All posts tagged: unchanged

Nvidia Unchanged Despite Big Earnings Beat And Solid Guidance

Nvidia Unchanged Despite Big Earnings Beat And Solid Guidance

As we discussed extensively in our preview, besides the Q1 revenue and guidance ($82BN+ and $90BN whisper respectively), Wall Street was expecting to get more color on the following topics during today’s call and Q&A: Potential for increased shareholder cash returns, Vera Rubin ramp timing (2H 26E), Gross margin durability (~75% amidst continued memory/other cost inflation), Update to the $1 Trillion 25-27 forecast, esp. contribution from LPU racks, CPU and Vera Rubin Ultra, not included before Potential upside from agentic AI to the server CPU business; Competitive landscape changes against Google TPU, agentic CPU, other ASICs.  With that in mind, here is what the world’s biggest company just reported for Q1: Revenue $81.62BN, beating Exp $79.19BN, but a bit light of the $82BN whisper  Adj EPS $1.87, beating Exp $1.76 Adj. Gross Margin 75%, beating Exp. 74.5% Solid all around.  The company’s all-important disclosed Data Center revenue was a record $75.2 billion in Q1, up 21% from the previous quarter and up 92% from a year ago. Nvidia also said that Vera Rubin is on …

Howe says Saudi owners’ desire for success at Newcastle remains unchanged | Football News

Howe says Saudi owners’ desire for success at Newcastle remains unchanged | Football News

PIF said on Thursday that it would cut funding of LIV Golf at the close of the 2026 ​season. Published On 1 May 20261 May 2026 Manager Eddie Howe says that Newcastle United’s Saudi Arabian owners remained as committed as ever to ⁠the club’s success, even ⁠as their Public Investment Fund prepares to cut ties with the LIV Golf series. PIF, which spent more than $5 billion on LIV Golf since it launched in ⁠2022, said on Thursday that it would cut funding at the close of the 2026 season, leaving the breakaway circuit scrambling for new backers. Recommended Stories list of 4 itemsend of list The sovereign wealth fund, chaired by Saudi Crown ⁠Prince Mohammed bin Salman, is involved in several other sports and acquired Newcastle in October 2021. Asked about meeting with PIF this week, Howe told reporters on Friday: “The owners and representatives of PIF were over, and it was constructive, good meetings, and I was a small part of that. “It’s always constructive because ‌they clearly care so much about the …