Nvidia's earnings track record, Canada retaliates, Waymo's international push and more in Morning Squawk
CNBC’s Morning Squawk highlighted Nvidia’s earnings track record alongside Canada’s retaliation and Waymo’s international expansion, but provided no new Nvidia results or guidance. The setup is therefore one of strong operating evidence without a fresh catalyst in this item, leaving the next earnings report as the key test for NVDA.
File photo · NVIDIA’s headquarters, Santa Clara · Aug 2018 · Coolcaesar · CC BY-SA 4.0 · Source & licenseThe segment bundled Nvidia's earnings history with separate geopolitical and mobility stories. Nvidia posted fiscal-year revenue of $215.9B, up 65.5% year over year, for the year ended January 25, 2026, alongside a 71.1% gross margin, a 55.6% net margin and $4.90 in diluted EPS.
Those figures establish the operating backdrop for NVDA, but Canada's retaliation and Waymo's international push are separate items in the broadcast and do not provide a concrete mechanism for Nvidia's earnings outlook.
The next useful evidence would be Nvidia's next reported results and guidance, particularly any update to revenue growth, margins or forward demand. Until that event is dated, this item supports monitoring the established earnings record rather than a new directional trade.
NVDA’s $215.9B revenue and 65.5% year-over-year growth support the operating case, but the undated segment adds no fresh catalyst, leaving the risk read mixed ahead of the next earnings report.
The operating base is strong, with $215.9B of revenue, 65.5% year-over-year growth and 55.6% net margins, but this item supplies no new estimate revision, filing or dated event to turn that history into a forward trade. The missing catalyst and absence of valuation or consensus data keep the setup balanced rather than directional.
A weaker next earnings report or guidance update would challenge the growth and margin profile supporting the bull case.
CoverageSource: CNBC · Published here THU, AUG 27 · 9:45 AM ET · 2 reports · 1 publisher in this record · latest listed: CNBC · THU, AUG 27 · 9:45 AM ETHow this is decided →
Earlier context and later coverage are dated relative to this report. Automatically linked reports may cover a broader event.
Earlier context
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