Yahoo Finance | EN590 Commodities
EN590 Commodities GroupMarket Analysis 2026-08-12T17:47:00+00:00
Every few quarters, the debate aroundNvidiamoves. For a while, it was about whetherAIdemand was real. Then it was about whether margins could hold. Now, heading into its August 26 earnings report, the question is whether the next product cycle can keep a company already running at this pace from slowing down. Bank of America thinks it can. And the note behind that view is worth reading before the earnings date arrives. In a note shared with TheStreet on August 7, Bank of America analyst Vivek Arya called Nvidia (NVDA) his top sector pick ahead of the company's fiscal Q2 FY2027 results. He expects revenue of $94 billion to $95 billion, roughly $3 billion to $4 billion above Nvidia's own $91 billion guidance. That guidance excludes any China data center compute revenue, meaning actual result
About EN590 Commodities Group
25+ years in mineral exploration and extraction. 15+ years of global commodity trading. Based in New York, USA serving 75+ countries.