Nvidia has some ‘major GeForce Now news.'
Nvidia is returning to Gamescom this week and it's holding a 'community update' stream today that promises new GeForce features, some 'major GeForce Now news,' and the chance to see some 'highly anticipated PC games.' No new hardware will be announced, though. Nvidia's stream kicks off at at 12PM PT / 3PM ET on YouTube and Twitch. Follow topics and authors from this story to see more like this in your personalized homepage feed and to receive email updates. Tom Warren Posts from this author will be added to your daily email digest and your homepage feed. See All by Tom Warren
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Yahoo
an hour ago
- Yahoo
Should You Buy Nvidia Stock Before Aug. 27?
Key Points Nvidia has the majority share of the lucrative GPU market. Major computing companies will continue to buy Nvidia's products. Nvidia reports earnings on Aug. 27. 10 stocks we like better than Nvidia › Nividia (NASDAQ: NVDA) appears set for a big month. The semiconductor company, whose graphics processing units (GPUs) power data centers and large language models to make artificial intelligence (AI) and machine learning (ML) possible, is reporting its second-quarter fiscal 2026 earnings results after the closing bell on Aug. 27. Investors should be pleased to know that all signs point to another solid earnings report. Particularly when it's not hindered by tariff fears, Nvidia has a history of seeing its stock jump following a positive report. Let's take a closer look at what is to be expected from Nvidia -- and why investors who have the stock will likely be richer afterward. Why you should expect a solid earnings report Nvidia has an overwhelming market share in the GPU market, with recent estimates indicating that it has a 92% piece of the business. These GPUs are designed to work collectively, so when a data center customer buys hundreds and links them together, they can work faster and more powerfully, running top-of-the-line platforms with generative AI. Some of Nvidia's biggest customers have already announced plans to increase their data center spending even more. Meta Platforms is adding $30 billion this year to its capital expenditures (capex) to a level between $66 billion and $72 billion. Alphabet says it will increase its capex guidance for 2025 from $75 billion to $85 billion. And Microsoft says that it will increase its spending in 2026, although it won't be as rapid as it was for the 2025 fiscal year, which ended June 30, 2025. Analysts surveyed at Yahoo! Finance forecast Nvidia revenue in Q2 to be $45.75 billion (at the midpoint) versus $30.04 billion a year ago, and earnings per share (EPS) of $1.00 versus $0.68 in the same quarter a year ago. That represents a 52% gain on revenue and a 47% improvement in EPS if the forecasts are correct. In addition, investors hope to get more details from Nvidia about a reported deal it made with the White House to allow it to sell its valuable H20 AI chips in China. The company was forced to take a $4.5 billion charge against earnings in Q1 because it was blocked from selling the high-performance chips. The company recently announced that the Trump administration agreed to let it restart sales. The deal would allow Nvidia and Advanced Micro Devices to sell their chips in China, with 15% of the revenue going to the U.S. government. But no additional details on how the deal would work have been released since. Nvidia is likely to get questions from analysts about the deal and how it might affect guidance for the rest of the 2026 fiscal year. How Nvidia stock moves after earnings To get a better idea of what to expect from the post-report market, it pays to see what the stock did following the last several earnings reports. Period Revenue Revenue Growth (YOY) EPS EPS Growth (YOY) 90-Day Stock Performance* Q1 2026 $44.1 billion 69% $0.76 27% 23.9%* Q4 2025 $39.3 billion 78% $0.89 82% (7.1%) Q3 2025 $35.1 billion 94% $0.78 111% (13.2%) Q2 2025 $30.0 billion 122% $0.67 168% 16.1% Source: Nvidia. Note: Q1 2026 was released May 28, 2025; Q4 2025 was released Feb. 26, 2025; Q3 2025 was released Nov. 20, 2024; Q2 2025 was released Aug. 28, 2024. * Stock performance is for the 90 days following the report's release, except Q1 2026, which is performance only through Aug. 13, 2025. YOY = Year over year. Two things stand out here: First, Nvidia is remarkably consistent in adding roughly $5 billion in new revenue each quarter. While the year-over-year increase in growth is reduced, that's only because each quarter Nvidia faces more challenging comparable numbers. That's not a serious problem to have, so if I see a report that says "Nvidia's growth is slowing," that's not something I'm going to stress about as an investor. Second, Nvidia's post-market performance appears to be solid. There are two quarters in the last calendar year where the stock dropped, but that was entirely because of the tariff and trade war battles being fought between Washington and the rest of the world. The demand for Nvidia chips isn't going away, and as long as the government doesn't interfere, Nvidia's performance should be solid. That's why the company's news that it will be allowed to sell its H20 chips in China -- followed by the separate White House statement -- is so important to Nvidia stock, and it's one of the reasons why Nvidia currently has a market capitalization of $4.4 trillion. I am confident that Nvidia will have a solid quarter, particularly with major tech companies increasing their capex spending and expanding their data centers. And now that the H20 sales to China appear to have a green light, we should expect a more-than-respectable report from Nvidia on Aug. 27. I recommend buying the shares before the report date and holding them for a long time. Should you invest $1,000 in Nvidia right now? Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Nvidia wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $668,155!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,106,071!* Now, it's worth noting Stock Advisor's total average return is 1,070% — a market-crushing outperformance compared to 184% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 13, 2025 Patrick Sanders has positions in Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Meta Platforms, Microsoft, and Nvidia. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Should You Buy Nvidia Stock Before Aug. 27? was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Wire
an hour ago
- Business Wire
Woodchuck to Be Featured on 'Advancements with Ted Danson' on Bloomberg TV
GRAND RAPIDS, Mich.--(BUSINESS WIRE)--Woodchuck, the AI-powered climate-tech startup redefining how construction and manufacturing industries handle wood waste, is excited to announce its upcoming feature on the award-winning television series Advancements with Ted Danson. The episode will air on Saturday, August 30th at 8:00 PM ET on Bloomberg TV. 'Our goal is to empower contractors, manufacturers, and biomass energy producers by streamlining wood waste diversion and processing. We are committed to transforming waste into value, reducing costs and reducing landfill usage." Share Hosted by renowned actor and environmental advocate Ted Danson, Advancements explores cutting-edge solutions across industries and showcases the people and technologies driving progress in sustainability, health, education, and more. In this upcoming episode, viewers will get an inside look at how Woodchuck is addressing one of construction's most overlooked environmental problems—wood waste. The segment will highlight how Woodchuck's AI-powered platform is helping contractors, manufacturers, and municipalities keep reusable wood out of landfills and convert it into clean, renewable energy. The company's innovative approach combines computer vision, smart logistics, and data-driven decision-making to recover valuable materials that would otherwise go to waste. 'Our goal is to empower contractors, manufacturers, and biomass energy producers by streamlining wood waste diversion and processing. We are committed to transforming waste into value, reducing costs, reducing landfill usage, and providing a steady, sustainable supply of biomass,' said Todd Thomas, CEO of Woodchuck. 'We're honored to share our story on Advancements and showcase how technology can play a leading role in solving the climate crisis.' Tune in to Bloomberg TV on August 30th to see how Woodchuck is building a cleaner future—one 2x4 at a time. For more information about Woodchuck, visit About Woodchuck Woodchuck is a climate impact start-up dedicated to empowering contractors, manufacturers, and biomass energy producers by streamlining wood waste diversion and processing. We are committed to leveraging advanced AI technologies to transform waste into valuable resources, reduce landfill usage, and provide a steady, sustainable supply of biomass. Based in Grand Rapids, Michigan, Woodchuck is funded by an investor syndicate led by Mason Fink, Beckett Industries, NorthStar Clean Energy and High Alpha Innovation. For more information, visit
CNBC
an hour ago
- CNBC
Stanley Druckenmiller ramps up health-care stock exposure, gets back into Microsoft
Billionaire investor Stanley Druckenmiller 's top three biggest holdings at the end of June were all health-care stocks and he also invested back into one of his favorite artificial intelligence plays, Microsoft , according to a regulatory filing. The former lead portfolio manager for George Soros' Quantum Fund, who now runs his own Duquesne Family Office, hiked his stakes in Teva Pharmaceutical and biopharmaceutical company Insmed last quarter, making them his fund's second and third largest holdings, the filing showed. Clinical genetic testing company Natera remained Druckenmiller's top bet, worth more than half a billion at the end of June. The legendary investor, who has never had a down year in the markets, took a $100 million stake in Microsoft in the second quarter, after exiting the tech position in the third quarter of 2024. Druckenmiller was applauded for his big win on key AI player Nvidia in 2022 as he was one of the earliest investors to see the potential in the burgeoning industry, comparing the power of AI to the internet. He once called Nvidia and Microsoft his favored names to play the theme. However, he exited the winning bet last year, later admitting it was a "big mistake" as Jensen Huang's company continued its rally. Still, Microsoft is outperforming the market again this year, up 22% year to date. The stock topped a $4 trillion market cap on July 30 for the first time ever. Druckenmiller shot to fame after helping make a $10 billion bet against the British pound in 1992. He later oversaw $12 billion as president of Duquesne Capital Management before closing his firm in 2010.
