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NVIDIA Beat the Quarter. The Margin Guide Is What the Market Noticed.

NVIDIA hit $96.2B in revenue and 75% margins, then guided Q3 to 74%. Rising HBM costs and higher server prices turned a beat into a flat market reaction.

NVIDIA Beat the Quarter. The Margin Guide Is What the Market Noticed.
"Nvidia CEO Jensen Huang presents the Vera Rubin AI system at the company’s event on June 1 at Computex 2026 in Taipei, Taiwan." Credit: Lam Yik Fei/Bloomberg
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