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Reviewed Oct 9, 2026
Our assessmentAssessment: annual growth remains very large while the sequential rate is far slower, and gross margin was roughly flat sequentially as Blackwell stayed the vast majority of revenue.
What to watchNext quarterly report for whether sequential revenue growth and the 75.0% gross margin hold.
Reviewed Oct 9, 2026
Our assessmentAssessment: rapid top-line expansion plus a raised full-year outlook suggests demand momentum, though the guidance figure is company guidance rather than reported results.
What to watchNext quarterly report for actual revenue versus the 82% FY 2026 guidance and any further guidance revision.
Reviewed Oct 9, 2026
Our assessmentAssessment: the AI-oriented Data Center segment is now the main driver of both revenue growth and profitability, so its trajectory likely matters most to overall results.
What to watchNext quarterly Data Center revenue and segment operating income, and any update on MI350/MI450 ramp timing.
See what happened, explore our assessment, and check what to watch against the original evidence.
Price rose 5.6% over the last 20 trading sessions.
Prices through Oct 8, 2026Next quarterly report for whether sequential revenue growth and the 75.0% gross margin hold.
NVIDIA reported revenue of $96.2 billion for the quarter ended July 26, 2026, up 18% sequentially and 106% from a year ago, with GAAP and non-GAAP gross margins both 75.0%.
WHY IT MATTERSAssessment: annual growth remains very large while the sequential rate is far slower, and gross margin was roughly flat sequentially as Blackwell stayed the vast majority of revenue.
Whether commitments keep rising and whether management reports easing supply constraints or new inventory charges.
NVIDIA states it increased supply and capacity commitments from $119 billion last quarter to $279 billion as of July 26, 2026, and that it is currently experiencing certain supply constraints while shipping both Blackwell and Rubin systems.
WHY IT MATTERSAssessment: the larger commitment base supports planned volume but raises the cost of a demand shortfall, and management itself flags possible delays, revenue volatility and inventory provisions.
Deal terms, regulatory review and expected closing date in later filings.
On September 2, 2026, NVIDIA entered into a definitive agreement to acquire Hugging Face, Inc., which operates a platform and community for developing, sharing and deploying open-source models, datasets and applications.
WHY IT MATTERSAssessment: the filing discloses the agreement but no price, financing or closing conditions, so the financial and competitive effect cannot yet be judged.
AI-assisted assessment · Possible influences, not proven explanations of price moves. Dates and original sources are retained.
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The consumer price index rose 3.7% year over year in September, above the 3.6% Dow Jones consensus forecast, with gasoline and energy prices cited as drivers; the 10-year Treasury yield jumped after the reading.
Iran has escalated strikes on commercial ships in the Strait of Hormuz, a container ship sank, and Saudi officials said Aramco facilities were attacked; oil prices rose on supply-disruption worries.
NVDAPLTRAMDThree stocks worth watching, every day. Our AI connects market news, company developments and price trends to show you what deserves attention, why it matters and what to watch next.
UnitedHealth Group Inc
Watch whether UNH can build on the Q3 beat and raised guidance; it closed 0.4% below its 20-session closing high as of 2026-10-13.
If the raised full-year outlook is withdrawn or medical cost trends reverse, the turnaround thesis would weaken.
7-day review window · From 2026-10-14 to 2026-10-21 (calendar days)
Microsoft Corp
Watch for follow-up disclosure on data center lease commitments and whether MSFT holds at its 20-session closing high (0.0% below as of 2026-10-13).
If the data center lease commitments are revised lower or AI infrastructure spending decelerates, the catalyst would weaken.
7-day review window · From 2026-10-14 to 2026-10-21 (calendar days)
Visa Inc
Watch for details on the China approval and whether V sustains its position at the 20-session closing high (0.0% below as of 2026-10-12).
If the China approval is revoked or Visa's domestic card services preparation stalls, the market-opening catalyst would weaken.
7-day review window · From 2026-10-14 to 2026-10-21 (calendar days)
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The AI buildout
Explore themeCompute and memory
Explore themePowering demand
Explore themeA new era of systems
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