Guide at/above consensus
Guide below consensus
Nvidia Q3 FY27 guide as the gate for the AI-capex supplier chain and the Nasdaq-100's 50-day
AI-capex supplier chain
Hyperscaler capex
compounding AI spend
1-2Q historical lag
AI suppliers
data-center revenue
market's live test
Nvidia Q3 FY27 guide
guide vs consensus threshold
guide at/above consensus
50-day
chain stays bid
index holds 50-day
guide below consensus
50-day
chain de-rates
index breaks 50-day
guide below → de-rate = demand event,
not a rates/beta washout