NVIDIA Corp
No SEC Form 4 filings for $NVDA in the last 30 days.
Nvidia reported May 20 results for its fiscal Q1 2027 (ended April 26), beating revenue and earnings and issuing strong Q2 guidance, though the market reaction was muted. The company said revenue rose sequentially for 14 straight quarters, including a $13.5 billion increase this time. Nvidia’s CFO Colette Kress cited $1 trillion hyperscale capex by 2027 and $3–$4 trillion AI infrastructure spending by decade end.
Nvidia reported quarterly revenue of $81 billion, up 85%, and GAAP net income of $58 billion, up 211%, reaching record levels, after more than $215 billion in revenue in the prior full year. In an earnings call, CEO Jensen Huang said a new growth driver, “Vera,” would be more successful than Blackwell/Grace. Nvidia expects to ship Vera Rubin systems in Q3 and targets $20 billion in CPU revenue this year.
The S&P 500 closed higher for 8 straight weeks and hit an all-time high, up about 18% from March lows and ~56% from April 2025 “Liberation Day” lows, according to the article. Apple reached record highs (market cap ~$4.55T) and Nvidia’s earnings/forecast were strong but shares fell. Semiconductors (SOXX) hit records. The piece links recent equity swings to rising then falling bond yields amid the Iran conflict and notes Walmart’s Q1 showed weaker spending by lower-income consumers.
