Nvidia has announced a delay in the production of its Blackwell GPUs, pushing back the start of full-scale shipments to the fourth quarter. The delay is attributed to changes in the GPU mask aimed at boosting production yields. Despite this, Nvidia expects substantial revenue from Blackwell in the final months of the year, and the company’s overall revenue outlook remains positive.
AGNC Investment Corp. (AGNC) reported its first-quarter earnings, aligning with adjusted earnings per share (EPS) projections but falling short of revenue forecasts. The adjusted EPS of $0.58 aligned with analyst consensus, while adjusted net interest and dollar roll income missed the expected $567.47 million by $496 million. The company’s stock experienced a slight increase of 0.54% post-earnings release, indicating a mildly positive investor response despite the revenue shortfall.
