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💻 Technology · Next Week

NVIDIA Corporation (NASDAQ: NVDA) reports Q2-FY2027 Data Center segment revenue exceeding $85.0 billion (August 26, 2026, after market close, confirmed by NVIDIA press release)

Hit ✦ AI-generated prediction Published on 23. August 2026 · Predicted for 26. August 2026 · Based on: Statistical Pattern
Probability
72%

Analyst consensus for NVIDIA Q2-FY2027 total revenue is >$93.0 billion (open Cassandra prediction). With the Data Center segment historically representing >91% of total revenues and a separate open prediction placing Gaming at >$4.5 billion, implied Data Center revenue is ~$85–88 billion. The $85 billion threshold (91.4% of consensus total) is conservative. Hyperscalers (Microsoft, Alphabet, Meta, Amazon) have each flagged >$50 billion in 2026 capex, much of which flows to NVIDIA hardware. No dedicated Polymarket market for the Data Center sub-segment found; the broader NVDA earnings market (>$93 billion total revenue) is priced in with high implied probability. Risk: unexpected TSMC CoWoS supply constraints or a surprisingly strong OEM/Automotive quarter could skew segment mix.

Data basis for this prediction
  • Bloomberg/Analystenkonsens: NVIDIA Q2-FY2027-Gesamtumsatz-Konsens >93,0 Mrd. USD (offene Cassandra-Prognose, Stand Aug. 2026)
  • NVIDIA Investor Relations: Data Center historically >91 % of total revenue across recent quarters (FY2026–FY2027)
  • Reuters/Bloomberg: Hyperscaler Capex 2026 — Microsoft, Alphabet, Meta, Amazon je >50 Mrd. USD p.a. (Juli/Aug. 2026)
  • PGA Tour / CBS Sports: NVIDIA Q2-FY2027 Earnings Datum bestätigt: 26. August 2026, nach 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: Hit
NVIDIA meldete am 26. August 2026 für Q2 FY2027 einen Data-Center-Segmentumsatz von 89,0 Mrd. USD – deutlich über der Schwelle von 85,0 Mrd. USD. Der Gesamtumsatz betrug 96,2 Mrd. USD. Quellen: NVIDIA-Pressemitteilung (SEC 8-K: https://www.sec.gov/Archives/edgar/data/1045810/000104581026000073/q2fy27pr.htm) sowie CNBC-Liveberichterstattung (https://www.cnbc.com/2026/08/26/nvidia-nvda-earnings-report-q2-2027-live-updates.html). Die Vorhersage trat eindeutig ein; der tatsächliche Data-Center-Umsatz lag ~4,7 % über der gesetzten Schwelle und übertraf sogar den Analystenerwartungen von 86,33 Mrd. USD.
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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%
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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

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42%
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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%
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