💻 Technology
✦ AI
Nvidia has beaten Non-GAAP EPS consensus in each of the past 14 quarters, often by double-digit percentages. Q3 FY2027 (Oct–Jan) consensus stands at USD 2.47/share with revenue expectations of ~USD 108bn. Data-center AI demand (Blackwell generation) remains structurally strong; hyperscalers (Microsoft Azure, Google Cloud, Amazon AWS) continue raising capex. No dedicated Polymarket market for this specific quarter found; estimate based on historical beat rate and Nvidia's own communicated outlook.
💻 Technology
✦ AI
NVIDIA reported Q2 FY2027 (May–July 2026) record revenue of $96.2B (+18% QoQ, +106% YoY) and guided Q3 at $108.0B (±2%), putting the upper bound at $110.2B. The Vera Rubin platform ramp began in August 2026 and is expected to contribute ~20% of Data Center revenue in Q3. NVIDIA has beaten its own guidance by 5–11% in each of the past four quarters; Yahoo Finance headlined: 'Nvidia's $108B Q3 Guide Will Look Conservative by December.' CEO Jensen Huang guided 70% revenue growth for FY2028. A result above $110B implies only ~2% outperformance – well below historical averages. No direct Polymarket/Kalshi market for this threshold found.
🍾 Beverages
✦ AI
Rémy Cointreau entered FY2026/27 with +1.3% organic growth in Q1 (April–June 2026, €223.2m), led by the Cognac division at +7.7% organic — the strongest quarterly rise in four quarters. Management confirmed mid-2026 a 'return to sustainable organic growth, with momentum expected to strengthen progressively throughout the year.' For H1 organic growth above +2.0%, Q2 (July–September 2026) needs to deliver ~+2.7% organic — plausible given Cognac momentum, favourable base effects (FY2026 full-year −18.0% organic), and typically strong summer trading for premium spirits, but not yet certain. No prediction market or market anchor available; calibrated from Q1 momentum and company guidance.