Quick Read

• Nvidia (NVDA) delivered Q1 FY27 revenue of $81.615B (+85% YoY), beating estimates by 3.16%, with Data Center revenue reaching $75.246B (+92% YoY), networking up 199%, and Q2 guided to $91B; 24/7 Wall St. price target is $272.19, implying 21.8% upside.

• A $80B buyback and hyperscaler AI capex commitments across OpenAI, Anthropic, Meta, and Google Cloud lock in multi-year demand as Nvidia ramps its Blackwell 300 and Vera Rubin platforms.

• The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE.

NVIDIA (NASDAQ:NVDA) just delivered one of the most consequential quarters in semiconductor history, and the stock is responding. After a 66.34% one-year run and a fresh post-earnings bid,…