Nvidia Forecasts $1 Trillion in Orders for Its Blackwell and Vera Rubin AI Chips During Nvidia’s 2026 GTC Conference in San Jose, CEO Jensen Huang announced that combined orders for the company’s Blackwell and upcoming Vera Rubin chip architectures are projected to reach $1 trillion by 2027. This marks a significant jump from the $500 billion demand forecasted through 2026 just a year earlier, highlighting Nvidia’s rapidly expanding footprint in artificial intelligence hardware markets. Huang emphasized that the Rubin architecture, first unveiled in 2024, represents a new technological leap forward. Rubin is designed to outperform its predecessor, Blackwell, by substantial margins—up to 3.5 times faster for AI model training and 5 times faster for inference tasks, achieving performance levels as high as 50 petaflops. Production of Rubin chips began in early 2026, and Nvidia expects to accelerate manufacturing in the second half of the year to meet increasing global demand. The updated forecast reflects not only surging interest from AI developers and cloud providers but also Nvidia’s dominant role in powering next-generation artificial intelligence infrastructure. The announcement underscores the company’s confidence in maintaining its leadership as competition intensifies across the semiconductor industry. Investors and analysts see these projections as both a signal of market optimism and a challenge to other chipmakers aiming to close the performance and demand gap with Nvidia.

Nvidia Forecasts $1 Trillion in Orders for Its Blackwell and Vera Rubin AI Chips

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#salesforecast #winrate #methodology #socialselling #digitalselling #socialenablement | Bertrand Godillot L’espoir n’est pas une stratégie 🤔 ! Tout le monde est d’accord pour l’affirmer et pourtant, quand on analyse la manière dont est construite la plupart des prévisions de vente, Monsieur...

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Treasury Wine Estates Withdraws 15% Growth Forecast After China Sales Slump Penfolds brand faces headwinds as changing Chinese consumption patterns force company to revise financial outlook for 2026 and 2027.

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Australian Vintage bets on single-serve wines to boost profits after tough year company upgrades sales forecasts as new products outperform expectations in key markets and international expansion accelerates

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Constellation Brands lowers profit outlook as beer sales weaken amid shifting consumer demand Hispanic consumers cut back on high-end beers, contributing to forecasted declines in sales and operating profit for 2026

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Pernod Ricard predicts Q1 sales fall as Chinese and U.S. woes continue By Dominique Vidalon PARIS (Reuters) - Pernod Ricard reported a 3% fall in full-year 2025 organic sales which met forecasts, but warned of lower first quarter revenues amid tariff uncertainty and sliding sales in the United States and China. The French company, which is the world’s second-biggest Western spirits maker by revenue after Diageo, said that for its 2026 fiscal year, it expected improving sales trends skewed towards the second half and lower first quarter sales. Pernod said distributor inventory adjustments would continue in the United States, while consumer demand would stay soft in China. Pernod - which has launched a restructuring plan to cut costs - reiterated its guidance for between 3% and 6% annual organic sales growth for 2027-2029, along with annual organic margin expansion. Sales reached 10.959 billion euros ($12.83 billion) in the twelve months to June 30, representing an organic decline of 3% which met analysts’ expectations for a 3% fall. Profit from recurring operations stood at 2.951 billion euros, marking an organic decline of 0.8%. The maker of Absolut vodka and Jameson whiskey said sales declined by 6% in the United States. Prolonged tariff uncertainty impacted distributor inventory levels at the year-end, with adjustments expected for its 2026 fiscal year, it added. In China, Pernod’s annual 2025 sales fell 21% as weak consumer demand and the looming conclusion of an anti-dumping investigation led to an overhang in distributor inventories. 3rd party Ad. Not an offer or recommendation by Investing.com. See disclosure here or remove ads. ($1 = 0.8542 euros) The fastest way to find out is with our Fair Value calculator. We use a mix of 17 proven industry valuation models for maximum accuracy. Get the bottom line for PERP plus thousands of other stocks and find your next hidden gem with massive upside. Full access now available at 50% off while our Summer Sale lasts. Hurry, offer ends soon!

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Abercrombie & Fitch raises annual sales forecast as affluent shoppers keep spending (Reuters) -Abercrombie & Fitch raised its annual sales forecast on Wednesday, betting on robust demand for its Hollister brand of dresses and jeans as shoppers prioritize spending on trendy apparel undeterred by price hikes. The company, whose denim jeans sell at an average $100, has been able to drive growth at its eponymous and Hollister brands by targeting affluent female shoppers, who make up a majority of the company’s customer base. Well-heeled shoppers in the U.S. have so far shown willingness to soak up price hikes, as indicated by resilient spending on aspirational goods such as Birkenstock sandals and Bugaboo strollers. However, Abercrombie expects to face some margin pain from U.S. President Donald Trump’s trade policies, similar to other retailers such as Ralph Lauren and Coach handbag owner Tapestry. Tariff-related costs will be about $90 million after mitigation, taking into account current level of levies, it warned on Wednesday. That is higher than a $50 million hit it had anticipated in May. Most of Abercrombie & Fitch’s key sourcing countries include Vietnam, Indonesia, and Cambodia, which are subject to tariffs in the range of 10% to 20%, while India faces potential tariffs of about 50%. The company now expects net sales for fiscal year 2025 to grow in the range of 5% to 7%, compared to its prior forecast of a 3% to 6% increase. Net income per share for the fiscal year 2025 is projected in the range of $10 to $10.50, compared with its earlier forecast between $9.50 and $10.50. 3rd party Ad. Not an offer or recommendation by Investing.com. See disclosure here or remove ads. The apparel retailer posted net sales of $1.21 billion for the quarter ended August 2, slightly above analysts’ average estimate of $1.20 billion, according to data compiled by LSEG. Shares of the company were down 3% in volatile premarket trading. ProPicks AI analyzes thousands of stocks using 100+ institutional-grade financial metrics to identify the strongest opportunities. With 80+ strategies across global markets, you might be surprised where TPR appears. Our flagship Tech Titans strategy doubled the S&P 500 within 18 months, including notable winners like Super Micro Computer (+185%) and AppLovin (+157%). Each strategy refreshes monthly with 10-20 high-conviction picks. Even if TPR isn't currently featured, you'll discover similar opportunities in the same industry or theme—stocks the AI identifies before they breakout. Now up to 50% off while our Summer Sale lasts.

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Magna raises sales forecast, beats quarterly view on cost cuts (Reuters) -Canadian auto parts supplier Magna International (NYSE:MGA) raised annual sales forecast and topped second-quarter estimates on Friday, benefiting from its cost-cutting measures. The company had said in May it would take steps such as restructuring and reduced capital and engineering spending to cushion the hit from sweeping tariffs. U.S. President Donald Trump’s levies have pressured auto companies across the supply chain, forcing suppliers to absorb more expenses or renegotiate with automakers. Peers Aptiv (NYSE:APTV) and BorgWarner (NYSE:BWA) also raised their annual forecasts on Thursday, banking on stronger auto parts demand. Magna expects 2025 sales to be between $40.4 billion and $42.0 billion, compared with its prior forecast of $40.0 billion and $41.6 billion. On an adjusted basis, it earned $1.44 per share for the quarter through June, above analysts’ estimate of $1.14 per share, according to data compiled by LSEG. Total quarterly sales fell about 3% to $10.63 billion, while the estimate was $10.23 billion. With valuations skyrocketing in 2024, many investors are uneasy putting more money into stocks. Sure, there are always opportunities in the stock market – but finding them feels more difficult now than a year ago. Unsure where to invest next? One of the best ways to discover new high-potential opportunities is to look at the top performing portfolios this year. ProPicks AI offers 6 model portfolios from Investing.com which identify the best stocks for investors to buy right now. For example, ProPicks AI found 9 overlooked stocks that jumped over 25% this year alone. The new stocks that made the monthly cut could yield enormous returns in the coming years. Is MGA one of them?

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Dollar General lifts annual sales target on demand for cheaper essentials (Reuters) -Dollar General on Tuesday raised its annual sales forecast after its quarterly results topped estimates, as still-high inflation and tariffs-led economic uncertainty drove consumers to its stores for affordable everyday essentials. The company’s shares jumped 8% in premarket trading. They have risen about 28% so far this year. Dollar stores have historically stood a better chance to weather out tougher economic conditions as consumers shop for cheaper goods at these outlets to stretch their budgets. Some portion of Dollar General (NYSE:DG)’s private brand products are exposed to President Donald Trump’s sweeping tariff policies currently in place on countries including China, but it expects to mitigate most of the impact to its cost of goods from these levies, the company said. Dollar General has focused on a leaner store count and remodeling existing stores to help improve operations and cut costs at a time when its core lower-income consumer is under pressure from still-high inflation. Dollar General now expects annual same-store sales growth between 1.5% and 2.5%, compared with its prior target of 1.2% to 2.2%. The company’s same-store sales for the three months ended May 2 grew 2.4%, topping estimates of a 1.41% rise, according to data compiled by LSEG. Its first-quarter earnings per share of $1.78 also handily beat estimates of $1.48. Despite the results, Dollar General acknowledged tariff-fueled uncertainty that looms over the rest of the year, which has forced several companies to sound caution on consumer spending trends, and lower their financial targets as they brace for a hit to their profits from higher input costs. Rival Dollar Tree (NASDAQ:DLTR), which offloaded the Family Dollar chain earlier this year, reports first-quarter results on Wednesday. DLTR: A Bull or Bear Market Play? Don't miss out on the next big opportunity! Stay ahead of the curve with ProPicks AI – 6 model portfolios fueled by AI stock picks with a stellar performance this year... In 2024 alone, ProPicks AI identified 2 stocks that surged over 150%, 4 additional stocks that leaped over 30%, and 3 more that climbed over 25%. That's an impressive track record. With portfolios tailored for Dow stocks, S&P stocks, Tech Stocks, and Mid Cap stocks, you can explore various wealth-building strategies. So if DLTR is on your watchlist, it could be very wise to know whether or not it made the ProPicks AI lists.

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Australian Vintage forecasts cash outflow as wine industry struggles persist Company faces rising debt and falling sales but eyes UK growth and future recovery through new products and acquisitions

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Roger Federer-backed On raises annual sales forecast as promotions, new launches fuel demand By Ananya Mariam Rajesh and Neil J Kanatt (Reuters) - Roger Federer-backed On Holding raised its annual sales forecast on Tuesday and said it would have to undertake selective pricing to mitigate impacts from U.S. President Donald Trump’s tariffs. Shares of the sportswear company rose 9% in early trading, as On reported a quarterly sales beat on the back of strong demand despite global uncertainty from the tariff war. The Trump administration has implemented a baseline 10% tariff on all trading partners globally including Vietnam and Indonesia, with further tariffs on these two countries on a 90-day pause. The two regions are major production hubs for On. Vietnam faces a 46% tariff on exports to the U.S. if a reduction cannot be negotiated before the moratorium expires in July. In 2024, On sourced about 90% of its shoes and about 60% of its apparel and accessories from Vietnam. "We are looking into diversification, but at the same time ... pricing will be one of the elements to mitigate some of the impacts at the moment. So we are planning to adjust some prices in the U.S. as of July," said CEO and CFO Martin Hoffmann. On forecast annual adjusted core profit margin growth, which excludes interest, taxes, depreciation and amortization, in the range of 16.5% to 17.5%, compared with previous expectations of 17% to 17.5%. "We believe they are once again taking a prudent approach to guidance and we expect beats & raises to continue," Truist Securities analyst Joseph Civello said. It now expects full-year 2025 net sales growth of at least 28% on a constant currency basis, up from previous expectation of 27%. On’s first-quarter sales rose 43% to 726.6 million Swiss francs ($861.41 million), beating estimates of 681.2 million Swiss francs, fueled by high profile collaborations, such as with actor Zendaya, and new product launches including Cloud 6 and Cloudsurfer 2. The company posted adjusted profit of 0.23 Swiss francs per share, compared with 0.22 Swiss francs expected by analysts according to data compiled by LSEG. ($1 = 0.8435 Swiss francs)

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Palantir Sales Forecast Falls Short of Wall Street’s Hopes - Yahoo Finance Palantir Sales Forecast Falls Short of Wall Street’s Hopes  Yahoo Finance

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LVMH misses sales forecast as core business slumps in first quarter PARIS (Reuters) -LVMH’s first-quarter revenue undershot expectations, as shoppers in the United States pulled back on beauty products and drinks while sales in China stayed weak, the world’s largest luxury group said on Monday. The 3% decline in first-quarter sales - well below analyst expectations for 2% growth in January to March - were a first sign that luxury companies could face another tough year following President Donald Trump’s recent tariff announcements, which sparked fears of a recession. LVMH’s New York-listed depositary receipts fell by as much as 7.5% after the results were released. Speaking to analysts, LVMH’s finance chief, Cecile Cabanis, said the group’s high-end leather goods and fashion brands were still "well-oriented" in the United States, but that the performance of its mass-market retail chain Sephora, along with cognac and beauty products, weakened. "The U.S. deceleration was essentially driven by Sephora," Cabanis said, adding that Amazon.com (NASDAQ:AMZN) was "very aggressive" on prices. Cabanis said trade tensions, which have sent global markets on a rollercoaster ride, were making it complicated to conduct business. "These days, parameters are changing every hour." The French company behind Louis Vuitton and Dior, jewellery brand Bulgari and Hennessy cognac, has had a difficult start to the year, said a Bernstein note. Globally, the fashion and leather goods division, accounting for nearly half of group sales and over 75% of its profit, posted a 5% fall in sales, below expectations for a flat performance. "Investor concerns around underlying demand recovery are likely to be amplified based on these results," said analysts at RBC, adding that further earnings cuts are likely due to tariff-related risks. Louis Vuitton, its biggest brand, still outperformed the division while Dior continued to lag, Cabanis said. Bernstein noted that changes in creative direction at Dior were "slow to appear." RECESSION FEARS Europe’s luxury players, also including Hermes, Kering (EPA:PRTP) and Prada (OTC:PRDSY), were counting on wealthy Americans to reignite growth for the sector as the outlook for China remained bleak. But with fears of a U.S. recession, the sector is bracing for what could be its longest slump in years. Sales in the U.S. market fell 3% in the first quarter, while in the Asia region excluding Japan they were down 11%. Total group sales for the three months to the end of March came to 20.3 billion euros ($23.08 billion). The luxury sector, selling prized items to rich shoppers at high margins, is better positioned than other industries to use its pricing power to shield profits against Trump’s tariffs, which would include a 20% charge on European fashion and leather goods and 31% for Swiss-produced watches if fully applied. Last week, Trump paused most of his tariffs for 90 days, setting a general 10% duty rate instead. Finance chief Cabanis said the company was still looking at producing more in the United States, "but we’ll see at what pace and how much we want that to evolve." The group has three Louis Vuitton factories and some Tiffany workshops in the country, making it the only major European luxury group to produce locally. LVMH has faced a host of problems limiting production at its high-profile Texas facility, with the site consistently ranked among the worst-performing for Louis Vuitton globally, Reuters reported. ($1 = 0.8797 euro)

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Nintendo Switch 2: Analysefirma senkt Verkaufsprognose, prognostiziert aber die am schnellsten verkaufte Konsole Doug Bowser, Präsident von Nintendo of America, sagte in einem Interview mit CBC/Radio-Canada, dass die Nintendo Switch 2 an den Erfolg seiner Vorgängerin anknüpfen kann. Die aktuelle Konsole von Nintendo verkaufte sich über 150 Millionen Mal und wird…

Nintendo Switch 2: Analysefirma senkt Verkaufsprognose, prognostiziert aber die am schnellsten verkaufte Konsole #NintendoSwitch2 #SalesForecast

Logitech’s $2B Buyback Signals Bold Growth in a Shifting Market - WIOBS Logitech unveils a $2 billion share buyback and forecasts 2026 sales growth, blending AI innovation with ambitious expansion...

Logitech’s $2B Buyback Signals Bold Growth in a Shifting Market
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