NVIDIA shares surge as blowout Q2 earnings fuel AI stock rally

Name: NVIDIA shares surge as blowout Q2 earnings fuel AI stock rally
Uploaded: 2026-08-27T12:49:52Z
Duration: 2 min 54 s
Description: NVIDIA CEO Jensen Huang discusses resetting gross margin expectations while the company reports blowout second-quarter earnings. Top investors Rob Thummel and David Laut react to the massive demand for AI chips and analyze what the NVIDIA-led rally means for the broader tech sector and stock valuations.

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NVIDIA CEO Jensen Huang discusses resetting gross margin expectations while the company reports blowout second-quarter earnings. Top investors Rob Thummel and David Laut react to the massive demand for AI chips and analyze what the NVIDIA-led rally means for the broader tech sector and stock valuations.