Gene Munster(@munster_gene):$NVDA down slightly on gross margin guide of 74% in Oct. Street was at 75.0%. Big picture, the AI growth story is intact. Now have to wait for the call. Besides the margin guide, the numbers looked great. They reported revenue growth of 106% yy, compared to 107% in April (adjusting for China sunset a year ago). The reported growth in July is similar growth rates as April in face of law of large numbers is a win.Street was looking for 95% yy growth in July. Guide was a similar upside that they showed last quarter. Guided up 3%. Last quarter guided the out quarter up 4.3%. That's also a win.

2026.08.26 20:45

$NVDA down slightly on gross margin guide of 74% in Oct. Street was at 75.0%. Big picture, the AI growth story is intact. Now have to wait for the call. Besides the margin guide, the numbers looked great. They reported revenue growth of 106% yy, compared to 107% in April (adjusting for China sunset a year ago). The reported growth in July is similar growth rates as April in face of law of large numbers is a win.Street was looking for 95% yy growth in July. Guide was a similar upside that they showed last quarter. Guided up 3%. Last quarter guided the out quarter up 4.3%. That's also a win.

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