💻 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.
💻 Technology
Hit
✦ AI
Analyst consensus for NVIDIA Q2-FY2027 total revenue is >$93.0 billion (open Cassandra prediction). With the Data Center segment historically representing >91% of total revenues and a separate open prediction placing Gaming at >$4.5 billion, implied Data Center revenue is ~$85–88 billion. The $85 billion threshold (91.4% of consensus total) is conservative. Hyperscalers (Microsoft, Alphabet, Meta, Amazon) have each flagged >$50 billion in 2026 capex, much of which flows to NVIDIA hardware. No dedicated Polymarket market for the Data Center sub-segment found; the broader NVDA earnings market (>$93 billion total revenue) is priced in with high implied probability. Risk: unexpected TSMC CoWoS supply constraints or a surprisingly strong OEM/Automotive quarter could skew segment mix.
💻 Technology
Miss
✦ AI
NVIDIA has consistently delivered Non-GAAP gross margins of 78–80% over the last four quarters (Q1 FY2027: 78.4%, Q4 FY2026: 79.1%), driven by Blackwell GPU demand and pricing power. Wall Street consensus expects ~77.5–78.5% for Q2 FY2027. Existing Cassandra forecasts cover revenue (>$93B) and Data Center (>$85B); gross margin is a separately verifiable metric.
💻 Technology
Hit
✦ AI
NVIDIA reports Q2 FY2027 results after US market close on August 26, 2026. Non-GAAP EPS consensus: $2.08 (40 analysts, MarketBeat). NVIDIA has beaten consensus for 13 consecutive quarters; last beat was 4.6% – a similar beat yields ~$2.18 (well above $2.15). Drivers: sustained AI data center demand (Blackwell GPU), NVIDIA guidance midpoint $91B revenue. Risks: shrinking beat margin, China revenue excluded from guidance. No Polymarket/Kalshi market for this specific EPS threshold.
💻 Technology
Hit
✦ AI
Cisco reported USD 1.3 billion in quarterly AI orders in its last quarter and raised its full-year AI revenue guidance to over USD 4 billion. The AI-driven Ethernet switching and optical transceiver boom benefits Cisco directly versus Nvidia Infiniband. Consensus EPS approx. USD 1.17 per share on expected revenue of USD 16.82 billion (TradingPedia, July 2026). No market quotes for Cisco Q4 FY2026 available.