Uploaded August 2026 | Updated September 2026, 2 weeks ago
Nvidia Q2 earnings are expected to show revenue of around $91 billion and earnings per share near $2.08, close to double the level of a year ago.
Fiona Cincotta, StoneX Senior Market Analyst, breaks down why a beat is largely assumed and why the guidance line is the number the market is set up around.
She works through what the exclusion of China data center sales does to the read on underlying demand, why guidance crossing the $100 billion revenue level would carry more weight than the quarter itself, and how hyperscaler capital expenditure turns one semiconductor release into a signal for the wider AI trade. Gross margins, expected at around 75 percent, measure whether the AI build out is profitable as well as large.
Discover Actionable Insights with the latest Market Outlook Reports: intel.stonex.com/offer?language=en&campaignId=A908C315-DC62-4F35-AC16-870BB71E84D1&utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_fiona_cincotta&utm_content=share
00:00 - Beat Is Already Priced In
00:43 - China Sales Stripped From Q2
00:56 - Guidance Nears $100 Billion
01:18 - Hyperscaler Capex Under Watch
02:00 - Margins Test AI Profitability
02:32 - Growth Must Justify the Price
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#Nvidia #StoneX #FionaCincotta #Semiconductors
*CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 68% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money. Capital at risk.
Nvidia Q2 earnings are expected to show revenue of around $91 billion and earnings per share near $2.08, close to double the level of a year ago.
Fiona Cincotta, StoneX Senior Market Analyst, breaks down why a beat is largely assumed and why the guidance line is the number the market is set up around.
She works through what the exclusion of China data center sales does to the read on underlying demand, why guidance crossing the $100 billion revenue level would carry more weight than the quarter itself, and how hyperscaler capital expenditure turns one semiconductor release into a signal for the wider AI trade. Gross margins, expected at around 75 percent, measure whether the AI build out is profitable as well as large.
Discover Actionable Insights with the latest Market Outlook Reports: intel.stonex.com/offer?language=en&campaignId=A908C315-DC62-4F35-AC16-870BB71E84D1&utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_fiona_cincotta&utm_content=share
00:00 - Beat Is Already Priced In
00:43 - China Sales Stripped From Q2
00:56 - Guidance Nears $100 Billion
01:18 - Hyperscaler Capex Under Watch
02:00 - Margins Test AI Profitability
02:32 - Growth Must Justify the Price
Like and subscribe for more financial market insights.
#Nvidia #StoneX #FionaCincotta #Semiconductors
*CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 68% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money. Capital at risk.
