Defense World
27 Sept 2026, 10:36 UTC · 2h ago
Verdict
Headline takes no side. We score NVDA +0.80 across four claims — strongly bullish.
+0.80strongly bullish
More positive than 88% of ticker scores this week
What the story claims
4 claims · scored −1 bearish … +1 bullish · 2 new · 2 priced in
CFO Colette Kress sold 34,918 shares on September 17th at an average price of $219.05.
Newdisclosure of transaction on Thursday, September 17th
So whatThe total sale of $7.6M represents a 4.36% reduction in the CFO's holding.
More negative than 69% of claims this week
EVP Timothy Teter sold 30,460 shares on September 21st at an average price of $222.80.
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Newdisclosure of transaction on Monday, September 21st
So whatThis $6.7M sale was executed under a Rule 10b5-1 plan, reducing his stake by 1.12%.
More negative than 63% of claims this week
United Super Pty Ltd increased its NVIDIA position by 11.6% in the 2nd quarter to 2,091,934 shares.
Priced inresults for the 2nd quarter
So whatThe position now represents 7.5% of the fund's total portfolio.
More positive than 44% of claims this week
NVIDIA reported Q2 revenue of $96.22 billion, exceeding the consensus estimate of $92.27 billion.
Priced inresults announced Wednesday, August 26th
So whatThe 105.9% year-over-year revenue growth significantly beats the $92.27B estimate.
More positive than 44% of claims this week
Which stocks this story touches
More positive than 88% of ticker scores this week
The company reported earnings and revenue that beat analyst expectations, showed massive year-over-year growth, and saw increased positions from multiple institutional investors.
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Defense World
2h ago
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NVDA hasn't traded since this ran. Last close $225.07 (Sep 25); the reaction starts at the next open.
NVDA chart →
