Nvidia Just Did The Impossible: Wall Street Still Wants More

Nvidia Corp. (NASDAQ: NVDA) reported first-quarter 2027 results that any other company in the S&P 500 would frame as a generational quarter. Revenue of $81.6 billion topped consensus by $2.8 billion. Data Center revenue alone grew 92% year-on-year to a record $75.2 billion. And second-quarter guidance of $91 billion landed nearly $5 billion above what Wall Street modeled — explicitly excluding any China contribution. The stock closed up 1.3% on Wednesday at $223.47 ahead of the print, then drift