following Nvidia's positive market impact.
• SoundHound AI saw a 40% revenue increase to $18.8 million, while C3.ai reported a revenue decline and is exploring a potential sale.

Nvidia earnings boost stocks as jobs report nears

US stock futures pointed higher on Thursday, signaling a potential market rebound. This positive movement was largely due to Nvidia's strong earnings report, which surpassed analyst expectations. Nvidia's performance is a key indicator for the tech sector and the broader economy. Investors are now eagerly awaiting the upcoming jobs report for further market direction. The report will offer insights into the health of the labor market and could influence Federal Reserve policy. Dow, S&P 500, and Nasdaq futures all showed gains in pre-market trading.

Stocks rally as Nvidia earnings and jobs report impress

US stocks rallied on Friday, with the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite all posting gains. Nvidia's first-quarter earnings significantly surpassed Wall Street expectations, with revenue of $26.04 billion and earnings per share of $6.12. The company also provided an optimistic outlook for the second quarter. Adding to the positive sentiment, the latest jobs report showed the US economy added 272,000 jobs in May, exceeding forecasts. This combination of strong corporate earnings and a resilient labor market provided a solid foundation for the stock market's advance.

Nvidia earnings and strong jobs report lift stock futures

US stock market futures pointed higher on Friday, with the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite all seeing gains. This positive sentiment was fueled by stellar earnings from chip giant Nvidia. Nvidia reported fourth-quarter earnings per share of $5.16 on revenue of $22.1 billion, exceeding estimates. Additionally, the US Bureau of Labor Statistics reported that the economy added 353,000 jobs in January, far surpassing predictions. The unemployment rate held steady at 3.7%, defying expectations of an increase. These results offered reassurance about the economy's health and corporate profitability.

Market rises on strong Nvidia earnings and jobs report

The stock market experienced a positive start to trading on Friday, with major indices like the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite showing gains. This upward momentum was fueled by strong corporate earnings, especially from tech giant Nvidia. Nvidia, a key player in the artificial intelligence sector, reported earnings that surpassed analyst forecasts, boosting investor confidence. The latest jobs report also indicated a stronger-than-anticipated labor market, with the number of jobs added exceeding projections. This data suggests economic resilience and could influence the Federal Reserve's decisions on interest rates.

Stocks soar as Nvidia earnings and jobs report impress

The Dow Jones Industrial Average, S&P 500, and Nasdaq Composite all experienced significant gains on Friday. This rise was driven by stellar earnings from chipmaker Nvidia and a surprisingly robust jobs report. Nvidia, a dominant player in AI chips, reported earnings that greatly surpassed analyst expectations, boosting the technology sector. The latest jobs report also indicated a stronger-than-expected labor market, with more jobs added than forecast. This combination of positive news created a powerful tailwind for stock prices and fueled investor optimism about the economic outlook.

Nvidia earnings calm AI bubble fears on Wall Street

Nvidia's recent earnings report brought relief to Wall Street, easing concerns about an AI bubble. The company reported $57.01 billion in total revenues, beating investor expectations of $54.9 billion. Sales increased 62% year-over-year, and profit rose 65% year-on-year to $31.9 billion. Nvidia also projected strong fourth-quarter revenue of around $65 billion, higher than analysts' predictions. CEO Jensen Huang addressed the 'AI bubble' talk, stating that Nvidia excels at every phase of AI. This strong performance helped calm investor anxiety and provided positive signals for the broader market.

Nvidia shares climb as strong earnings calm AI bubble fears

Nvidia shares rose more than 5% after its quarterly earnings report, calming investor anxiety about an AI bubble. The chipmaker's revenue jumped 62% to $57 billion in the three months ending October, beating analyst expectations. Data center sales reached $51.2 billion, and the company forecast $65 billion for the current quarter, surpassing Wall Street predictions. CEO Jensen Huang addressed concerns about an AI bubble, stating that Nvidia sees something very different and excels in all AI phases. Nvidia is now the largest stock on Wall Street, having briefly surpassed $5 trillion in value.

Nvidia results and jobs report boost US stocks

Wall Street's main indexes advanced on Thursday, with technology stocks getting a boost. This followed Nvidia's stellar results, which quelled some concerns around an AI bubble. CEO Jensen Huang stated, 'We see something very different,' regarding AI bubble fears. A firm September jobs report also showed signs of a resilient economy. The Dow Jones Industrial Average, S&P 500, and Nasdaq all showed gains. This data suggests the economy is strong and keeps the prospect for further interest rate cuts alive.

Nvidia results and jobs data lift US stock futures

Futures tied to Wall Street's main indexes jumped on Thursday. Nvidia's stellar results quelled some concerns around an AI bubble, boosting technology stocks. Nvidia surged 4.9% in premarket trading after forecasting sales above estimates and surpassing third-quarter revenue expectations. CEO Jensen Huang dismissed AI bubble concerns, saying, 'We see something very different.' A long-awaited jobs report was also in focus, expected to show moderate growth in September. Rival Advanced Micro Devices and other chip-related stocks also recorded strong gains.

Nvidia earnings beat estimates with strong AI chip sales

Nvidia's earnings surpassed estimates due to bumper sales of its AI chips. The report highlights strong demand for Nvidia's products in the artificial intelligence market. This positive financial performance is a key indicator for the tech industry. In other news, the Dutch government suspended its intervention regarding Nexperia. Additionally, Nasdaq and Singapore's SGX will now allow simultaneous joint listings.

Nvidia beats estimates with strong AI chip sales

Nvidia, the world's most valuable publicly traded company, delivered quarterly earnings that surpassed Wall Street forecasts. Revenue jumped 62% to $57 billion, largely driven by surging demand in its data center segment, which saw sales increase 66%. CEO Jensen Huang highlighted "off the charts" demand for the company's AI Blackwell systems and noted that "cloud GPUs are sold out." Nvidia projects revenue of $65.0 billion for the fiscal fourth quarter of 2026, ahead of expectations. These strong results eased investor concerns about potential overvaluation in the AI sector.

Nvidia earnings show AI boom is far from over

Nvidia's blockbuster earnings report showed that the AI boom is still accelerating, not peaking. The company posted $57 billion in revenue, topping Wall Street's $55 billion estimates, with its data center division generating $51 billion. Nvidia also forecast $65 billion in revenue for the fourth quarter, exceeding analysts' expectations. Analysts like Dan Ives called the results a "pop-the-champagne moment" and stated that fears of an AI bubble are "way overstated." CEO Jensen Huang confirmed that "Blackwell sales are off the charts, and cloud GPUs are sold out." Nvidia expects half a trillion dollars in Blackwell and Rubin chip revenue through 2026.

Nvidia earnings show strong AI demand but bubble fears remain

Nvidia's earnings provide clear evidence of sustained AI infrastructure demand, with companies spending serious money on AI transformation. The infrastructure buildout, especially for data centers, shows no signs of cooling off. However, concerns about an "AI market bubble" still linger among analysts. The current AI infrastructure spending is largely speculative, based on anticipated future needs rather than established use cases. Investment patterns show large cloud providers buying aggressively, while smaller enterprises are becoming more selective. Geopolitical factors, such as export restrictions to China, also create artificial scarcity that may inflate demand metrics.

SoundHound and C3.ai AI stock comparison

Investors are increasingly looking at small-cap AI stocks like SoundHound AI (SOUN) and C3.ai (AI). SoundHound specializes in voice recognition and natural language processing, reporting a 40% year-over-year revenue increase to $18.8 million and adding 15 new enterprise customers. H.C. Wainwright analyst Scott Mushkin reiterated a Buy rating on SOUN with an $8.00 price target. In contrast, C3.ai reported an adjusted loss of $0.37 per share and a 3.5% revenue decline, missing analyst estimates. Reuters reported that C3.ai is exploring a potential sale amid financial challenges, leading to several Sell ratings from analysts.

Nvidia AI chips fuel Wall Street's high hopes

Nvidia's blockbuster AI chips are driving Wall Street's high hopes, with BofA Securities raising its earnings forecasts. Demand for Nvidia's new Blackwell lineup is climbing sky-high, estimated to generate over $500 billion between 2025 and 2026. Even Nvidia's older Ampere-generation chips are fully sold out, indicating strong demand from cloud providers. BofA boosted its earnings projections for Nvidia by 5-6% for fiscal 2027 and 2028. Nvidia's shares popped another 3% to $193.25, capping off a steady rally. Global AI investment is expected to reach $4 trillion by the end of the decade, with Nvidia maintaining a dominant lead.

Nvidia earnings boost Bitcoin and calm AI bubble fears

Nvidia's strong $57 billion third-quarter revenue report eased fears of an AI bubble. This positive news helped Bitcoin, which bounced 5% toward $93,000. US spot Bitcoin ETFs also broke a five-day outflow streak, pulling in $75 million. Nvidia CEO Jensen Huang rejected bubble concerns, stating the company powers long-term structural change across computing. He called Nvidia's next quarter "crazy good" and repeated a $500 billion AI-chip bookings forecast through 2026. Major corporate buyers like Amazon, Microsoft, and Meta are committed to multi-year AI infrastructure spending.

Sources

• Stock market today: Dow, S&P 500, Nasdaq futures pop after Nvidia's earnings beat with jobs report on deck
• Stock market today: Dow, S&P 500, Nasdaq pop after Nvidia's earnings beat, jobs report blows past expectations
• Stock market today: Dow, S&P 500, Nasdaq futures pop after Nvidia's earnings beat, jobs report
• Stock market today: Dow, S&P 500, Nasdaq rise after Nvidia earnings beat, jobs report blows past expectations
• Stock market today: Dow, S&P 500, Nasdaq soar after Nvidia earnings beat, jobs report blows past expectations
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• Nvidia lifts Bitcoin price to $92,000 as $57bn earnings pop AI bubble fears