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AFTER THE PRINT | $NVDA
Beat, $108B Q3 guide, then the call did the work. Cash close -1.6%. After hours flipped to about +3.8% near $218 once Vera Rubin and the $AMZN GPU add hit the tape.
🔹 $NVDA: closed $209.66 -1.59%, last AH ~$217.64 +3.8%. Sales $96.2B +106% YoY. DC $89.0B. Q3 $108B ±2%, zero China DC compute in the guide.
🔹 $AMZN: 2 million $NVDA GPUs into AWS in 2027–2028. That’s the customer line from the call.
🔹 $MU $SNDK: supply commitments jumped to $279B, mostly memory. That’s the squeeze, not a rumor.
🔹 $TSM $AVGO $AMD $SMCI: the usual rack. AH quotes on those are still thin. Don’t fade them on cash prints from before the release.
CFO: Vera Rubin already shipping, fastest ramp in company history, 1 GW ≈ $40B. Non-hyperscale slated for about half of Data Center. CPU revenue seen doubling in FY28. Groq 3 LPX large-scale this quarter, first stop $NBIS.
$WEAT #Wheat futures price target 850-1000 q4
Sources say added tensions in the black and straight of hormuz adding strain to shipping outflows combined with refineries shutting down for maintenance in the usa along side fertilizer prices call for higher prices
$WEAT #Wheat futures price target 850-1000 q4
Sources say added tensions in the black and straight of hormuz adding strain to shipping outflows combined with refineries shutting down for maintenance in the usa along side fertilizer prices call for higher prices
$LMT
U.S. defense contractor Lockheed Martin shares rose to an intraday high, up 2.4%.
Ukrainian telecom Kyivstar Group shares fell 3.5% to an intraday low.