$NVDA Nvidia Tape Reports
Per Ticker.id: $NVDA Nvidia Tape Reports — 1068 podcast mentions across 48 podcasts (30 days), latest 2026-08-27 01:14 UTC.
That was Bloomberg's Zoe Tillman. After the bell, Nvidia reported second quarter sales more than doubled from last year to $96.2 billion. But the company's guidance for revenue in the current quarter left some investors underwhelmed. Then later on the call with analysts, Nvidia gave a bullish outlook for sales in fiscal 2028. Here is Bloomberg's Ed Ludlow.
Doug Krisner — Bloomberg News Now · Fed's Cook Rejects Trump Mortgage Fraud Claims, Bullish Nvidia Outlook, More · 2026-08-27Story's changed. It changed in a moment. Nvidia does not typically give annual guidance. You know, this is rare. And so the CFO said that there will be 70% revenue growth in fiscal '28. That's calendar year '27. The Street going into this had consensus of 45% growth. And what Jensen Huang, the CEO, went on to say is that that is revenue growth representative of a supply-constrained environment.
Ed Ludlow — Bloomberg News Now · Fed's Cook Rejects Trump Mortgage Fraud Claims, Bullish Nvidia Outlook, More · 2026-08-27That is Bloomberg's Ed Ludlow. Shares of NVIDIA were up by more than 4% in late U.S. trading. We also heard from Salesforce. The company gave an outlook for strong revenue expansion. Salesforce is promoting Agentforce, its AI tool meant to handle tasks such as customer service without human oversight. And the guidance suggests Salesforce can compete successfully in the AI era. Shares in Salesforce are up 14% in late U.S. trading. CrowdStrike Holdings is forecasting revenue for the full year above estimates. Estimates. The guidance reflects greater demand for cybersecurity in this age of artificial intelligence. Shares in CrowdStrike are up 11% in late trading. Meta Platforms has agreed to pay up to $18 billion as part of a settlement to end a trial over teen social media addiction. This agreement also requires Meta to put new guardrails on its platforms that would include restricting how much time younger people can scroll. California was among many states that sued.
Doug Krisner — Bloomberg News Now · Fed's Cook Rejects Trump Mortgage Fraud Claims, Bullish Nvidia Outlook, More · 2026-08-27Good afternoon, fellow investors. Happy NVIDIA Day to everybody. There's the big news after hours. This is Invest Talk. This is our Forgot to set the stage here. It's August 26th, 2026. And we are here to, as usual, help you become a better investor, give you some insights what's going on in the markets and how to make smarter decisions with your money. We're here to answer your finance and investment questions. And hopefully by the end of this, you will be better prepared for your own situation. Everyone has their own situation that differs slightly, but the fundamentals are the same. And so We're here to instill those fundamentals of smart money management, smart investing to you. Now, just a bit, we'll talk about today's market activity, but first let's answer this first caller question now.
Justin Klein — InvestTalk · Germany's Aging Population and Record Social Spending: A Preview of America's Fiscal Future? · 2026-08-278, 8, 99, 2, 4, 2, 7, 8. So I get through and ask your question on today's show. Let's take a quick look at the market today. It was kind of a mixed bag. We closed negative on all the major indices, but only slightly. So really, uh, a pause day, which doesn't surprise me considering after the bell we had Nvidia earnings. So far Nvidia is up, I think last time I checked, about 4% or so. So decent move, but obviously thin volume. So we'll see where kind of that ends up. Usually you get this type of company fading a little bit as it's like gamma hedging comes off post-earning, post-earnings announcement. But the point is so far kind of a muted reaction overall, but it was— it means it's not shocking to see the market not moving much going into that earnings announcement. The dollar index is up 0.3% on the day. Gold down 0.9%, definitely a pullback there. Same with silver, down about 1%. Bitcoin down 0.6% on the day. WTI crude was down 0.2%, but was choppy, closed more near session highs than the lows as the Russia-Ukraine talks look to be ending, the peace talks, and there could be escalation on that front. So there's definitely Uh, some worries there. You had July core PCE increased 0.2% and annualized held at 3.3%. That's kind of where headline inflation is right now, about 3, 3.2, 3.3%. That's up from 3.2% expected, so slightly worse than expected from that standpoint. Personal spending rose 0.2%, which is higher than the 0.1% expectation but down from June's number of 0.3%. Personal income up 0.4%, better than 0.2 expected as well. So that was on the economic front, kind of a mixed bag there. Higher prices, but also higher earnings and higher spending. What else did we get? Anything else? I think that was about it. Kind of a bit of a boring day overall. But now let's pivot over to, what are we going to go to? Oh, we're going to go to a Question that came in via our website says, I'm interested in potentially risk— in a potentially risky and undervalued gold mining company. Is Sabanye a good investment opportunity? So this one's interesting. This is SBSW, SBSW. That is out of South Africa. It's a name that's been around a long time.
Justin Klein — InvestTalk · Germany's Aging Population and Record Social Spending: A Preview of America's Fiscal Future? · 2026-08-27News when you want it with Bloomberg News Now. I'm Doug Krizner. Fed Governor Lisa Cook is denying any wrongdoing and vowing to fight President Trump's attempt to oust her from the Fed for cause. Now, President Trump's letter to Cook of August 5th gave her until today to respond to accusations that she committed mortgage fraud. After the bell, Nvidia reported second quarter sales more than doubled from last year to $96.2 billion. But the company's guidance for revenue in the current quarter left some investors underwhelmed. Then later on the call with analysts, Nvidia gave a bullish outlook for sales in fiscal 2028. Here is Bloomberg's Ed Ludlow.
Doug Krisner — Bloomberg News Now · Fed's Cook Denies Wrongdoing, Nvidia on AI Demand, More · 2026-08-27Story's changed. It changed in a moment. Nvidia does not typically give annual guidance. You know, this is rare. And so the CFO said that there will be 70% revenue growth in fiscal '28. That's calendar year '27. The Street going into this had consensus of 45% growth. And what Jensen Huang, the CEO, went on to say is that that is revenue growth representative of a supply-constrained environment.
Ed Ludlow — Bloomberg News Now · Fed's Cook Denies Wrongdoing, Nvidia on AI Demand, More · 2026-08-27That is Bloomberg's Ed Ludlow. Shares of NVIDIA were up by more than 4% in late U.S. trading. We also heard from Salesforce. The company gave an outlook for strong revenue expansion. Salesforce is promoting Agentforce, its AI tool meant to handle tasks such as customer service without human oversight. And the guidance suggests Salesforce can compete successfully in the AI era. Shares in Salesforce are up 14% in late U.S. trading. CrowdStrike Holdings is forecasting revenue for the full year above estimates The guidance reflects greater demand for cybersecurity in this age of artificial intelligence. Shares in CrowdStrike are up 11% in late trading. Meta Platforms has agreed to pay up to $18 billion as part of a settlement to end a trial over teen social media addiction. This agreement also requires Meta to put new guardrails on its platforms that would include restricting how much time younger people can scroll. California was among many states that sued. Here is California State AG Rob This is a significant victory for families across the country, for parents, for children, uh, for those who are suffering in silence and those who are suffering in public. At the same time, Meta Chief Legal Officer CJ Mahoney is calling on other social media platforms to put similar measures in place. This framework will only work if all our peers join us. Because teens move fluidly across dozens of apps, We need an industry-wide solution. We therefore call on our industry peers, TikTok and YouTube, to implement this new framework right away. A judge still needs to sign off on this agreement. Shares in Meta today up 1%. Russia is preparing to escalate its attacks on Ukraine. This decision comes after Moscow determined negotiations for a peace deal have reached a dead end. We are told the escalation in strikes by Ukraine has led many Russian officials to suspect President Vladimir Putin could eventually to use tactical nuclear weapons as a last resort. Here is Bloomberg's Jennifer Welch.
Doug Krisner — Bloomberg News Now · Fed's Cook Denies Wrongdoing, Nvidia on AI Demand, More · 2026-08-27