A Baird analyst said Blackwell's demand is now well exceeding supply, and the spotlight now shifts to execution and Taiwanese foundry TSMC’s capacity. ・He believes that Nvidia will continue to apply tremendous pressure on the competition in 2026.

Q4 guidance also exceeded the analyst consensus estimates on the top and bottom lines. Nvidia's report indicates that the outlook for the AI market in general remains robust. Investors' positive reaction is attributable to Q3 revenue and adjusted earnings per share both beating Wall Street's estimates,

Shares of Nvidia (NVDA) jumped about 5% premarket on Thursday after an exceptional quarter and stellar guidance, boosting its market cap by billions of dollars.

Nvidia Q3: revenue up 62% and net income up 65% on strong AI chip demand; shares up ~4% after hours; market cap recently topped $5T.

In its third quarter earnings release, AI chipmaker Nvidia (NVDA) published adjusted earnings of $1.30 per share while beating revenue estimates ($57.01 billion vs. expectations of $55.19 billion). The stock is getting a lift in Wednesday's after-hours trading.

Nvidia (NVDA) shares rose 3.7% in extended trading on Wednesday after the semiconductor giant posted third-quarter results and guidance that were above Wall Street's forecast amid insatiable demand for artificial intelligence processors.

Nvidia beat Wall Street’s targets for its fiscal third quarter and guided above estimates for the current period. Nvidia stock advanced on the news.

Nvidia (NVDA) reported its third quarter earnings on Wednesday, beating analysts' estimates on the top and bottom lines and offering a better than anticipated outlook. For the fourth quarter Nvidia projects revenue of $65 billion plus or minus 2%.