Nvidia's Record-Breaking Earnings Fuel AI Boom Amid Market Scrutiny
63 Sources
[1]
Nvidia reports record sales as the AI boom continues | TechCrunch
Nvidia, the world's most valuable company, reported another quarter of sustained sales growth in its earnings statement Wednesday, with $46.7 billion in revenue, a 56% increase compared to the same period last year. That growth was largely fueled by AI-dominated data center business, which saw a
[2]
Nvidia Earnings Are the Stock Market Risk Event After Fed Rally
Traders are breathing easier heading into this week after Federal Reserve Chair Jerome Powell indicated that interest rate cuts are coming. The next test for the stock market will be a read on what's been driving gains for the past few years: artificial intelligence euphoria. Sentiment was weak
[3]
Wall St Week Ahead Investors zero in on Nvidia results as US tech stocks waver
NEW YORK, Aug 22 (Reuters) - A wobble in U.S. technology shares has raised the stakes for Nvidia Corp's (NVDA.O), opens new tab quarterly results on Wednesday, with earnings from the semiconductor giant posing a crucial test for the scorching AI trade. The benchmark S&P 500 (.SPX), opens new tab
[4]
Can Nvidia results dispel creeping AI doubts?
ORLANDO, Florida, Aug 26 (Reuters) - Questions are arising about when artificial intelligence will deliver its promised returns, meaning tech-concentrated U.S. equity indices sitting near record highs are vulnerable to a correction. Nvidia's quarterly results this week could therefore potentially
[5]
Dominant AI trade confronts test as bellwether Nvidia reports earnings
NEW YORK, Aug 27 (Reuters) - The artificial intelligence theme that has propelled markets over the past couple years faces a crucial moment on Wednesday, when bellwether Nvidia Corp (NVDA.O), opens new tab reports its second-quarter results. Technology shares, including a number of signature
[6]
Nvidia earnings: AI demand, China, and what else to watch for
Aug 27 (Reuters) - AI chipmaker Nvidia (NVDA.O), opens new tab, the dominating force behind the rally in the S&P 500 index (.SPX), opens new tab since 2023, is set to report second-quarter earnings on Wednesday after U.S. market close. Wall Street is holding its breath, and will scour the company's
[7]
Nvidia forecasts higher revenue as China clouds future
Aug 27 (Reuters) - Nvidia(NVDA.O), opens new tab forecast third-quarter revenue above Wall Street estimates on Wednesday, helped by robust demand for its artificial intelligence chips from cloud providers expanding infrastructure to power generative AI technology. The AI market bellwether expects
[8]
AI leader Nvidia forecasts third-quarter revenue above estimates
Aug 27 (Reuters) - Nvidia forecast third-quarter revenue above Wall Street estimates on Wednesday, helped by robust demand for its artificial intelligence chips from cloud providers expanding infrastructure to power generative AI technology. The AI market bellwether(NVDA.O), opens new tab expects
[9]
Nvidia revenue jumps 56% on robust AI demand
Nvidia delivered solid results on Wednesday as the $4tn tech giant at the heart of the artificial intelligence boom signalled resilient growth, with markets jittery about whether the momentum around AI can continue. The company reported revenue of $46.7bn for the quarter to July 28, up 56 per cent
[10]
Nvidia shares fall on a strong but not impenetrable quarter. There's still so much to like
Nvidia delivered a better-than-expected quarterly results Wednesday night, but a few blemishes in the report -- at least in the eyes of the market -- has shares of the leading AI chipmaker falling in extended trading. That's all some investors need to book profits in a stock that's nearly doubled
[11]
Nvidia reports second-quarter earnings after the bell
Nvidia CEO Jensen Huang attends the "Winning the AI Race" Summit in Washington D.C., U.S., July 23, 2025. Nvidia reports fiscal second-quarter earnings on Wednesday after the bell. Here's how Nvidia is expected to do versus LSEG consensus estimates: That would represent 53% year-over-year
[12]
Nvidia's quarterly report will gauge the temperature of the AI craze
SAN FRANCISCO (AP) -- Artificial intelligence bellwether Nvidia is poised to release a quarterly report that's expected provide a better sense about whether the stock market has been riding on an overhyped bubble or whether it's being propelled by a technological boom that's still gathering
[13]
What Nvidia's earnings mean for the stock market and AI trade
Nvidia's closely watched earnings report showed weaker-than-expected sales at its data center business, though the stock's pullback in extended trading may prove short-lived with investors still believing in the artificial intelligence trade. The chipmaker beat Wall Street's expectations for fiscal
[14]
Nvidia Earnings Show Sales Jump Amid Strong Demand for A.I. Chips
Nvidia, the artificial intelligence chipmaker, was crowned the world's first $4 trillion public company last month and has become perhaps the most important factor determining the direction of the stock market. On Wednesday, the Silicon Valley company reported results that showed that spending on
[15]
Investors Expect Nvidia's Earnings to Move the S&P More Than Powell's Speech
When Nvidia, the chip producer, reports earnings next week, investors expect the S&P 500 to have a bigger reaction than when the Fed chair delivers a big speech on Friday. There are plenty of data points arriving over the coming weeks that could trip up the runaway stock market. On Friday, the
[16]
'It's Not Going to Slow Down': The Tech Stock Everyone Is Watching This Week
Wall Street is narrowing in on must-watch tech giant Nvidia (NVDA) this week, as the $4 trillion semiconductor company reports earnings amid an ongoing skid in the technology sector. "When the group goes down and the most important stock in the group reports earnings, that is going to have a
[17]
Nvidia Earnings Expectations Buoy Market Ahead of Report Nvidia Q2 2026 earnings
The S&P 500 surged ahead of earnings results to hit a record high of 6,481.40 Wednesday just ahead of quarterly earnings from the world's largest company, chipmaker Nvidia. "Nvidia is going to produce humongous revenue gains over the next nine months, on top of an already humongous revenue base,"
[18]
"AI overhype" or the real deal? Nvidia earnings will provide answers
Why it matters: The bellwether AI stock has mushroomed into an outsized force in the S&P 500, now accounting for about 8% of the index. * That's the highest weight of any single stock since data collection started in 1981, according to Apollo Global Management chief economist Torsten Sløk. The
[19]
Nvidia set to report second quarter earnings in test of AI boom
All eyes will be on chipmaker's latest financials as company sets tone for the rest of the artificial intelligence industry Nvidia is set to report its second-quarter earnings on Wednesday, in a first test of investor appetite since last week's mass AI-stock selloff. All eyes will be on the
[20]
AI mania or AI bubble? Nvidia's earnings -- and its China exposure -- will decide how Wall Street answers that question
Nvidia's earnings aren't just about Nvidia anymore. The $4 trillion chipmaker's quarterly financials have become a litmus test for the AI boom -- and, by extension, for the whole stock market. Constituting 8% of the market cap-weighted in S&P 500 Index and with an unrivaled grip on the chips that
[21]
Nvidia beats on $46.7B revenue -- and no China H20 sales
Nvidia is once again putting the market's AI obsession under the microscope. The company reported fiscal second-quarter 2026 earnings after the bell on Wednesday, posting revenue of $46.7 billion and earnings per share of $1.05 (non-GAAP) -- topping Wall Street's consensus forecast of about $46
[22]
Nvidia's earnings report will show whether AI boom is overhyped or not
Nvidia became the first publicly traded company to surpass a market value of $4 trillion last month, and its stock price has gained another 13% since then to create an additional $500 billion in shareholder wealth. The latest financial results are due on Wednesday afternoon. They have become a key
[23]
Nvidia beats Q2 estimates, forecasts higher revenue as stocks slide
The AI market bellwether expects revenue of $54 billion, plus or minus 2%, in the third quarter, compared with analysts' average estimate of $53.14 billion, according to data compiled by LSEG. The company said it has not assumed any shipments of its H20 chips to China in the outlook. Shares of the
[24]
Nvidia beats forecasts, but weaker data center sales drag down stock - SiliconANGLE
Nvidia beats forecasts, but weaker data center sales drag down stock In what has become the most highly anticipated report of the tech earnings season, Nvidia Corp. couldn't quite make investors happy. The maker of graphics processing units that power the latest artificial intelligence boom
[25]
Nvidia's quarterly report will gauge the temperature of the AI craze
SAN FRANCISCO (AP) -- Artificial intelligence bellwether Nvidia is poised to release a quarterly report that's expected provide a better sense about whether the stock market has been riding on an overhyped bubble or whether it's being propelled by a technological boom that's still gathering
[26]
Chip giant Nvidia to report earnings as some warn of AI 'bubble'
It comes after President Trump temporarily banned its sale of chips to China. An earnings report to be released by chip giant Nvidia on Wednesday will offer a window into the health of the artificial intelligence (AI) industry, which in recent years has become a key engine for stock market gains
[27]
Nvidia's quarterly report will gauge the temperature of the AI craze
SAN FRANCISCO -- Artificial intelligence bellwether Nvidia is poised to release a quarterly report that's expected provide a better sense about whether the stock market has been riding on an overhyped bubble or whether it's being propelled by a technological boom that's still gathering
[28]
Nvidia's earnings report will help to show whether the AI boom is overhyped or gaining steam
SAN FRANCISCO -- Chipmaker Nvidia will release a quarterly report Wednesday that could provide a better sense of whether the stock market has been riding an overhyped artificial intelligence bubble or is being propelled by a technological boom that's still gathering momentum. Nvidia become the
[29]
Nvidia's Quarterly Report Will Gauge the Temperature of the AI Craze
SAN FRANCISCO (AP) -- Artificial intelligence bellwether Nvidia is poised to release a quarterly report that's expected provide a better sense about whether the stock market has been riding on an overhyped bubble or whether it's being propelled by a technological boom that's still gathering
[30]
Nvidia Earnings Are About to Move the Entire Stock Market
Want more stock market and economic analysis from Phil Rosen directly in your inbox? Subscribe to Opening Bell Daily's newsletter. One way or another, Nvidia is about to move markets. The most important stock in the world reports earnings after the bell Wednesday, and it's reliably the most
[31]
AI bubble worries grow ahead of Nvidia earnings
Concerns about an artificial intelligence (AI) bubble across the U.S. technology sector are simmering ahead of the second-quarter earnings report from Nvidia, to be released after financial markets close on Wednesday. The maker of processors for data centers and server farms is seen as a
[32]
Nvidia Reports Earnings Today. What You Need To Know
As the world's most valuable company, a big post-earnings move in Nvidia's value would have a broader market impact. Nvidia (NVDA), the AI chipmaker at the heart of the artificial intelligence boom, is set to release its second-quarter earnings after markets close later today, in what could prove
[33]
What Wall Street Analysts Think of Nvidia's Stock Ahead of Earnings
The company warned it could face an $8 billion hit from China export curbs. Nvidia (NVDA) is set to release its latest quarterly results after the market closes today, with analysts expecting the most valuable company in the world's sales could reach another record high, despite an anticipated hit
[34]
Nvidia Earnings Live: AI Chipmaker's Results Expected to Spur Big Stock Price Move
Stay tuned here for the details from the earnings report, the market reaction and analysis. Traders Expect Big Post-Earnings Stock Price Move Nvidia's stock is expected to move approximately 6.2% in either direction by the end of the week, according to options pricing data. That big of a move
[35]
Nvidia's Earnings Pull Just Ahead of Estimates
Nvidia (NVDA) reported quarterly earnings just slightly ahead of Wall Street analysts' expectations, as its sales climbed to a record high. The AI chipmaker posted adjusted earnings of $1.05 per share on revenue that soared 56% year-over-year to a record $46.74 billion in the second quarter.
[36]
What Wall Street Analysts Think of Nvidia's Stock Ahead of Earnings Wednesday
The company warned it could face an $8 billion hit from China export curbs. Nvidia (NVDA) is set to release its latest quarterly results after the market closes Wednesday, with analysts expecting the most valuable company in the world's sales could reach another record high, despite an anticipated
[37]
After Months of Calm, Nvidia Earnings Could Spark a Big Stock Market Move
The tech rally stalled last week amid concerns about stretched valuations and uncertain returns on AI investments. All eyes are on Nvidia heading into the artificial intelligence chip giant's second-quarter earnings report, due after markets close on Wednesday. As the world's most valuable public
[38]
Wall Street Week Ahead: Investors zero in on Nvidia results as US tech stocks waver
Nvidia's earnings are a key test for the AI market. Tech stocks recently declined. Nvidia's results will impact the tech sector and overall market. Investors are watching closely. Nvidia's growth has fueled AI excitement. Analysts cite AI industry developments as reasons for caution. Economic data
[39]
Are Nvidia stocks the single biggest factor behind S&P 500, US stock market's swing? Investors will be surprised to details
Nvidia has grown, swelling to a $4 trillion valuation last month, so has its weighting in the S&P 500. It now makes up almost 8 per cent of the index. Nvidia and Federal Reserve's announcement related to interest rate cut are perhaps the most pivotal factors that could trip up the runaway stock
[40]
Big Nvidia quarterly results today - Here's what to expect from Jensen Huang-led AI titan
Nvidia Q2 earnings 2025: Nvidia is set to wrap up Big Tech's earnings season today as it reports its second-quarter results after the bell on Wednesday. The company, led by CEO Jensen Huang, will report its earnings following a string of major policy shifts from the Trump administration that
[41]
Nvidia in focus after Fed raises rate cut hopes
Traders anticipate Federal Reserve interest rate cuts. The stock market faces a test with artificial intelligence. Nvidia Corp will report quarterly earnings. Nvidia's performance is crucial for the stock market. Its results could fuel or halt the market rally. Analysts expect strong earnings and
[42]
Nvidia earnings on deck today: Brown Shipley offloads 3,351 NVDA shares worth $18.5M -- red flag or routine trim for the AI stock rally?
With Nvidia set to report earnings today, investors are watching closely as Brown Shipley trims its $18.5 million NVDA stake. Is this selling a signal of AI bubble fatigue, or can Nvidia's results crush doubts and keep the rally alive? As Nvidia prepares to release its earnings today, all eyes are
[43]
Nvidia earnings, share price show AI-giant is on track to achieve historic $5 trillion market valuation feat
Nvidia earnings results report shows that the company has not assumed any shipments of its H20 chips to China in the outlook. Nvidia earnings results were out on Wednesday and data showed that the US Chipmaker is well on track to reach $5 trillion market valuation. Nvidia Corporation became the
[44]
US stock market prediction: Nvidia, US economic data to dictate Wall Street this week. What to expect?
Nvidia's stock has climbed more than 30 per cent so far in 2025, pushing its gain to over 1,400 per cent since October 2022. US stock market will have a busy week ahead as traders await Nvidia Corp's quarterly results on Wednesday, with earnings from the semiconductor giant posing a crucial test
[45]
Wall Street Analysts Expect This Popular AI Stock Could Face Challenges Ahead | The Motley Fool
For the most part, analysts are optimistic about the report, due out after the close of trading on Aug. 27. Consensus forecasts have the semiconductor company growing earnings 48.5% year over year, to $1.01 per share, as insatiable demand for artificial intelligence (AI) chips drives a near-53%
[46]
Prediction: Nvidia Won't Be Able to Live Up to Wall Street's Sky-High Expectations on Aug. 27 | The Motley Fool
Nvidia is priced for perfection in a market and trend that are anything but perfect. Arguably the most important data release of the entire third quarter is just days away. Following the closing bell on Wednesday, Aug. 27, Wall Street's largest publicly traded company, and the innovative leader
[47]
Should You Buy Nvidia Stock Before Aug. 27? History Provides a Clear and Compelling Answer. | The Motley Fool
The AI chipmaker is scheduled to report results later this week. Can the stock continue its historic climb? The evolution of artificial intelligence (AI) over the past few years has created quite a conundrum for investors. Some fear the easy money has already been made, while others believe the
[48]
Wall Street Isn't Expecting a Big Pop for Nvidia Stock on Aug. 27. Here's Why Analysts Could Be Wrong. | The Motley Fool
The fingernail-biting phase with Nvidia (NVDA 1.65%) should now be over. Sure, the chip stock plunged 37% at one point this year. However, it has since rebounded strongly. Nvidia's stock is now up more than 30% year to date. Could Nvidia's momentum accelerate with a potential catalyst only a few
[49]
Why Aug. 27 Could Be a Catalyst-Driven Day for Nvidia's Stock | The Motley Fool
Nvidia is the ultimate artificial intelligence stock and the largest company by market cap. The biggest company by market cap in the world is set to report its second quarter earnings for its fiscal year 2026 after the market closes on Aug. 27. Then CEO Jensen Huang and the rest of Nvidia's (NVDA
[50]
Meet the Magnificent "Ten Titans" Growth Stock With a 7.5% Weighting in the S&P 500 That Could Single-Handedly Move the Stock Market on Aug. 28 | The Motley Fool
In just a few years, Nvidia has become the most valuable company in the world, and also one of the most profitable. The S&P 500 and Nasdaq Composite are hovering around all-time highs. A big part of the rally is investor excitement for sustained artificial intelligence (AI)-driven growth and
[51]
Nvidia Earnings Day Has Arrived, and This Metric Will Determine If It's Incredible or Terrible News (Hint: It's Not Sales or EPS)
This is the premier operating metric for investors to home in on after the closing bell. Over the past three years, nothing has garnered more attention on Wall Street than the rise of artificial intelligence (AI). Empowering software and systems with AI to make split-second decisions without the
[52]
Time To Buy? Riding High On AI
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify. It's that time of the quarter again! Nvidia (NVDA) will report its latest results after the closing bell, marking the last "Magnificent 7" member to reveal its numbers. The
[53]
Nvidia Makes Bold Bet on Future As Earnings Loom
Nvidia (NVDA) is attempting to extend AI beyond the server rack and into the real world. The centerpiece is Jetson AGX Thor, a Blackwell-class processor designed to run autonomously on robots, production lines, and medical equipment, rather than just cloud data centers. As Nvidia's latest
[54]
Nvidia's earnings report will help to show whether the AI boom is overhyped or gaining steam
SAN FRANCISCO -- Chipmaker Nvidia will release a quarterly report Wednesday that could provide a better sense of whether the stock market has been riding an overhyped artificial intelligence bubble or is being propelled by a technological boom that's still gathering momentum. Nvidia become the
[55]
AI leader Nvidia forecasts third-quarter revenue above estimates
Nvidia forecast third-quarter revenue above Wall Street estimates on Wednesday, helped by robust demand for its artificial intelligence chips from cloud providers expanding infrastructure to power generative AI technology. The AI market bellwether expects revenue of US$54 billion, plus or minus 2
[56]
Nvidia Earnings Preview: Can the AI Giant Keep Soaring to a $5T Market Cap? | Investing.com UK
Looking for actionable trade ideas? Subscribe now to unlock access to InvestingPro's AI-selected stock winners for up 50% off amid the summer sale! Nvidia (NASDAQ:NVDA), the undisputed leader in AI accelerators and graphics processing units (GPUs), is set to report its fiscal second-quarter
[57]
Nvidia options suggest mind-blowing $270 billion move in stock By Investing.com
Investing.com -- Nvidia (NASDAQ:NVDA) earnings after the bell on Wednesday are set to test both the AI trade and broader market sentiment, with options markets signaling the potential for a record swing. Contracts imply a 6.1% move in either direction, which translates into about $270 billion in
[58]
Investors zero in on Nvidia results as US tech stocks waver
NEW YORK (Reuters) -A wobble in U.S. technology shares has raised the stakes for Nvidia Corp's quarterly results on Wednesday, with earnings from the semiconductor giant posing a crucial test for the scorching AI trade. The benchmark S&P 500 has pulled back this week from record levels, dragged
[59]
Wall St Week Ahead-Investors zero in on Nvidia results as US tech stocks waver
NVIDIA Corporation is the world leader in the design, development, and marketing of programmable graphics processors. The group also develops associated software. Net sales break down by family of products as follows: - computing and networking solutions (77.8%): data center platforms and
[60]
Nvidia earnings: AI demand, China, and what else to watch for
(Reuters) - AI chipmaker Nvidia, the dominating force behind the rally in the S&P 500 index since 2023, is set to report second-quarter earnings on Wednesday after U.S. market close. Wall Street is holding its breath, and will scour the company's commentary for signs of a slowdown. Here is what to
[61]
Dominant AI trade confronts test as bellwether Nvidia reports earnings
NEW YORK (Reuters) -The artificial intelligence theme that has propelled markets over the past couple years faces a crucial moment on Wednesday, when bellwether Nvidia Corp reports its second-quarter results. Technology shares, including a number of signature stocks in the AI trade, have wobbled
[62]
AI bellwether Nvidia forecasts Q3 revenue above forecasts
(Reuters) -AI chipmaker Nvidia, the dominating force behind the U.S. stock market rally since 2023, forecast third-quarter revenue above Wall Street estimates on Wednesday. Helped by robust demand for its artificial intelligence chips from cloud providers expanding infrastructure to power
[63]
'More room to run' for AI-related stocks, market expert says
STORY: AI hype has helped push U.S. stocks to fresh records this year. OpenAI CEO Sam Altman recently said investors were "overexcited about AI." Tech firms including Meta and Microsoft are spending liberally on their AI plans, and even if they are starting to see the green shoots of returns, the
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Nvidia reports unprecedented sales growth driven by AI demand, while investors closely watch for signs of sustainability in the AI market boom.
Nvidia's Record-Breaking Earnings
Nvidia, the world's most valuable company, has reported another quarter of exceptional growth, with revenue reaching $46.7 billion in Q2, a 56% increase compared to the same period last year
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Source: FT
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.The data center sales, which accounted for $41.1 billion of the total revenue, suggest that demand for cutting-edge GPUs from AI companies continues to grow. Notably, Nvidia's most advanced generation of chips, Blackwell, contributed $27 billion to these sales
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.AI Market Scrutiny and Investor Sentiment
Despite Nvidia's impressive performance, questions are arising about the long-term sustainability of the AI boom. Some investors are beginning to scrutinize when AI will deliver its promised returns, potentially making tech-concentrated U.S. equity indices vulnerable to a correction
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.A recent Massachusetts Institute of Technology study found that 95% of companies are getting zero return on the billions of dollars they have invested in Generative AI
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. This has led to some rotation out of expensive tech and growth stocks into small caps and value names4
.Geopolitical Factors and Market Challenges
Nvidia's earnings also shed light on ongoing challenges in selling chips to Chinese markets. The company reported no sales of its China-focused H20 chip to Chinese customers in the past quarter. However, Nvidia did report $650 million worth of H20 chips sold to a customer outside China
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.The geopolitical situation has changed significantly under President Trump, with the U.S. now permitting chip sales to China subject to a 15% export tax. This unconventional arrangement has been described by legal scholars as an unconstitutional abuse of power
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.Related Stories
Market Impact and Future Outlook
Nvidia's dominant position in the AI market has significant implications for the broader stock market. The company now represents 8% of the S&P 500, the largest share for any single stock in the index's history
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. This concentration has led to concerns about market vulnerability if tech stocks, particularly AI-related ones, were to falter3
.Morgan Stanley analysts predict nearly $3 trillion of global spending on data centers through 2028, with over $900 billion anticipated in 2028 alone
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. This massive investment in AI infrastructure underscores both the potential and the risks associated with the AI boom.Investor Expectations and Market Sentiment
As Nvidia's earnings approach, investor anticipation is high. The company is expected to report a 53% increase in revenue to $46.02 billion, according to analyst estimates
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. However, the recent wobble in U.S. technology shares has raised the stakes for Nvidia's results, with earnings posing a crucial test for the scorching AI trade3
.The upcoming earnings report is seen as a pivotal moment not just for Nvidia, but for the entire AI-driven market. A strong performance could calm AI jitters, while failure to meet analysts' lofty expectations could lead to a sharper tech sector pullback
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Source: ET
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