Nvidia Results Impress, But Shares Fall | The Close 8/26/2026
Source: YouTube · Bloomberg Television · published Aug 26, 2026 · 1:42:25
NVIDIA reported Q2 revenue of $96.2 billion, beating estimates, but shares dipped as investors scrutinized guidance and the broader AI investment sustainability 2:15.
Key Takeaways:
• Q2 Revenue hit $96.2B with $89B from Data Centers, while Q3 guidance of $108B+ met but did not exceed high expectations 1:45.
• Analysts note NVIDIA is "sold out" with supply constraints at TSMC limiting near-term upside despite strong demand 1:45.
• Gary Marcus criticized Anthropics' $30T TAM claim as a "fantasy," warning that circular financing and unrealistic projections mask underlying economic risks 2:15.
• Steve Case highlighted a shift toward "high touch" experiences and vertical AI, suggesting the market is moving beyond platform hype to practical application 4:45.
• Meta agreed to a $7.8B settlement regarding teen safety, introducing significant product changes like nighttime restrictions for users under 18 3:20.
The market remains cautious, weighing NVIDIA's dominant fundamentals against fears of margin compression and speculative excess in the AI sector.
Sources:
- 2:15 Discussion on NVIDIA's valuation and AI safety concerns.
- 1:45 Analysis of NVIDIA's earnings expectations and supply constraints.
- 4:45 Steve Case on the future of AI and physical communities.
- 3:20 Details on Meta's settlement and teen safety features.
- 2:15 Gary Marcus on AI market bubbles and fantasy valuations.
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First 800 characters of the transcript
THE ECONOMIC DATA WASN’T
ENOUGH TO MOVE THE MARKETS, BUT MAYBE NVIDIA WILL.
LIVE FROM STUDIO 2 HERE AT BLOOMBERG HEADQUARTER, I’M
ROMAIN BOSTICK. KATIE: WE’RE KICKING YOU OFF TO THE
CLOSING BELL HERE IN NEW YORK ON A DAY WHEN WE HAVE NVIDIA
EARNINGS COMING UP IN JUST ABOUT AN HOUR.
STOCK TRADERS NOT LOOKING TEOPAN A LOT OF RISK.
THE S&P 500 JUST A LITTLE CHANGED.
NVIDIA DOWN ABOUT 1% AS A REMINDER, THE STOCK WAS UP
YESTERDAY. IT’S DOWN ABOUT 6% IN JUST THE
LAST TWO WEEKS. THAT INFLATION DATA THAT WE GOT
FOR P.C.E. WAS IN LINE DO BUT DIDN’T MOVE
MARKETS THAT MUCH. IT DOES HAVE TRADERS PRICING IN
POTENTIALLY A FEDERATE HIKE FOR FEBRUARY.
IT BROUGHT THE DOLLAR UP, THAT BLOOMBERG U.S.
DOLLAR SPOT INDEX AT ONE POINT, TRYING MOST SINCE JULY. ROMAINE:
ABSOLUTELY HERE. AND THE BOOKENDS TO THIS
…