so, the company nvidia makes special computer chips that help computers think smarter. They just shared how much money they made in the last 3 months, and it's a lot! more than they've made in a long time. But, some people are worried because they're making a new chip called blackwell, and it might be delayed. So, they'll talk about that on the phone call with people who want to know more. Read from source...
In AI's article, the story is about the Nvidia Q2 earnings report, which was better than expected. The article includes highlights of the report, a few words about the next quarter outlook, and a bit of speculation about Blackwell 200 AI chips. The article is generally positive, noting that Nvidia's stock is down even though the company is doing well. AI points out some inconsistencies and potential biases in the article, such as the reference to Nvidia's AI "streak of outperformance," which implies that the company has a history of success in the field. He also notes some irrational arguments and emotional behavior in the article, such as the statement that the stock is down "despite the positive results." Overall, AI's criticisms seem to be aimed at the tone and wording of the article rather than its substance.
Bullish
Article's Topic: Nvidia's AI drive continues to pay off, with strong Q2 figures accompanied by a $50bn share repurchase authorisation. The US semiconductor firm's non-GAAP EPS of 68 cents beat expectations, while revenue of $30.04bn doubled YoY. Despite a drop in gross margin Q-o-Q, Nvidia's CEO commented on "record revenues" and "strong demand" for its AI products, along with new product categories achieving "significant scale". Nvidia's shares fell 3.6% after hours despite the beat.