엔비디아, 거시경제 불확실성 속 실적 발표 주목
Zacks Investment Ideas feature highlights: Nvidia
엔비디아의 견고한 매출 가이던스가 다가오는 거시 경제 데이터 발표에 따른 외부 불확실성에도 불구하고 확고한 기반을 제공합니다.
핵심 요약
엔비디아는 $910억 달러 이상의 매출을 보고하며 거시경제 불확실성 속에서 실적을 발표했습니다.
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Original Article
Zacks Investment Ideas feature highlights: Nvidia
Chicago, IL – August 25, 2026 – Today, Zacks Investment Ideas features Nvidia NVDA
Some weeks the market drifts. This is not one of them.
Between Wednesday and Friday, investors will get the Federal Reserve's preferred inflation gauge, a referendum on the AI trade, and the first Jackson Hole address from a new Fed Chair — in that order, and in just over 48 hours.
Each is capable of moving markets on its own. Arriving together, three weeks before a September FOMC meeting, they make this the most consequential stretch of the late summer.
Markets enter it on unsteady footing. All three major averages posted losses last week despite Friday's rebound. More telling, the semiconductors remain in a deep correction off the June highs, in what has morphed into an unusually persistent losing streak for the year's leadership group.
During pre-market trading early Wednesday morning, the Bureau of Economic Analysis will release the July Personal Income and Outlays report, containing core PCE — the inflation measure the Fed actually targets.
Expectations are for grudging progress at best. The consensus calls for headline PCE easing marginally to 3.6% while core holds steady at 3.3%. Neither figure is close to the Fed's 2% objective, and core PCE has been stuck in the low-3% range for months after touching a multi-year high this spring.
Still, much of the headline pressure has been energy-driven, a consequence of the Iran conflict rather than an overheating domestic economy. That doesn't change the fact that the 3.3% core figure is a difficult number for a central bank that has now spent a year explaining why it hasn't reached target. A downside surprise would meaningfully reduce September hike risk. An upside surprise would put a hike squarely back on the table.
Nvidia reports fiscal second-quarter results on Wednesday after the close, and the setup is genuinely fascinating.
The numbers themselves should be spectacular. Management guided to revenues of $91 billion, plus or minus 2%, and the Zacks Consensus Estimate sits at $91.85 billion — a staggering 96.5% increase from the year-ago figure.
On the bottom line, consensus calls for $2.09 per share, revised two cents higher over the past 60 days and implying 99% growth from the $1.05 posted a year ago. Nvidia has surpassed the Zacks Consensus Estimate in each of the trailing four quarters, averaging a 5.5% surprise.