By Yahoo Finance Video
Publication Date: 2026-05-20 21:00:00
00:00 Speaker A
I I think overall the results were as you would have been expected. I mean, it was a a nice beat and night a raise for the the uh the July quarter. Um it’ll be interesting to kind of see what Jensen has to say about the the launch of uh Vera Rubin, clearly for the July quarter and to what extent, if any of it is thrown into the guidance there. Uh as far as kind of the the reaction to the to the numbers, I mean, listen, this is a a name that had performed pretty well over the last couple of weeks, not as well as maybe the rest of the chip industry, but that’s also should be expected just given the size of this company. But I think most importantly for, you know, the the numbers here is the fact that hey, listen, everything remains intact as far as this AI infrastructure builders is concerned and um you know, we’re we’re kind of running slightly ahead of expected.
00:54 Speaker B
Their forecast is pretty much in line with expectations, but also well above what initially was anticipated in the prior of outlook that the company had provided. We’re now seeing about $91 billion in revenue expected for fiscal 2027. What do you make of this support? What do you make of the guidance that the company put out?
01:17 Speaker C
Well, the guidance is stronger than expectations. However, people usually, the buy side expects ahead of that, right? So this is why you’re not seeing the stock react significantly to the upside. To Angelo’s…