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Thoughtful Money with Adam Taggart · Saturday, August 29, 2026

Nvidia Earnings Beat Expectations, But Concerns Remain

Lance Roberts discusses Nvidia's recent earnings report, noting significant year-over-year revenue and operating income growth. He acknowledges concerns about accounts receivable but emphasizes that the overall growth is real and dismisses bearish sentiment as people who missed out on the stock's rise.

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The tape

3 quotes
revenue was up 106% on a year over year basis to 96 billion dollars. That's almost 100 billion dollars of revenue.
Lance Roberts
They did set a revenue was 89 billion, it was up 117% year over year. Operating income, and operating income is important because that strips out one time gains.
Lance Roberts
So, it's not, you know, an absolutely pristine, you know, kind of report, there's some, there's certainly some things to be concerned about.
Lance Roberts
Heard on Thoughtful Money with Adam Taggart — “More & More Signals Popping Up That Suggest A Pullback Is Near | Lance Roberts, published Saturday, August 29, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
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