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Cassandra.news
Tomorrow's news. Today.
💻 Technology · Next Week

NVIDIA Corporation (NASDAQ: NVDA) reports Non-GAAP gross margin above 78.0% in Q2 FY2027 earnings (August 26, 2026, confirmed by NVIDIA press release)

Miss ✦ AI-generated prediction Published on 24. August 2026 · Predicted for 26. August 2026 · Based on: Statistical Pattern
Probability
72%

NVIDIA has consistently delivered Non-GAAP gross margins of 78–80% over the last four quarters (Q1 FY2027: 78.4%, Q4 FY2026: 79.1%), driven by Blackwell GPU demand and pricing power. Wall Street consensus expects ~77.5–78.5% for Q2 FY2027. Existing Cassandra forecasts cover revenue (>$93B) and Data Center (>$85B); gross margin is a separately verifiable metric.

Data basis for this prediction
  • Bloomberg/NVIDIA IR: Q1 FY2027 Non-GAAP GM 78,4 % (bestätigt Mai 2026)
  • CNBC: NVIDIA Earnings Preview – Konsens-Marge ~77,5–78,5 % (23. Aug 2026)
  • Newsquawk: Economic Calendar – NVIDIA Q2 FY2027 Earnings 26. August 2026, nach US-Börsenschluss

Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.

Verdict: Miss
[Vorzeitig entschieden] NVIDIA führte Q2 FY2027 non-GAAP Bruttogewinnmarge bei exakt 75,0 % (identisch mit Q1 FY2027). Eine Überschreitung von 78 % ist damit faktisch ausgeschlossen. Quelle: Mehrere Earnings-Preview-Quellen mit NVDA-Guidance-Daten.
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Applied Materials Inc. (NASDAQ: AMAT) beats Q4 FY2026 EPS consensus of $4.06 per share — earnings report November 12, 2026 after market close (confirmed by Applied Materials Investor Relations or Bloomberg by November 13, 2026, 10:00 AM ET)

Applied Materials has beaten the EPS consensus in all four of its last reported quarters, with an average earnings surprise of +3.5%. The company's own Q4 guidance is $3.82–$4.22 per share; consensus at $4.06 sits near the midpoint, reflecting classic conservative management framing. Revenue is estimated at $10.30B (+51% YoY) — TSMC and Samsung have not pulled back H2 2026 capex plans. No Polymarket market directly available; a 100% beat streak over 4 quarters with a positive guidance range implies 70–75% probability. Risk: supply chain delays or expanded US export controls on advanced chips could force a Q5 inventory build.

72%
Next Week · Predicted for 12. Nov 2026
💻 Technology ✦ AI

Palantir Technologies Inc. (NYSE: PLTR) closes above $185.00 per share on at least one trading day in November 2026 — confirmed by Nasdaq or Bloomberg by December 1, 2026

PLTR closed at $175.40 on November 4, 2026 (after-hours: $170.88, -2.58%; intraday high: $176.54; 52-week high: $212.94). Palantir clearly beat Q3-FY2026 EPS consensus: total revenue $2.313B, US Commercial revenue +148% YoY to $984M. The $185 threshold is +5.5% above the closing price or +8.3% above after-hours levels. Typical post-earnings 'sell the news' may weigh short-term, but the 52-week high of $212.94 confirms the level is reachable. NVIDIA earnings on November 18, 2026 could serve as a sector-wide catalyst. No direct Polymarket equivalent; own estimate: ~42%.

42%
Next Month · Predicted for 30. Nov 2026
💻 Technology ✦ AI

Cerebras Systems (NASDAQ: CBRS) closes below $100.00 per share on November 10, 2026 (confirmed by Nasdaq or Bloomberg by November 11, 2026)

CBRS trades at $109.18 (October 30, 2026) — already 61% below its all-time high of $279.72. The final and largest lockup expiration is scheduled for November 10, 2026: approximately 19.4 million shares are unlocked (of three tranches of 19.4M each). Prior lockup tranches have consistently weighed on the stock. Insiders have sold ~$394.6M in shares since the May 2026 IPO — zero insider purchases. A Culper Research short-seller report has triggered multiple investigations. A close below $100 requires a ~8.4% decline — plausible given the expected supply pressure on expiration day.

62%
Next Week · Predicted for 10. Nov 2026