NVIDIA delivered strong financial performance in Q1 2026 and maintained momentum in the AI sector, breaking record levels and continuing to rally despite ongoing trade tensions, export restrictions, and geopolitical uncertainty.

Nvidia Corporation's H20 GPU exports to China resume, unlocking billions in revenue and cash flow. Click for my updated look at NVDA stock after this news.

Methode Electronics reported first quarter results that disappointed the market, as evidenced by a significant share price drop. Management attributed the underwhelming performance to unexpected inventory write-offs and continued challenges within its automotive programs.

Investors are eyeing Big Tech earnings as Taiwan Semiconductor Manufacturing Company (TSM) reports its second quarter results on Thursday, July 17.  New York Life Investments economist and portfolio strategist Lauren Goodwin,

Q1 2026 earnings reveal ongoing challenges in justifying Nvidia’s current lofty valuation, especially given recent financial results.

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Nvidia growth estimates to get a boost as the U.S. lifts chip export curbs on China, bringing the estimates 10% higher, says Gene Munster.

Nvidia became the world's first $4 trillion company with a surge in share price in the morning. The shares have since eased off for a $3.97 trillion valuation.

Nvidia's performance in the first half of the year is typically better than in the second half. Nvidia (NASDAQ: NVDA) has been one of the best investments to own over the past few years. In 2025, Nvidia's first half wasn't great,

Nvidia's share count has decreased over the past few years, but let's assume that today's share count is the same by the end of 2026. If that were the case, earnings per share (EPS) would be $5.12.