NVIDIA and Dell Stocks Fall Despite Record AI Server Sales
Both companies beat earnings and raised guidance, but shares dropped as investors scrutinized slowing growth in other segments and high market expectations.
The AI hardware market showed signs of investor jitters on August 28, 2025, as strong, AI-driven earnings reports from NVIDIA and Dell Technologies were met with negative stock reactions. Both companies reported record-breaking AI server sales and raised their future guidance, but the results were not enough to satisfy a market with sky-high expectations, signaling a potential end to the broad "AI halo effect."
NVIDIA's Record Quarter
NVIDIA reported its fiscal second-quarter earnings on August 27, beating analyst estimates. The company announced: - Record Revenue: $46.74 billion, up 56% year-over-year. - Adjusted EPS: $1.05, ahead of the $1.02 consensus. …
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