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Nvidia earnings, inflation, and GDP data impact market

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Aug 27, 2026 Nvidia's Valuation Just Hit Lows Not Seen Since 2019, Even as Its … Neutral

Aug 26, 2026 NVIDIA Corporation Q2 Income Rises Bullish

🤖 AI Overview

What happened: Nvidia (NVDA) reported Q2 earnings on August 16, with revenue doubling year-over-year to $96 billion, driven by continued demand for AI systems. Earnings per share grew 120% to $2.46, and the company repurchased $26 billion of its own stock. CEO Jensen Huang believes AI has hit an 'inflection point'. Meanwhile, the U.S. expanded sanctions against Iran on August 17, and the Fed's preferred inflation gauge, core PCE, rose 3.3% annually in July.

Market impact: Nvidia's strong earnings boosted AI stocks, with the AI-focused iShares Robotics and Artificial Intelligence ETF (IRBO) up 2.5% on August 17. However, NVDA stock slipped ahead of the report due to concerns about the AI market and potential slowdown in growth. The U.S. sanctions expansion against Iran added geopolitical risk, while the core PCE inflation data could influence Fed policy.

What to watch next: Nvidia's earnings call on August 17 will provide further insights into AI demand and potential slowdowns. The next PCE inflation data release on September 1 will help gauge the Fed's next move. Additionally, investors await key inflation data on August 18 and earnings from AI bellwether Nvidia on August 24.

AI Overview as of Aug 26, 2026

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First SeenAug 26, 2026

Last UpdatedSep 01, 2026