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Schwab Network

NVDA Earnings Solidify Central AI Standing, China Nowhere in Numbers

11 min21 maj 2026

Nvidia (NVDA) didn't move much following its earnings but there's a lot to take away from the report, including near-double data center revenue. Kevin Hincks explains how the numbers, a dividend increase, and $80 billion share buyback add confidence to Nvidia's bull thesis. Kevin adds that it comes without any signs of revenue from China.

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