Fast Money Blog- 8/29/25

The biggest story on Wall Street this week was Nvidia’s earnings release.

On Wednesday, August 27th, NVIDIA Corporation (NVDA) released its Q2 2026 earnings with record quarterly revenue of $46.7 billion, up 56% year-over-year. Year-over-year revenue has now exceeded 50% for nine straight quarters, dating back to mid-2023.

How NVDA’s Revenue Broke Down

The company reported Data Center revenue of $41.1 billion, up 56% from a year ago. NVIDIA’s data center business includes GPU-accelerated data centers, AI software, and networking solutions. 

It’s important to note that because of export restrictions on chips to China, NVIDIA said that they sold no H20 chips to China. These H20 chips were custom built for sales to China and could have added $8 billion in Q2 revenue it they had been commercially available during the quarter.  

Recently, CEO Jensen Huang met with President Trump and expects him to give the company the necessary U.S. licenses to ship them to China in the near future. Right now it’s too soon to tell if this will actually come to fruition. 

NVDA’s gaming division, which includes its chips for playing 3D games, grew 49% year-over-year to $4.3 billion.

In addition, the company’s automotive and robotics division reported quarterly revenue growth of 69% to $586 million. Although this segment is only a small part of NVIDIA’s revenue, the company has highlighted it as a growth opportunity.

NVDA’s earnings results illustrate the explosive growth in the AI and data center markets and the dominance that NVDA has in this sector.

Now that NVIDIA’s earnings have been dissected it’s time to turn our attention to trading during Q4. 

As you may know Q4 is generally a high-volatility quarter due to what is referred on Wall Street as “window dressing”. Window dressing is a strategy used by fund managers and companies in order to “dress up” their portfolios. It involves selling off stocks that have underperformed and buying stocks that have performed well during the year.

As always, over the next few weeks I will be guiding through the stock market as it experiences this period of high volatility. 

Tyrone Jackson, The Wealthy Investor