Published Aug 26, 2026, 5:11 PM ET · Updated 3 months ago · 1 source

NVIDIA's strong earnings are being discounted by the market

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Original Report

Despite NVIDIA's strong recent earnings report and a Q3 forecast of $108 billion, which exceeded expectations, the market is discounting these positives due to anticipated deceleration in revenue growth and the significant risk posed by customer concentration, with three customers accounting for 44% of 1H revenue.