Nvidia’s Earnings Exclude China Impact Amid Geopolitical Tensions

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2025-08-28 22:06:02

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Nvidia's Q2 earnings surpassed Wall Street expectations with $46.7 billion in revenue and $1.04 adjusted EPS, yet its stock dipped 1% due to missed data center projections and lingering China risks. The semiconductor giant excluded H20 chip sales to China from its guidance, citing U.S. export restrictions and Beijing's push for domestic AI chips—a MOVE that could cost $2-$5 billion in potential Q3 revenue.

Options traders had anticipated a $260 billion market swing post-earnings, but NVDA's muted reaction suggests geopolitical overhangs are outweighing fundamentals. Wolfe Research analysts view the sell-off as exaggerated, framing the dip as a buying opportunity if China sales resume.

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