Nvidia delivers another sales and earnings beat in Q1, with strong Q2 sales guidanceNvidia delivers another sales and earnings beat in Q1, with strong Q2 sales guidance

Nvidia did it. Again. The world’s most valuable company reported better-than-expected Q1 results along with strong sales guidance for Q2 after the bell on Wednesday. 

Results for its fiscal Q1 2027 exceeded estimates across the board, the chip designer’s 15th consecutive top-line beatand 14th straight quarter in which the company posted better-than-expected adjusted earnings per share. Management also boosted its buyback authorization by $80 billion and raised the quarterly dividend to $0.25 from $0.01. As usual, the postmarket action whipsawed as investors digested the results and dialed in for CEO Jensen Huang’s remarks.

• During the conference call, analysts listened for potential upside to Huang’s March announcement that sales of Blackwell and Rubin chips (as well as associated networking equipment) would top $1 trillion through 2027.
• In particular, the outlook for its Vera CPUs as well as for products developed with Groq’s capabilities was in focus as potential fresh avenues for even more growth. Both address parts of the supply chain that are seemingly facing more constraints than GPUs — CPUs thanks to the particular compute requirements of AI agents, and memory as widening context windows reduce the speed of models and increase token usage.
• In recent quarters, Nvidia has enjoyed an initial pop following earnings only to see that fizzle out thereafter — sometimes because of what Huang has said, and other times for seemingly no reason whatsoever.

The Takeaway

Nvidia, the First Big Thing in the AI boom, was the second-best performer in the Magnificent 7 in 2026 heading into this report, up about 20%. However, it’s more of a laggard (and a dullard) relative to its semiconductor peers, as traders have been more aggressively bidding up companies tied to memory, networking, and CPUs that are benefiting from AI-induced shortages.

The Enhanced Games isn’t about sports — it’s a $31 million product demoThe Enhanced Games isn’t about sports — it’s a $31 million product demo

On May 24, more than 40 athletes — nearly all of them openly taking performance-enhancing drugs and supplements — will dive into pools, bolt across the track, and lift barbells in the Enhanced Games. Over the past two years, the company behind the provocative event raised money from the likes of Peter Thiel and Donald Trump Jr. to deliver “a world-class sporting event.”

But the business is no longer about the event itself. Behind the sporting spectacle lies a high-stakes product demo for Enhanced Group’s longevity drug business.

• The ultimate gamble is simple: Enhanced hopes millions of people will watch athletes shatter world records using unapproved, biohacked treatments and immediately want to buy some for themselves.
• It’s a $31 million gamble: we broke downwhat the company is spending on prizes, athletes, and facilities, like a $6.6 million portable pool.
• The athletes are also part of the product. Most of them are part of a clinical research study designed to generate a proprietary dataset on the safety and tolerability of performance-enhancing substances, which the company says is a “durable competitive advantage.” 
• CEO Maximilian Martin compared the business to Formula 1, where high-end engineering for elite racing “trickles down” to commercial road cars. “So what really is the key ingredient, the magic sauce, is the IP on how to prescribe to certain individuals that have certain objectives,” Martin said.

In other words, the company’s plan is really a peptide play: consumers are increasingly interested in peptides, injectable supplements associated with the biohacking tech elite. The Food and Drug Administrationis poised to ease restrictions on peptides later this year. And Enhanced wants to be at the forefront of meeting that demand.

The Takeaway

So far, the stock has a single analyst rating from Lucid Capital Markets, which rates the company a “buy” and has a price target of $15, citing booming demand for longevity treatments among the rising “mass affluent” class. “Love it or hate it, the Games and the marketing content that come out of them will likely be far more memorable than the standard fare of before-and-after weight loss photos,” the analyst wrote, and we have to agree.