💻 Technology
Hit
✦ AI
Polymarket prices the release of a new Google Gemini Pro flagship model by August 31, 2026 at 86% (as of July 22, 2026; volume USD 259,000). By contrast, the odds for a July 25 release were only 2%, concentrating ~84% of probability between July 26 and August 31. Anthropic currently dominates Polymarket's 'best AI model' ranking (July end: 99%), creating strategic urgency for Google to respond. The proprietary estimate is marginally below Polymarket due to recurring release-delay risk in the AI sector.
💻 Technology
Miss
✦ AI
Alibaba repurchased more than $13bn of its own shares in FY2026, making it one of the most aggressive buyback programs in global tech. US-China tariffs (12.5%, in force since July 2026) and tech regulation pressure weigh on the share price; buybacks are the most direct management signal that the stock is considered undervalued. Alibaba Cloud grows double digits; high cash generation enables parallel investment and buyback policy. At the Q1 FY2027 call (28 August, pre-market), management is likely to either announce a new buyback program or update progress on the existing one. Key uncertainty: whether the announcement explicitly covers ≥$3bn. EPS consensus ~$1.70 per ADR implies solid cash generation.
💻 Technology
Hit
✦ AI
Nvidia reported Q1 FY2027 (ending April 2026) record revenue of $81.6 billion (+85% YoY), beating the $79.2 billion consensus (+3%). For Q2 FY2027, Nvidia guided ~$91 billion (±2%); the Bloomberg consensus stood at $87 billion at the time. Nvidia typically beats its own guidance by 3–6%: a realistic Q2 revenue of $93–97 billion follows. The $93.0 billion threshold sits just above the top end of guidance, implying a minimal beat. Data Center revenue drove 92% of growth in Q1 ($75.2 billion). Own estimate: ~62%.
💻 Technology
Hit
✦ AI
Nvidia (NVDA, price 21 August: ~USD 216.87) reports Q2 FY2027 earnings on 26 August 2026 after US market close. This prediction covers solely the single-day price reaction on 27 August – not the EPS beat itself (already captured as a separate open prediction). The options market implies an expected move of ±6.99% (~USD 15.74) around the earnings date; a >5% gain requires a closing price above ~USD 227.71. Polymarket assigns 42% probability to NVDA reaching USD 232+ in August (TipRanks/Yahoo Finance corroborate the options implication). Historical average NVDA post-earnings move over the last 4 quarters: only 2.8% – options are pricing unusually elevated volatility, making both a strong rally and a 'sell-the-news' scenario plausible.
💻 Technology
Hit
✦ AI
Workday reports after US market close on August 27, 2026. Polymarket prices a 94% probability of Non-GAAP EPS meeting or exceeding USD 2.61. Workday benefits from the sustained enterprise cloud boom: AI-powered HR and finance modules drive cross-selling, multi-year contracts secure revenue visibility, and churn remains below 2%. The international segment grew double-digits most recently. Risk factor: slowdown in IT budgets in education and healthcare sectors could slightly dampen subscription revenue growth.
💻 Technology
Hit
✦ AI
CrowdStrike reports Q2 FY2027 after market close on August 26, 2026. Analyst consensus: $1.44B revenue, $0.29 non-GAAP EPS. 247wallst.com hinted at a potential 'big surprise.' At 175x sales (TechTimes), the market demands a blowout, not a marginal beat. CRWD has beaten estimates for four consecutive quarters (avg. +4.7% surprise). A +5% gap-up requires meaningfully above-consensus ARR growth and raised full-year guidance.
💻 Technology
Miss
✦ AI
CrowdStrike has beaten Non-GAAP EPS consensus in 12 consecutive quarters. Strong demand for AI-powered cybersecurity (Falcon platform), rising Annual Recurring Revenue and major government contracts support another beat. Bloomberg analyst consensus stands at approximately $1.02; a beat to ≥$1.05 (+~3 cents) matches the company's historical median beat. The parallel predicted +5% stock price reaction on the same day also presupposes a strong earnings beat – both forecasts are mutually consistent.
💻 Technology
Hit
✦ AI
NVIDIA reports Q2 FY2027 results after close on August 26; analyst consensus is $2.08–2.09 non-GAAP EPS on $92.2B revenue (+97% yoy). The existing Cassandra forecast expects a beat at ≥$2.15 EPS. ChatGPT/Finbold models see an immediate price target of ~$238 (current ~$224, +6.3%). Options market signals an implied ±8–10% post-earnings move; however, 'sell-the-news' reactions are historically possible when expectations are very high. Derived from options market and analyst distribution: ~38% probability of >+5% on the following day.
💻 Technology
Hit
✦ AI
Analyst consensus for NVIDIA's Q2 FY2027 revenue (quarter May–July 2026) stands at approximately $91.8 billion (S&P Global / Hudson Labs), with NVIDIA's own guidance at $91.0 billion ±2%. A beat to $95.0 billion equals +3.5% above consensus — within NVIDIA's historical beat pattern over the past six quarters. The Data Center segment (Blackwell GPUs, NVLink) is expected to contribute approximately $85.7 billion; even a moderate upside from sovereign AI deals and custom silicon would reach the threshold. This prediction is substantively distinct from the open prediction on NVDA stock price (+5%) and adds fundamental color. Risk: CoWoS packaging supply constraints could have limited Q2 shipments.
💻 Technology
Hit
✦ AI
NVIDIA has beaten the EPS consensus in each of the last 8+ consecutive quarters, often by 10–20%+. Blackwell GPU architecture (GB200/GB300 NVL72 rack systems) generates record backlogs and explosive datacenter revenue growth. Q1 FY2027 (Apr–May 2026) also reported with a large beat. The ~USD 0.85 consensus is widely considered conservative by analysts, with high-end estimates reaching USD 0.95. NVIDIA's structural market dominance in AI infrastructure remains intact.
💻 Technology
Hit
✦ AI
NVIDIA has beaten EPS consensus estimates for at least 15 consecutive quarters. Q2 FY2027 Non-GAAP EPS consensus: ~$2.08; revenue guidance ~$91bn (±2%). AI infrastructure capex from Microsoft Azure, Amazon AWS, and Google Cloud — all tracking higher for H2 2026 — remains the primary demand driver. NVDA trades at ~$203–211 (July 14, 2026), up ~13% YTD. No Polymarket quote; derived from historical beat rate.
💻 Technology
Hit
✦ AI
NVIDIA reports Q2 FY2027 results (fiscal quarter April–July 2026) on August 26, 2026. Q1 FY2027 (May 2026) achieved record revenue of $81.6B (+85% YoY), driven by Blackwell chip demand from hyperscalers. NVIDIA has beaten Non-GAAP EPS consensus in every one of the last 12+ quarters — one of the most consistent beat streaks in US tech. AI infrastructure spending from Microsoft Azure, Amazon AWS, Google Cloud, and Meta remains at record levels per Q1/Q2 earnings results. No Polymarket market for NVDA Q2 FY2027; estimated beat probability: ~84%.
💻 Technology
Hit
✦ AI
NVIDIA reports on August 26, 2026 for Q2 FY2027 (May–July 2026). Non-GAAP EPS consensus is c. $2.07–2.09 per share; datacenter revenue target exceeds $80bn (Q1 FY2027: $75.2bn). NVDA has beaten EPS consensus in each of the last eight quarters. This platform predicts parallel hyperscaler growth: Azure >39%, Google Cloud >28%, AWS >20% — all supporting sustained Blackwell GPU demand. Even a modest beat of >$0.05 would satisfy the prediction. Risks: tightened export controls, China demand loss from US trade conflict.
💻 Technology
Hit
✦ AI
Nvidia closed Q1 FY2027 (May 2026) with Non-GAAP EPS of $1.87, above the $1.70 consensus, on revenue of $81.6B (+85% YoY). For Q2 FY2027, consensus EPS is approx. $2.01; FY2027 annual EPS growth expected +32.8% to ~$5.34. AI infrastructure capex by hyperscalers (Microsoft, Google, Meta, Amazon) is at record levels—each of the four has announced $60–90B capex for 2026. Polymarket most recently showed near-100% beat probability for Nvidia earnings. Nvidia has beaten consensus for at least eight consecutive quarters.
💻 Technology
Hit
✦ AI
Nvidia reports Q2 FY2027 on August 26, 2026. Analyst consensus: Non-GAAP EPS ~$2.08 (range $2.07–$2.09). Data center revenue in Q1 was $75.2B; Q2 expected >$80B. Nvidia has beaten EPS estimates every quarter since 2023, often by wide margins. Hyperscaler capex remains at record highs: Alphabet at $205B for 2026, Meta and Amazon also at all-time highs. Polymarket assigns 72% probability to Nvidia as world's most valuable company through end of July. AI infrastructure demand (Blackwell Ultra, GB300) dominates the pipeline.
💻 Technology
Hit
✦ AI
NVIDIA reports Q2 FY2027 (fiscal May–July 2026) after market close on August 26. Per Barchart, analyst consensus is ~$2.07–2.09 non-GAAP EPS; revenue is estimated at ~$91B, with data-centre exceeding $80B (Blackwell GPU cycle, followed by early Rubin announcements). NVIDIA has beaten EPS estimates in eight consecutive quarters — sometimes by wide margins. Global AI infrastructure demand (Microsoft, Meta, Alphabet, Amazon capex guidance all revised upward for 2026) structurally supports revenue. No Polymarket market found for this specific event; calibrated based on historical NVDA beat rate (>95%) and analyst notes.
💻 Technology
Hit
✦ AI
Analyst consensus for NVIDIA total revenue Q2 FY2027: $91.85B (40 analysts, August 2026). Data Center historically represents ~87–90% of total revenue. Q1 FY2027 actuals: $75.2B Data Center (+21% QoQ, +92% YoY). Sequential +6–7% growth yields ~$80B; analyst estimate range: $79–83B. Hyperscaler capex from Microsoft, Google, Amazon, and Meta confirmed continued AI infrastructure buildout. SemiAnalysis projects H2 FY2027 Data Center at $203B, ~20% above Wall Street consensus. The $80B threshold sits within the consensus corridor and is treated as the minimum expectation.
💻 Technology
Hit
✦ AI
CrowdStrike reports after market close on August 26, 2026. Wall Street consensus for Non-GAAP EPS is $0.29, revenue approximately $1.44B (management guidance: $1.436–1.442B). CrowdStrike has beaten EPS consensus by an average of 7% in each of the last eight quarters. Since an open Cassandra prediction simultaneously targets revenue >$1.47B — implying guidance beat — operating leverage would be sufficient for EPS of at least $0.31. No direct Polymarket market; calibrated via historical beat rate.
💻 Technology
Miss
✦ AI
NVIDIA's gaming segment delivered $4.3B in Q2 FY2026 (May–Jul 2025), beating consensus by $500M, driven by the fastest-ramping x60-class GPU launch ever (Blackwell RTX 5060). For Q2 FY2027 (May–Jul 2026), a next-gen consumer GPU cycle is expected to sustain the run rate. The platform forecasts total Q2 FY2027 revenue >$95B; $4.5B gaming = ~4.7% share, consistent with recent mix.
💻 Technology
Hit
✦ AI
NVIDIA guided Q2 FY2027 revenue at $91 billion (±2%); analyst consensus is $91.85–91.9 billion. Revenue >$93 billion implies +2.2% above the guidance midpoint – within the historical 5–15% beat range. Drivers: sustained AI chip demand (Blackwell architecture), high hyperscaler backlog. Risk: US export restrictions on H20 chips for China may weigh on H2 2026. No prediction market value available; own estimate based on historical beat consistency.