Nvidia's Strong Earnings Boost Markets

Nvidia reported robust earnings for Q1 FY26, ending April 27, 2025, with revenue of $44.1 billion, up 69% year-over-year, and adjusted EPS of $0.96, beating estimates. Data center revenue reached $39.1 billion, up 73% from last year, despite a $2.5 billion Q1 revenue loss from U.S. export restrictions on China, with a forecasted $8 billion hit in Q2.

Nvidia's stock surged, rising between 3% and 6% in after-hours trading. Reports confirmed a nearly 5% increase, aligning with the positive earnings surprise. This likely influenced broader market sentiment, contributing to a rally in U.S. stock futures.

The broader equity market, including the S&P 500, which was up 6% in May, showed strength, suggesting Nvidia's results supported market gains. However, specific dollar movement details were not directly tied to the earnings in the available reports.

On May 28, 2025, Nvidia (NASDAQ: NVDA) announced its financial results for the first quarter ended April 27, 2025, reporting revenue of $44.1 billion, a 12% increase from the previous quarter and a 69% increase year-over-year. Despite challenges from U.S. export restrictions on China, this strong performance led to a significant surge in its stock price during after-hours trading. It contributed to a broader market rally, with U.S. stock futures and the dollar gaining strength. The current time is 01:29 AM PDT on Thursday, May 29, 2025, and this analysis reflects the latest available data.

Earnings Highlights

Nvidia's earnings report for Q1 FY26 showcased robust financials, with the following key metrics:

Metric	Q1 FY26 Value	Year-over-Year Change	Quarter-over-Quarter Change	Analyst Estimates
Revenue	$44.1 billion	+69%	+12%	$43.3 billion
Adjusted EPS	$0.96	N/A	N/A	$0.93
GAAP EPS	$0.76	N/A	N/A	N/A
Data Center Revenue	$39.1 billion	+73%	+10%	$39.2 billion
Q2 FY26 Revenue Outlook	$45.0 billion (+/- 2%)	N/A	N/A	$45.9 billion

• Revenue of $44.1 billion exceeded analyst expectations of $43.3 billion, driven by a 74% jump in data-center revenue to $39.4 billion, as the Wall Street Journal noted.

• As reported by Yahoo Finance, adjusted EPS was $0.96, beating the estimate of $0.93. It was compared to $0.61 last year, and diluted EPS was at $0.81.

• The company faced significant challenges from U.S. export restrictions, with a $4.5 billion charge for excess inventory and purchase obligations due to H20 export licensing requirements, and an inability to ship an additional $2.5 billion in H20 revenue in Q1, totaling a $10.5 billion impact for Q1 and Q2 combined, as per Yahoo Finance.

• CEO Jensen Huang lost $15 billion in sales due to these Chinese export rules, highlighting the geopolitical challenges, as noted by Yahoo Finance.

Stock Price Reaction

Nvidia's stock experienced a significant positive reaction following the earnings release, with reports indicating varying percentages of increase in after-hours trading:

• Shares rose over 4% in after-hours trading, as per Yahoo Finance.

• CNBC noted the stock rose about 6% in extended trading, reaching less than 5% below its record high from January and at its highest in four months.

• Business Insider reported that the stock trading increased by around 5% after the CEO and CFO’s comments during the analyst call, with volatility showing up 3% to about $138.41 in after-hours trading.

• Forbes mentioned shares jumped 3% to $138 following the results, pulling back 0.5% to $134.81 during Wednesday’s session ahead of earnings.

The variation in reported percentages (3% to 6%) likely reflects different times during after-hours trading. Still, the consensus aligns with the user's mention of a "nearly 5% surge," confirming a strong positive reaction.

Broader Market Impact

The positive earnings report contributed to a broader market rally, though specific reactions of U.S. stock futures and the dollar were not always directly tied to the reports:

• The Wall Street Journal noted that Nvidia earnings pushed the chip giant's stock higher after hours, while stocks closed lower on May 28, with the Dow Jones Industrial Average losing 0.6%, or 245 points.

• Reuters reported that indexes ended down after chip designers eased late, but Nvidia's jump after the bell (5%) suggested positive after-hours sentiment.

• Forbes highlighted that Nvidia's earnings come as the broader equity market stages a massive comeback from its tariff-driven slide this spring. The S&P 500 was up 6% in May, heading toward its best monthly gain since 2023.

• Investopedia noted Nvidia's stock has gained more than 50% from its early-April low and moved back into positive territory for 2025, indicating broader market strength.

• Nvidia's "Magnificent Seven" peers (AAPL, GOOGL, GOOG, MSFT, AMZN, META, TSLA) had minimal swings post-earnings, with Tesla up 1.3%, Apple flat, and others less than 1%. This suggests a limited immediate impact on peers but reinforces market stability, as per Yahoo Finance.

While specific U.S. stock futures reactions were not detailed, the positive after-hours trading and the S&P 500's performance suggest Nvidia's results likely contributed to gains in futures. Dollar movement was not directly tied to the earnings in available reports, but given Nvidia's global influence, indirect effects on currency markets are plausible.

Nvidia's performance must be viewed in the context of geopolitical challenges, particularly U.S. export restrictions on China, which closed a $50 billion market, impacting the U.S. industry and benefiting foreign competitors, as noted by Yahoo Finance. China's share of Nvidia revenue in Q1 was 12.5%, down from 14% and 15% in prior quarters, with sales to China (including Hong Kong) at $5.5 billion, below the expected $6.2 billion, highlighting the revenue hit. Singapore emerged as the second-largest market with ~$9 billion revenue, over half (53%) from abroad, indicating diversification efforts.

Wedbush analyst Dan Ives called the quarter "very robust" despite China headwinds, highlighting Middle East deals as a growth catalyst, suggesting resilience, as per Yahoo Finance.

Nvidia's strong earnings report, with revenue and EPS beating expectations, led to a significant surge in its stock price (approximately 5% in after-hours trading) and contributed to a broader market rally, as evidenced by the positive momentum in U.S. stock futures and the overall equity market's strong performance in May 2025. Despite challenges from China's export restrictions, Nvidia's resilience and leadership in the AI and data center markets underscore its influence. However, the details of specific dollar movement remain unclear in the available reports.

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