business

Claire Yubin Oh5/28/25

Nvidia has beaten earnings for 9 quarters in a row. Can Jensen and co. make it 10?

While yesterday’s tariff reprieve sent stocks soaring, the focus today is shifting onto one company, with AI darling Nvidia set to report its first-quarter results after the bell.

After powering the AI trade, both literally and figuratively, for the last two years, Nvidia’s earnings have typically beaten estimates.

Data from FactSet reveals that Nvidia has been on a winning earnings streak for the past nine quarters, though Wall Street’s analysts have been getting closer and closer in the guessing game, as they adjusted to the remarkable pace of growth that the company was putting up.

Nvidia surprises investors — Sherwood News

Today’s results will cover a three-month period that included the DeepSeek crash, President Trump’s market-shaking tariffs, and an export ban of its H20 chips to China that cost Nvidia $15 billion in sales as a result.

So, what are traders expecting?

Per Sherwood News’ Luke Kawa, investors will be looking to see if Nvidia can hit earnings per share of $0.88 on $43.4 billion of revenue — the average of analyst estimates compiled by Bloomberg.

More importantly, however, the market may home in on four things: the company’s access to China, gross margins, the Blackwell ramp, and its sovereign AI efforts.

Go Deeper: What Wall Street is looking for from Nvidia’s earnings report.

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Spotify wants us all to join its 20th anniversary celebrations

Looking at its finances, no wonder the streamer’s in a festive mood.

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Smartphones are 12% cheaper than last year, according to the latest inflation data... except they’re not

Phones are one of a few important categories that get quality, or “hedonic,” adjustments in the Consumer Price Index — which make their price go down in the official statistics.

David Crowther5/12/26

business

Max Knoblauch5/11/26

Texas sues Netflix, accusing streamer of spying on children and collecting user data without consent

The state of Texas filed a lawsuit Monday against streaming giant Netflix, alleging that the company has built a “behavioral-surveillance program of staggering scale.”

The suit alleges that Netflix is “deceptively designed” to be addictive, using features like autoplay to get viewers hooked, “mining those users for data, and then converting that data into lucrative intelligence for global advertising juggernauts.”

“When you watch Netflix, Netflix watches you,” the lawsuit reads.

“This lawsuit lacks merit and is based on inaccurate and distorted information,” Netflix said in a statement to Sherwood News. “Netflix takes our members’ privacy seriously and complies with privacy and data‑protection laws everywhere we operate.”

Texas is seeking civil penalties of “up to $10,000 per violation” of the Texas Deceptive Trade Practices-Consumer Protection Act, along with an additional penalty of up to $250,000 per violation involving a consumer aged 65 or older.

“Netflix is not the ad-free and kid-friendly platform it claims to be. Instead, it has misled consumers while exploiting their private data to make billions,” said Texas Attorney General Ken Paxton in the press release announcing the lawsuit.

Netflix did not immediately respond to a request for comment.

Attorney General Ken Paxton Sues Netflix for Spying on Texas Kids and Consumers by Illegally Collecting Users’ Data Without Their Knowledge or Consent

Attorney General Ken Paxton Sues Netflix for Spying on Texas Kids and Consumers by Illegally Collecting Users’ Data Without Their Knowledge or Consent

“This lawsuit lacks merit and is based on inaccurate and distorted information,” Netflix said in a statement to Sherwood News. “Netflix takes our members’ privacy seriously and complies with privacy and data‑protection laws everywhere we operate.”

Texas is seeking civil penalties of “up to $10,000 per violation” of the Texas Deceptive Trade Practices-Consumer Protection Act, along with an additional penalty of up to $250,000 per violation involving a consumer aged 65 or older.

“Netflix is not the ad-free and kid-friendly platform it claims to be. Instead, it has misled consumers while exploiting their private data to make billions,” said Texas Attorney General Ken Paxton in the press release announcing the lawsuit.

Netflix did not immediately respond to a request for comment.

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