U.S. semiconductor giant NVIDIA announced results for May-July 2026, with revenue doubling year on year on strong AI demand. Some believe soaring memory prices could put pressure on margins, and the stock moved again after after-hours trading.
U.S. semiconductor giant NVIDIA released its results for May-July 2026 on the 26th. The company indicated that revenue was expected to have increased significantly from the same period a year earlier, supported by strong AI demand.
After the earnings announcement, the stock initially fell in after-hours trading before rising again, as the market gauged the results. U.S. market participants commented on the key points of the earnings and potential risk factors ahead.
One concern raised was when the current AI investment cycle would peak, with attention focused on future investment trends and the trajectory of demand.