NVIDIA's revenue doubles, beating expectations; is the AI trade narrative making a comeback?
[Live Stream Summary] NVIDIA reported strong Q2 earnings and revenue guidance that exceeded expectations, driving its stock price up more than 8% on Thursday. Meanwhile, software stocks also drew significant market attention, with Salesforce surging approximately 22% thanks to its impressive results and forward-looking guidance that beat estimates. Today, we will dedicate 30 minutes to focusing on the market outlook.
$Dell Technologies (DELL.US)$$Vertiv Holdings (VRT.US)$$Applied Digital (APLD.US)$$NEBIUS (NBIS.US)$$Super Micro Computer (SMCI.US)$$Arista Networks (ANET.US)$$NVIDIA (NVDA.US)$$Apple (AAPL.US)$$Netflix (NFLX.US)$$Costco (COST.US)$$Amazon (AMZN.US)$$Microsoft (MSFT.US)$$Taiwan Semiconductor (TSM.US)$$ASML Holding (ASML.US)$$Advanced Micro Devices (AMD.US)$$Broadcom (AVGO.US)$$Alphabet-C (GOOG.US)$$Tesla (TSLA.US)$$Palantir (PLTR.US)$$Meta Platforms (META.US)$$Circle (CRCL.US)$$Coinbase (COIN.US)$$Strategy (MSTR.US)$$Coherent (COHR.US)$$Bitmine Immersion Technologies (BMNR.US)$$Marvell Technology (MRVL.US)$$CoreWeave (CRWV.US)$$NEBIUS (NBIS.US)$$GE Vernova (GEV.US)$$First Solar (FSLR.US)$$Vistra Energy (VST.US)$$Powell Industries (POWL.US)$$The Trade Desk (TTD.US)$$MongoDB (MDB.US)$$DigitalOcean (DOCN.US)$$Cloudflare (NET.US)$$Salesforce (CRM.US)$$Semtech (SMTC.US)$$Micron Technology (MU.US)$$SanDisk (SNDK.US)$$Applied Optoelectronics (AAOI.US)$$Astera Labs (ALAB.US)$$Credo Technology (CRDO.US)$$Lumentum (LITE.US)$$Ciena (CIEN.US)$$Coherent (COHR.US)$$Intel (INTC.US)$$Corning (GLW.US)$$Fabrinet (FN.US)$$POET Technologies (POET.US)$$AXT Inc (AXTI.US)$$Credo Technology (CRDO.US)$$Astera Labs (ALAB.US)$$Corning (GLW.US)$$Fabrinet (FN.US)$$Lumen Technologies (LUMN.US)$$POET Technologies (POET.US)$$Amphenol (APH.US)$$Ciena (CIEN.US)$$Taiwan Semiconductor (TSM.US)$$YOFC (06869.HK)$$Broadcom (AVGO.US)$$Marvell Technology (MRVL.US)$$Intel (INTC.US)$$Futu Holdings Ltd (FUTU.US)$$Cisco (CSCO.US)$$Arista Networks (ANET.US)$$Dell Technologies (DELL.US)$$Hewlett Packard Enterprise (HPE.US)$$Amkor Technology (AMKR.US)$$ASE Technology (ASX.US)$$Amphenol (APH.US)$$STMicroelectronics (STM.US)$$United Microelectronics (UMC.US)$$Nokia Oyj (NOK.US)$$Tower Semiconductor (TSEM.US)$$AXT Inc (AXTI.US)$$SkyWater Technology (SKYT.US)$$E-mini NASDAQ 100 Futures (SEP6) (NQmain.US)$$NASDAQ (NASDAQ.US)$$S&P 500 Index (.SPX.US)$$Oracle (ORCL.US)$$Palantir (PLTR.US)$$Cerebras Systems (CBRS.US)$$Moderna (MRNA.US)$
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