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Nvidia Beats Estimates With $91B Q2 Revenue

8/22/2026

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Summary

Nvidia Beats Forecast

Nvidia projected Q2 revenue of USD 91 billion, beating the consensus of USD 87.2 billion.
Analysts expect Nvidia’s gross margin to stay around 75 percent, a key valuation metric.
Options markets price a potential 6 percent swing in Nvidia shares after the earnings release.
Institutional investors view Nvidia’s earnings as a proxy for market stability during the upcoming Jackson Hole meeting.

Summary

Warsh Speaks

Fed Governor Kevin Warsh will deliver his first Jackson Hole speech next week.
The Jackson Hole symposium runs August 27-29, and Warsh’s remarks are scheduled for August 22-24.
TD Securities strategist Molly Brooks warned markets could be disappointed if Warsh offers limited guidance.
U.S. 10-year yield was 4.734% and 30-year 5.274%—the highest since 2007—while AI borrowing and Middle East conflict pressure long-term yields.

History

Historical Context

Since its move to Jackson Hole in 1981, the Federal Reserve’s annual symposium has gathered central bankers, academics and journalists to discuss emerging risks. Topics have ranged from 1984 inflation causes to 2018 tech-giant impacts, and by 2025 delegates from 70 countries attend. This legacy of insights shapes today’s market focus on AI earnings and potential Fed signals.

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Nvidia Beats Forecast

Nvidia projected Q2 revenue of USD 91 billion, beating the consensus of USD 87.2 billion.
Analysts expect Nvidia’s gross margin to stay around 75 percent, a key valuation metric.
Options markets price a potential 6 percent swing in Nvidia shares after the earnings release.
Institutional investors view Nvidia’s earnings as a proxy for market stability during the upcoming Jackson Hole meeting.

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