Instant View: Nvidia Q3 revenue forecasts suggest AI trade has more to run

(Reuters) – Since 2023, AI chipset, a dominant power behind the US stock market rally, estimates the third quarter income on Wall Street forecasts on Wednesday.

NVIDIA expects 54 billion dollars or minus 2%revenue in the third quarter or minus 2%in the third quarter. According to the data compiled by LSEG, analysts are compared with an average estimation of $ 53.14 billion.

After the report, the shareholders of the world’s most valuable company fell by 2.4% in the extended transaction and after the report, the knee tremor polished. In 2025, NVDA has won more than one third one and left behind the S&P 500 Index’s rise of approximately 10%day by day.

Thomas Martin, Senior Portfolio Manager, Globalt Investments, Atlanta Georgia

“The general AI trade is still very solid. Nvidia said that demand is really high. So, to the extent you believe that AI trade is still very early.”

“There is nothing to argue that AI trade is over. When you have something new and grow as fast as you are, and all the big capex announcements from hyperskalers prove that we are in the early stages. There is no reason to see that you want to sell it to a large extent.”

Will Rhind, Founder and CEO, Graniteshares

“The market has become so accustomed to NVIDIA, which provides explosion gains and data center growth, and a short thing makes you feel like a disappointment. The modest kidnapping in the data center income reminds that it will slow down at the end of these major growth rates.”

Brian Mulberry, Senior Portfolio Manager, Zacks Investment Management

“Even with this strong performance, the stock fell more than 3% even with this strong performance, including the cost of China’s cost of $ 8 billion.

“We saw this when they had strong financials with Tesla, but ultimately we were slowing down the guidance because it meets the capacity demand that slows down the growth rate.

“Production operations seem to be growing that advanced guidance should be easily solid forward.

David Wagner, Head of Equality, Aptus Capital Advisors

“Negatif hisse senedi tepkisi biraz yanlış bir diz sarsıntısı tepkisi gibi geliyor – şirket, mevcut değerleme için bile 50 milyar dolarlık bir gelir koşusu oranında rehberliğinde hala% 50’nin üzerinde büyüyor – aslında, raporun en iyi kısmının, herhangi bir Çin H20 gelirinin, herhangi bir Çin H20 gelirinin, herhangi bir Çin H20 gelirinin, herhangi bir Çin H20 gelirinin, herhangi bir Çin H20 gelirinin, herhangi bir Çin H20 gelirinin, almayı istedikten emin olarak,% I don’t even see that I would like to buy a 73.5 demand.

Nick Frasse, Product Manager, Vaneck Associates, New York “My package service is that these figures are not unexpected or this reaction is not. Nvidia’s head winds and China, as they understand how better it is to continue to sell to China, as they are more normalized, it seems to be more likely to be eaten. We do not expect to have an incredibly artificial intelligence pivot and we see that they do not have capital expenditures that are vertically integrated.

“We started the Vanck Fable Fables Semiconductor ETF exactly a year ago and Nvidia is the biggest grip in 20.67% of the fund at the moment. These results are relying on us that hyperties have not slowed down and now that the major companies continue to grow, and that this technology allows to increase further.”

Matt Orton, Head of Advisory Solutions, Raymond James Investment Management, Tampa Bay Area

“I think this is the rest of the AI ​​trade and I think there should be a tremendous amount of growth after the dust is settled.”

“For Nvidia, the calibration of more expectations, but the fact that you see such a strong growth, especially in data centers, and the absolute numbers associated only with incoming income, I think all this is a sign that there are many areas to work with the AI ​​Capex story.”

“Mega covers are pushing most of the Capex that Nvidia benefited. But frankly, if Nvidia is still growing, if there is anything, this is just a lot of durability for this (AI) trade, and I think that these hyperskalers can continue to work in any way.”

“Nvidia’s consequences will confirm that we are not only in an AI balloon.”

Dimitri Zabelin, Senior Analyst, AI, Pitchbook, San Francisco, Ca

“Since the beginning of the AI ​​explosion at the end of 2022, the company has greatly eaten its predictions in the data center section with explosive growth.

“As the US hyperscaler continues to expand, Nvidia diversified by turning to the ruling buyers to anchor the next adoption wave, positioning national governments as strategic customers for equipment.

“Pitchbook’s Comp Sheet Analysis also shows that hyper -scale and artificial intelligence infrastructure leaders underline the permanent demand for calculation equipment as governments and businesses increase the purchase of better than comparisons.”

Larry Tentarelli, Chief Technical Strategist, Blue Chip Daily Trend Report

“In the short term, the stock sees some negative tests because they do not exceed the predictions of consensus. Beyond short -term volatility, Nvidia Comparison continues to be the most direct way to invest in artificial intelligence and the theme.

“AI trade has been the greatest driving force of this bull market in the last 30 months, and we expect both AI and Nvidia to continue to lead.

“CEO Jensen Huang’s comments on the conference meeting will be closely watched by the markets, but we will be buyers about NVIDIA’s recent weakness.

Chuck Carlson, Chairman of the Executive Board, Horizon Investment Services, Hammond, Indiana

The results were “good. They weren’t doors-offs, but they weren’t bad. And I think the stock price will be very dependent on what they say to the call for earnings, especially if they give color in China.”

“I think people have been a little disappointed in the data center number, which looks like 5% of sequential growth … And I think people may be looking for a little more on this side.”

“I was not surprised that the stocks after the market fell a little, but especially this year, the power of the stock so far, is not a ton down.”

(Global Finance and Markets are compiled by Breaking News Team)