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Amit Kukreja, stock market analyst, reports that NVDA recorded Q1 2026 revenue of $81.6B, marking an 85% year-over-year increase.
Data center revenue reached $75.2B, up 92% year-over-year, and a new $80B share buyback was announced. Earnings per share stood at $1.87, with gross margins of 75%. The company is guiding for $92B in revenue for Q2 and has increased its dividend from $0.01.
Kukreja previously observed sharp gains in software stocks while key semiconductor names experienced broad declines on the same trading day in his coverage of sector moves. He has also provided guidance on managing FOMO for MU stock buyers, emphasizing the need for strong conviction before entering a trade in a recent note. These earlier reports come amid continued focus on major technology earnings.