Forget Nvidia: AMD Might Close the Gap Faster Than Anyone on Wall Street Expects

NVIDIA reported 85.23% revenue growth last quarter and guided to $91B for the next period, reinforcing momentum behind the AI buildout. The scale of growth versus the upcoming $91B outlook is strongly supportive for NVDA’s earnings trajectory. Overall, this is a bullish catalyst likely to move the stock and help sustain broader AI-equity sentiment.

Analysis

NVIDIA reported 85.23% revenue growth last quarter and guided to $91B for the next period, reinforcing momentum behind the AI buildout. The scale of growth versus the upcoming $91B outlook is strongly supportive for NVDA’s earnings trajectory. Overall, this is a bullish catalyst likely to move the stock and help sustain broader AI-equity sentiment.