Trump Hails Nvidia's Record Q2 Results as Reports Reveal Over $12M Stake in Chip Giant
Yahoo Finance ·
Nvidia shares surged nearly 9% on Thursday, marking their strongest single-day performance in over four months following a blockbuster second-quarter earnings report. U.S. President Donald Trump took to Truth Social to congratulate CEO Jensen Huang, highlighting the company's revenue more than doubling to $96.2 billion and its projection of 70% growth for fiscal 2028. Beyond his public praise, financial disclosures from July revealed that Trump holds over $12.5 million in Nvidia stock, alongside investments in other technology leaders such as Apple, Alphabet, Microsoft, and Broadcom. During the same period, Trump also commended Micron for committing $10 billion toward new American research laboratories, while Wall Street analysts including those from JPMorgan, Morgan Stanley, and Evercore ISI raised their price targets for NVDA in response to the robust results.
AI 시장 분석
Nvidia reported Q2 revenue of $9.62 billion, more than doubling year-over-year, and projected 70% revenue growth for fiscal year 2028. Following former President Trump's public praise of large-scale investments by Nvidia and Micron, NVDA shares surged about 9% on Thursday. This strong performance dispelled concerns over a slowdown in AI chip demand and significantly improved investment sentiment across semiconductors and big tech.
상승 영향
- Semiconductors — Nvidia reported Q2 revenue of $9.62 billion and projected 70% growth by 2028, proving the sustainability of AI chip demand and driving up share prices of peers like Broadcom.
- AI — Micron's $10 billion R&D facility investment and Nvidia's earnings surprise maximized expectations for the expansion of the domestic artificial intelligence and advanced computing ecosystem.
DYAX 전담 분석
Nvidia's robust Q2 results and the forecast of 70% revenue growth by fiscal year 2028 proved that AI infrastructure investment demand remains solid, directly driving share price gains across the related value chain. During Thursday's session, peer chipmakers such as Broadcom and Intel also recorded concurrent gains.
The bullish scenario could lead to an additional rally in the semiconductor sector if concerns over AI cloud partnerships are resolved and uncertainties surrounding the Federal Reserve's monetary policy ease. The bearish scenario involves the possibility of profit-taking sell-offs driven by reports of halted cloud revenue-sharing programs and deteriorating macroeconomic indicators.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 52% · Bearish (Short) 48%
368 participants
Related News
- NVIDIA Maintains Exceptional Growth Momentum Despite China Exclusion
- Impinj and Broadcom Shares Rally Following Nvidia's Strong Earnings Report
- After Surging 3,110%, Has Sandisk Already Experienced Its Nvidia Moment?
- Michael Burry Secures Massive Gains on Nvidia and Microsoft Call Options
- Tesla Stock Remains Pricey at 330 Times Earnings Despite 30% Drop from Peak
- Asian Markets Rise Ahead of Fed Chief Kevin Warsh Speech at Jackson Hole
