Latest US Stock Market News – $NVDA shares rose 2% on July 27, 2025, fueled by robust demand for its AI-focused GPUs, with analysts projecting strong Q2 2025 earnings due on August 27. The chipmaker’s data center segment, which generated $26.3 billion in Q1, is expected to hit $29.1 billion, driven by Hopper GPUs and the ramp-up of Blackwell NVL72 systems, per Visible Alpha.
Despite a $4.5 billion H20 inventory charge from China export restrictions, $NVDA guided Q2 revenue to $33.1 billion, beating estimates by $1 billion. The stock, up 120% in 2024, trades at a forward P/E of 35, reflecting its 80% AI chip market share.
Tariff risks on imported components could pressure margins, but $NVDA’s $60 billion U.S. chip investment mitigates exposure. The broader market, with 86% of S&P 500 firms beating Q2 earnings, supports optimism.
$NVDA’s role in AI Stocks and Semiconductors intersects with $AAPL, which uses $NVDA GPUs for AI training, though $AAPL’s in-house chips reduce direct reliance. Investors should monitor $NVDA’s earnings call for updates on Blackwell production and data center growth, as delays could spark volatility.
Compared to $AMD, $NVDA’s dominance in AI infrastructure ensures resilience, with $30 billion in cash reserves supporting R&D. The stock’s gain reflects AI adoption across industries, from healthcare to autonomous vehicles, making $NVDA a cornerstone for investors eyeing AI-driven growth.
