1. Executive Summary: A Strong Report with Complex Market Reactions In my view, NVIDIA’s latest Q2 earnings report reinforces its central role in the ongoing AI wave. Yet, the market reaction reflects a disconnect between fundamentals and investor expectations. The numbers are impressive: revenue reached $46.7 billion, up 56% YoY, and EPS came in at … Continue reading NVIDIA Q2 2025 Earnings Commentary and Industry Outlook →