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2026-08-26

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Middle East Tensions Persist as US-Iran Rivalry and Strait Developments Draw Attention

08-27 06:13

Tracking progress on Middle East conflicts, shipping through the Strait of Hormuz, and US-Iran diplomatic maneuvering. Trump stated that 10 million barrels of oil flowed through the strait yesterday. The US does not currently plan new military strikes against Iran, as multiple countries work to ease tensions through diplomatic channels.

NVIDIA Rarely Provides Early Guidance for Fiscal 2028 Revenue Growth of Approximately 70%

08-27 05:52

NVIDIA announced better-than-expected second-quarter earnings after hours and, unusually, issued advance fiscal-year performance guidance. The company projects FY2028 revenue to increase by roughly 70%, significantly surpassing analysts’ expectations of 44%, with actual growth likely to be even higher given ongoing supply constraints.

NVIDIA CFO expects FY2028 revenue to increase by approximately 70%.

08-27 05:10

NVIDIA's Chief Financial Officer released earnings guidance, projecting approximately 70% year-over-year revenue growth for the company in fiscal year 2028. This forecast provides the market with a clear reference for long-term financial expectations.

NVIDIA and AWS plan to deploy an additional 2 million GPUs between 2027 and 2028.

08-27 05:10

NVIDIA CFO announced that the company will deploy an additional 2 million GPUs within AWS's global infrastructure between 2027 and 2028 to strengthen both parties' computing power collaboration.

NVIDIA will hold its earnings call in ten minutes.

08-27 04:56

NVIDIA announced that it will officially hold its earnings call in ten minutes. This financial disclosure will focus on presenting the company's latest performance results and business developments.

NVIDIA Releases $108 Billion Revenue Guidance, Shares Fall 2% in After-Hours Trading

08-27 04:42

NVIDIA expects third-quarter revenue to reach $108 billion, exceeding the average analyst estimate but falling short of some market forecasts. Following the earnings report, its stock dipped approximately 2% in after-hours trading, sparking market concerns over the pace of AI capital expenditure growth and the potential for an industry bubble.