On November 19 (U.S. time), Nvidia (NVDA, covered by U.S. Semiconductors analyst James Schneider) reported its 3QFY26 (August-October) earnings results. Revenue of US$57bn (+22% qoq) exceeded both GSe of US$55.6bn and Visible Alpha Consensus Data of US$55.4bn, with Data Center revenue of US$51.2bn well above both GSe of US$49.4bn and the Street at US$49.7bn. The company guided 4Q (November-January) revenue and gross margin above the Street, where revenue guidance of US$65bn at the midpoint exceeded both GSe ...