Stocks on Investors' Radars: Nvidia, CrowdStrike, Snowflake, CoreWeave, Polestar Automotive

Nvidia's Q2 earnings report beat expectations with a 56% YoY revenue rise to $46.74 billion, and CEO Jensen Huang emphasized the ongoing AI race. CrowdStrike's shares rose 1.2% despite soft revenue guidance. Snowflake's stock surged 3.11% after reporting strong Q2 performance driven by AI momentum. CoreWeave's stock jumped 6.06% after securing a $4 billion AI deal, while Polestar Automotive's shares soared 17.12% on increased trading volume and bullish momentum.

Nvidia Corporation (NVDA) reported its Q2 earnings on Wednesday, August 27, with adjusted earnings per share (EPS) of $1.01, meeting analyst expectations, and revenue of $46.74 billion, a 56% year-over-year (YoY) increase [1]. The strong performance, driven by robust demand for AI infrastructure, has set a positive tone for the AI sector.

Despite the enthusiasm for AI stocks cooling down in recent months, Nvidia's earnings report has renewed investor confidence. CEO Jensen Huang emphasized the ongoing AI race, highlighting the company's leadership in AI hardware and its partnerships with major hyperscalers. The company's ability to sustain mid-70% margins despite competition from AMD and Intel underscores its competitive edge.

However, Nvidia faces potential headwinds from China export curbs, which could result in an $8 billion hit. The company has reportedly suspended production of its H20 chip due to security concerns raised by Beijing [3]. This move is expected to impact the company's revenue, particularly in its data center business, which has been a primary growth engine.

CrowdStrike Holdings Inc. (CRWD) also reported strong second-quarter earnings for fiscal year 2026, with an EPS of $0.93, surpassing the forecast of $0.83. Revenue reached $1.17 billion, up 21% YoY. Following the announcement, CrowdStrike's stock price increased by 1.19% in after-hours trading, reaching $422 [2]. The company's performance reflects strong demand for its AI and cybersecurity offerings.

Snowflake Inc. (SNOW) reported strong Q2 performance driven by AI momentum, with its stock surging 3.11% after the earnings report. CoreWeave's stock jumped 6.06% after securing a $4 billion AI deal, while Polestar Automotive's shares soared 17.12% on increased trading volume and bullish momentum.

In conclusion, the latest earnings reports from Nvidia, CrowdStrike, Snowflake, CoreWeave, and Polestar Automotive reflect the ongoing AI boom and the resilience of the tech sector. Despite challenges, these companies continue to lead the way in AI innovation, offering promising prospects for investors.

References:
[1] https://www.ainvest.com/news/nvidia-q2-earnings-expect-stock-price-forecast-2508/
[2] https://www.investing.com/news/transcripts/earnings-call-transcript-crowdstrikes-q2-2025-earnings-beat-forecasts-stock-rises-93CH-4213613