Nvidia: Quarterly Numbers and Market Reaction
Nvidia has once again impressed with its recent quarterly numbers. The US chip company reported a record revenue of $44.06 billion on Wednesday evening (May 28, 2025) – an increase of 69.2 percent compared to the same quarter last year. This surpassed analyst expectations by approximately $810 million. The main drivers of this growth were the data center businesses, which increased by 73 percent to $39.1 billion. The automotive and robotics segment also grew significantly (+72%), while the gaming business saw a 42 percent increase thanks to new products like the Geforce RTX-5000 model series.
The adjusted earnings per share were $0.81 (6 cents above forecasts) and increased by nearly 33 percent year-over-year. The net profit amounted to approximately $18.8 billion (+26% from the previous year).
Despite these impressive numbers, profits fell slightly (-15%) compared to the previous quarter. Nevertheless, the results signaled positive movements in the markets.
Impact on Asian Stock Markets
The major stock markets in the Far East gained on Thursday thanks to Nvidia’s positive numbers. News of the strong revenue and profit growth of the technology leader particularly boosted tech stocks in Asia. Many Asian companies are closely linked to Nvidia as suppliers or partners or benefit indirectly from the AI boom.
This development is also relevant for investors in German-speaking countries: Nvidia plays a key role in the technology sector as many European companies also operate as partners or customers or benefit indirectly from the success of the chip giant.
Turning Point in the Customs Dispute
In addition to the positive mood from Nvidia’s figures, a turning point in the international customs dispute is mentioned. Specific details are lacking in the provided sources; however, a relaxation of trade conflicts could generally lead to a further revitalization of global markets – especially in technology-oriented sectors.
Importance for Investors
This means for investors from Germany, Austria, and Switzerland:
- Positive Impulses for Tech Stocks: Nvidia’s strong numbers positively affect related sectors.
- Indirect Benefits: Many European technology companies are connected to the semiconductor sector.
- Watch Volatility: Despite the upward trend, the market remains volatile; short-term corrections are possible.
- Long-term Growth Potential: Analysts still see high potential for rising prices in technology stocks – especially in AI-driven business models.
Summary
The combination of Nvidia’s excellent quarterly results and a possible easing in international trade is currently providing positive impulses to global stock markets – particularly in the Far East, but also with spillover effects into Europe. For investors, it remains advisable to consider both opportunities and risks associated with technology-driven investments.