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AI Demand, Rubin Ramp Support Strong Q2, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2660233757","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660233757?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:21","pubTimestamp":1787239317,"startTime":"0","endTime":"0","summary":"Nvidia  is expected to deliver another strong quarter as demand for AI compute remains strong and the initial Rubin platform ramp begins, RBC Capital Markets said.RBC models fiscal Q2 revenue of $91.1 billion and adjusted EPS of $2.06, compared with consensus estimates of $92 billion and $2.09, respectively. The firm expects fiscal Q3 revenue guidance to come in about 5% above the $103.8 billion consensus.The initial Rubin platform ramp is expected to carry a more than 50% average selling price premium, along with an estimated $10 billion of incremental standalone CPU opportunity in the second half of the year, according to the report Wednesday.RBC also pointed to Nvidia's access to component supply, citing $119 billion of purchase commitments in the last quarter. The firm expects gross margin of 75% in fiscal Q2 and Q3 and expects management to reiterate mid-70% gross-margin guidance for fiscal 2027.The investment firm said it projects more than $400 billion in free cash flow over 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Stocks Have Higher Valuations than Tech. They Deserve It.","url":"https://stock-news.laohu8.com/highlight/detail?id=2660330142","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660330142?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:21","pubTimestamp":1787239260,"startTime":"0","endTime":"0","summary":"AI is creating trillions in stock market value, but technology isn't the sector benefiting the most. That distinction falls to rusty old industrials.Take Nordson, for example. 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bullish activity in NVIDIA with shareslittle changed","url":"https://stock-news.laohu8.com/highlight/detail?id=2660233717","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660233717?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:20","pubTimestamp":1787239215,"startTime":"0","endTime":"0","summary":"Moderately bullish activity in NVIDIA (NVDA), with shares up 10c, or 0.04%, near $217.66. Options volume relatively light with 899k contracts 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Sector Doubles Down on AI Amid Hopes of Slashing Costs, Timelines","url":"https://stock-news.laohu8.com/highlight/detail?id=2660678238","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660678238?lang=en_us&edition=fundamental","pubTime":"2026-08-20 22:30","pubTimestamp":1787236225,"startTime":"0","endTime":"0","summary":"FACTBOX-Pharma sector doubles down on AI amid hopes of slashing costs, timelinesAug 20 (Reuters)-Pharmaceutical companies are increasingly turning to artificial intelligence to accelerate research 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