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Nvidia reports fiscal Q2 2027 after the close Wednesday, August 26, with consensus around $92.07B in revenue — roughly 97% year-over-year growth. Shares fell 2.91% Monday to $208.48, but futures flipped green Tuesday with Nasdaq 100 contracts up 0.9% and NVDA itself up more than 1% pre-market. Street average price target sits near $304.73; prediction markets put a ~96% odds on an EPS beat and ~78% on data center revenue clearing $85B.
Bloomberg reports Nvidia has told its biggest customers — Microsoft, Google, Oracle among them — that server prices are rising north of 15% in many configurations, effective on systems shipping early next year. It hits both Grace Blackwell and the flagship Vera Rubin racks. Memory has ballooned from 5–10% of an AI server's bill of materials under Blackwell to 25–30% under Vera Rubin, roughly $370,000 to about $2 million per rack.
The S&P 500 slipped 0.28% to 7,652.86 and the Nasdaq lost 0.76% to 25,980.19, while the Dow actually gained 140.15 points to 53,417.16 on financial strength. Semis did the damage: SOXX fell 2.67%, with TSM off 3.7%, AMD down 3.49% and Broadcom off 1.3%. Investors were de-risking ahead of Nvidia, a key inflation print, and Fed Chair Kevin Warsh's Jackson Hole keynote Thursday.
Micron fell 5.83% to $910.43 Monday, though it's still up about 189% year to date. The overhang is Netlist's ITC complaint plus a parallel Central District of California suit over DDR5 RDIMM and MRDIMM patents — the exact products feeding AI server memory. Super Micro was named in the same ITC filing and fell 5.56% to $35.17. Micron has its entire calendar 2026 HBM output already locked to price and volume agreements; 43 analysts still carry a Strong Buy consensus.
Anthropic filed a confidential S-1 draft with the SEC on June 1 and investors briefed by the FT now peg an October listing at $2 trillion or more, which would be the largest IPO in history. The institutional roadshow ramped through August. Annualized revenue is reportedly tracking toward $100B to $120B by year-end. Not tradable yet — a watch item, and a read-through on private AI valuations.
Marvell fell about 4% Monday ahead of Thursday's fiscal Q2 2027 report. Street looks for roughly $2.7B in revenue, up about 35% year over year, on EPS near $0.65. The swing factor is the expanded Alphabet custom-silicon deal spanning TPU inference accelerators, NICs, storage and memory interface controllers — and whether management raises FY27 and FY28 again. 38 analysts rate it Buy with zero Sells.
MongoDB fell 6.53% to $402.69 in what looks like pre-earnings de-risking ahead of its September 1 report. That's against a fresh Citi price target raise to $545 from $455 with a Buy rating, citing durable enterprise demand for Atlas. The 35% gap between target and Monday's close says the market is pricing real execution risk. MDB is roughly flat year to date at +0.76%.
Tesla dropped 3.83% Monday after President Trump said tariffs on Canadian cars, trucks, auto parts and steel go to 50% effective January 1, 2027 — a hit across the whole US auto complex. Separately, Tesla is recalling 2.98 million vehicles in China over emergency door releases being hard to locate after a crash. TSLA is down 20.34% year to date.
Political opposition to AI data centers is now showing up in Wall Street models. Local opposition blocked or delayed 75 projects worth $130B of planned construction in Q1 2026 alone, residents in more than a dozen communities are pushing recall elections, and the NRSC has flagged data centers as a "sleeper issue" for the midterms. It's a real constraint on the buildout thesis underpinning power, REIT and hyperscaler capex names.
While semis got hit, the platform names went the other way Monday: Meta +1.66% to $559.02, Amazon +1.33% to $262.07, Alphabet +0.94% to $348.06. Meta lifted 2026 capex guidance to as much as $145B, explicitly citing higher component prices, and Alphabet guided full-year capex to $195B–$205B. Meta still sits about 29% below its high and down 14% year to date; Alphabet is up roughly 10%.
