Convincing Business Figures from Nvidia
The convincing business figures of the AI giant Nvidia have set positive impulses for the stock markets on May 28, 2025, which is also significant for the German stock market and investors of DAX companies.
- Nvidia reported a revenue of $44.1 billion for the first quarter of fiscal year 2026, well above the expectations of about $43.3 billion and a significant increase from the previous year’s quarter with $26.04 billion.
- The Data Center segment, the largest revenue driver, achieved a revenue of $39.1 billion in the last quarter (previous year: $22.56 billion), reflecting strong demand for AI infrastructure.
- The earnings per share were $0.96, also exceeding expectations ($0.93).
- The gross margin was a solid around 71.3% with a forecast for the current quarter between 71.5% and 72.5%.
- Despite an anticipated revenue loss of about $8 billion due to export controls in China, the outlook remains optimistic with projected revenues around $45 billion in the upcoming quarter.
Impact on the German Stock Market
The strong figures and the optimistic outlook from Nvidia led to a significant after-hours increase in Nvidia’s share price of about four percent to around $140. This development positively affects global technology stocks and thus strengthens investor confidence in technology-oriented DAX companies.
Since many German companies in the DAX strongly benefit from the global technology trend or are suppliers or partners in the field of artificial intelligence (e.g., Infineon or SAP), Nvidia’s convincing results send a positive signal to the German stock market. This could lead to an increased risk appetite among investors and promote capital inflows into technology stocks.
CEO Jensen Huang also emphasized the growing importance of AI as essential infrastructure similar to electricity or the internet – an assessment with far-reaching effects on many industries worldwide, including Germany.
Conclusion
Nvidia’s strong business figures for Q1 FY2026 confirm its leadership role in the booming AI market despite geopolitical challenges. The positive impulses from these figures strengthen confidence in the German stock market, especially among technology-oriented DAX investors, and could favor further price gains.