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May 28, 2026
NVIDIA POSTS EARNINGS RESULTS
NVIDIA has established a prominent position within the artificial intelligence sector, reaching a market capitalization of over $5 trillion to become one of the most valuable publicly traded companies globally. The company’s semiconductor chips are utilized globally across artificial intelligence infrastructure, including cloud computing, language models, and autonomous driving systems. Consequently, NVIDIA’s financial results are closely monitored by market participants as an indicator of broader trends within the technology and semiconductor industries.
NVIDIA again reported results above market expectations, with quarterly revenue surging 85% year-on-year to $81.6 billion while earnings were also better than expected. Data centre revenue climbed 92% to a record $75.2 billion, as demand for AI infrastructure continued strongly. Looking ahead, the company issued forward guidance forecasting approximately $91 billion in revenue for the current quarter, despite ongoing trade and export restrictions. Additionally, the company announced an $80 billion share buyback program. Following the earnings release, several major semiconductor companies—including AMD, Intel, and ARM—saw positive movements in their share prices, reflecting wider market interest.
International trade policy remains a core focus for the company. Following a high-level diplomatic and corporate summit in May attended by US and Chinese officials, corporate leadership continues to engage with regulatory bodies regarding access to the Chinese market.
While NVIDIA maintains a leading position globally, its market share in China for advanced AI chips experienced a sharp decline following the introduction of US export restrictions in 2022. Domestic competitors, including Huawei, have subsequently increased their market share, with NVIDIA leadership noting in late 2025 that its advanced AI market share in China had fallen significantly. However, in recent months, NVIDIA received regulatory approval to supply specific AI chips to approximately 10 major Chinese enterprises, including technology platforms Alibaba and Tencent. Analysts view these developments as a potential avenue for the company to re-engage with the domestic Chinese market, which remains highly valued despite ongoing regulatory hurdles.
NVIDIA has not been resting on its laurels this year. In February the company agreed to invest $30 billion in OpenAI to buy OpenAI stock, with the possibility of the company purchasing up to $100 billion in future. Additionally, the company finalized a $500 million partnership with Corning in May. Wider market sentiment within the technology sector has also been influenced by reported initial public offering (IPO) plans from firms like OpenAI and SpaceX. Over the longer term, NVIDIA’s revenue pipeline remains supported by infrastructure capital commitments from major technology enterprises, including Microsoft, Amazon, and Meta, as they expand their data center capacities.
NVIDIA’s stock price hit fresh record highs during 2026, supported by strong earnings and ongoing optimism particularly related to data centre AI demand. The stock has risen 15% this year, though it has experienced periods of volatility linked to geopolitical tensions and international trade restrictions.
Following the immediate earnings announcement, the stock experienced a short-term price decline, which analysts largely attributed to market profit-taking. However, institutional investment banks, including Bank of America, Wells Fargo, and Goldman Sachs, subsequently revised their price targets upward, citing anticipated mid-term demand for advanced semiconductor hardware.
Conclusion
NVIDIA’s latest financial results demonstrate that capital investment continues to flow into artificial intelligence infrastructure. Sustained demand for AI chips, expanding data center requirements, and forward product guidance have supported the company's operational position within the sector.