$NVDA Earnings Watch: A Yahoo Finance special report on Nvidia's high-stakes earnings Shenzhen - Delayed Quote • CNY Anshan Hifichem Co., Ltd. (300758.SZ) Follow Add holdings 16.04 +0.22 +(1.39%) At close: 3:04:10 PM GMT+8 Related News Nvidia beats on Q1 revenue, says it expects an additional $8 billion charge on H20 losses in Q2 Nvidia reported its fiscal first quarter earnings after the bell Wednesday. Salesforce stock gets lift on Q1 beat, full-year outlook Releasing quarterly results after Wednesday's closing bell, Salesforce (CRM) posted first quarter revenue of $9.83 billion (vs. estimates of $9.75 billion) and adjusted earnings of $2.58 per share (vs. estimates of $2.44 per share). Salesforce shares are getting a lift in extended hours trading on this positive earnings news. Julie Hyman and Josh Lipton dive deeper into Salesforce's performance, including comments from CEO Marc Benioff, the cloud developer's positive full-year outlook, and the company's position in the AI trade. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here. US chip designers ordered by Trump to stop selling to China: FT US companies that create software to help design chips, such as Synopsys (SNPS) and Cadence Design Systems (CDNS), have been ordered by the Commerce Department to stop selling their services to China, according to a report from the Financial Times. Market Domination Anchors Julie Hyman and Josh Lipton report the details in the video above. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. Utility sector slips, Joby stock jumps, Freshpet downgrade Here are some of the stories Wall Street is watching on Wednesday, May 28. Utility stocks (XLU) are slipping on concerns about higher interest rates. Joby Aviation (JOBY) shares are soaring after closing a $250 million investment from Toyota. Freshpet (FRPT) was downgraded to Hold from Buy at TD Cowen. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute. Okta falls on guidance, Vail Resorts upgrade: Trending Tickers Okta (OKTA) stock is falling in Wednesday's trading session after sharing disappointing guidance, despite topping first quarter earnings estimates. Shares of Vail Resorts (MTN) were upgraded to Neutral by JPMorgan analysts on the return of the company's former CEO Rob Katz. To watch more expert insights and analysis on the latest market action, check out more Wealth here. Honeywell, Joby, Fannie Mae & Freddie Mac: Trending Tickers Honeywell (HON) adds Elliott Investment Management's Marc Steinberg to its board, according to the Wall Street Journal, ahead of the company's plans to split into three separate entities. Electric vertical take-off and landing — or eVTOL — developer Joby Aviation (JOBY) receives the first $250 million of Toyota's (TM, 7203.T) $500 million investment. Also watch Yahoo Finance's interview with Joby Aviation CEO JoeBen Bevirt from October 2024. President Trump says he plans to take US mortgage lenders Freddie Mac (FMCC) and Fannie Mae (FNMA) public, affirming that he will keep government guarantees. Catch Whalen Global Advisors Chairman Chris Whalen weigh in on the restructuring these two firms may need to see from the Trump administration for successful public spin-offs. To watch more expert insights and analysis on the latest market action, check out more Catalysts here. Nvidia’s earnings call must deliver on 3 things or else Nvidia will report its first-quarter results for fiscal year 2026 after the market closes on May 28. Despite slowing sales, analysts expect positive results for EPS and revenue. This earnings report is about more than just Nvidia; it’s a bellwether for the AI boom as a whole, which is showing signs of abatement. Yahoo Finance Executive Editor and host of the Opening Bid podcast, Brian Sozzi, breaks down the top three things investors should watch for during Nvidia's earnings call. Nvidia earnings, Macy's & Dick's, Starship launch: 3 Things US stock futures (ES=F, NQ=F, YM=F) are mixed Wednesday morning as Wall Street awaits Nvidia's (NVDA) first quarter earnings release to come after today's market close. Catch Yahoo Finance's coverage of how the chip stock historically reacts to earnings and the areas that mattered the most for the semiconductor giant. Department store Macy's (M) came out on top this quarter, edging past Wall Street revenue and earnings estimates. Sports retailer Dick's Sporting Goods (DKS) also sees a stock boost in Wednesday's pre-market trading after maintaining its profit forecast amid its deal to acquire Foot Locker (FL). Elon Musk's SpaceX faces a new setback after its Starship rocket lost control in its latest test flight on Tuesday, May 27. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. Trust the process, not the pitch You can catch Trader Talk on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. In the latest episode of Trader Talk, Kenny Polcari sits down with Chris Versace, chief investment officer at Tematica Research, to discuss how thematic investing can help navigate today’s volatile markets. Versace shares insights into identifying structural changes like AI, digital infrastructure, and sustainability, as well as building portfolios aligned with these long-term trends. They also touch on the recent rebound in tech, rising trade tensions, and shifting earnings expectations, concluding that clear strategies and adaptability are key to success in uncertain times. Watch more episodes of Trader Talk here. Trader Talk with Kenny Polcari on Yahoo Finance delivers expert analysis and actionable insights, empowering you to navigate market volatility and secure your financial future. This post was written by Langston Sessoms. Why Nvidia's next moves have investors watching closely Demand for Nvidia's (NVDA) new Blackwell chips is building, and cloud giants are still spending. Patrick Moorhead, founder, CEO, and chief analyst at Moor Insights & Strategy, joins Asking for a Trend to break down why investors are watching this next phase closely. To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend here. Nvidia overcomes tariff-driven turbulence to deliver results that eclipsed analyst projections Artificial intelligence technology bellwether Nvidia overcame a wave of tariff-driven turbulence to deliver another quarter of robust growth amid feverish demand for its high-powered chips that are making computers seem more human. The results announced Wednesday for the February-April period came against a backdrop of President Donald Trump’s on-again, off-again trade war that has whipsawed Nvidia and other Big Tech companies that have been riding AI mania to propel both their revenue and stock prices increasingly higher. Nvidia earned $18.8 billion, or 76 cents per share, for the period, a 26% increase from the same time last year. Nvidia overcomes tariff-driven turbulence to deliver first-quarter results that eclipsed analyst projections Nvidia overcomes tariff-driven turbulence to deliver first-quarter results that eclipsed analyst projections. Nvidia (NASDAQ:NVDA) Q1 Sales Beat Estimates But Quarterly Revenue Guidance Misses Expectations Leading designer of graphics chips Nvidia (NASDAQ:NVDA) reported Q1 CY2025 results exceeding the market’s revenue expectations, with sales up 69.2% year on year to $44.06 billion. On the other hand, next quarter’s revenue guidance of $45 billion was less impressive, coming in 1.6% below analysts’ estimates. Its non-GAAP profit of $0.81 per share was 8% above analysts’ consensus estimates. Nvidia: Fiscal Q1 Earnings Snapshot SANTA CLARA, Calif. AP) — Nvidia Corp. NVDA) on Wednesday reported fiscal first-quarter profit of $18.77 billion. Salesforce Stock Climbs on Strong Earnings, Raised Full-Year Forecast Salesforce reported quarterly earnings that exceeded analysts’ expectations and lifted its full-year outlook. Nvidia forecasts second-quarter revenue below estimates The stock is relatively flat so far this year, compared with the shares nearly tripling in the past year, as Nvidia faces trade restrictions on what it can sell and the AI datacenter market matures. Washington's years-long efforts to thwart Beijing's access to top-of-the-line U.S. technology have resulted in stricter restrictions on the export of Nvidia's AI chips - stifling the company's access to one of the largest markets for semiconductors. New U.S. restrictions on the sale of Nvidia's H20 chips to China, the only AI processors it could legally export to the country, resulted in a charge of $5.5 billion, while CEO Jensen Huang had earlier pegged the revenue impact related to the restrictions at about $15 billion. NVIDIA Announces Financial Results for First Quarter Fiscal 2026 NVIDIA corporate headquarters NVIDIA corporate headquarters in Silicon Valley Revenue of $44.1 billion, up 12% from Q4 and up 69% from a year agoData Center revenue of $39.1 billion, up 10% from Q4 and up 73% from a year ago SANTA CLARA, Calif., May 28, 2025 (GLOBE NEWSWIRE) -- NVIDIA (NASDAQ: NVDA) today reported revenue for the first quarter ended April 27, 2025, of $44.1 billion, up 12% from the previous quarter and up 69% from a year ago. On April 9, 2025, NVIDIA was informed by the U.S. gov Salesforce Climbs On Q1 Earnings, Revenue Beat. Guidance Above Views. Salesforce stock climbed on Q1 earnings and revenue that edged by estimates while revenue guidance for the July quarter came in above expectations. Synopsys: Fiscal Q2 Earnings Snapshot The average estimate of seven analysts surveyed by Zacks Investment Research was for earnings of $3.39 per share. The maker of software used to test and develop chips posted revenue of $1.6 billion in the period, which matched Street forecasts. For the current quarter ending in July, Synopsys expects its per-share earnings to range from $3.82 to $3.87. Synopsys forecasts quarterly revenue largely above estimates Synopsys forecast third-quarter revenue largely above Wall Street estimates on Wednesday, driven by strong demand for its semiconductor design software, as companies ramp up spending on AI chips. Shares of the company rose nearly 2% in extended trading after falling about 10% during the session following a media report that said the Trump administration had ordered U.S. chip design software firms to cease sales to Chinese groups. Synopsys, which counts companies such as Nvidia, Intel and Qualcomm among its partners, provides the software and hardware used to design advanced processors. Performance Overview Trailing total returns as of 5/28/2025, which may include dividends or other distributions. Benchmark is SSE Composite Index (000001.SS) Return 300758.SZ SSE Composite Index (000001.SS) YTD +33.89% -0.35% 1-Year +22.18% +7.41% 3-Year +67.35% +6.70%