Nvidia (NASDAQ: NVDA) reported a record-breaking quarter, with $44.1 billion in revenue for the first quarter of fiscal 2026, marking a 69% year-over-year increase and a 12% rise from the previous quarter. The company’s net income reached $18.8 billion, a 26% increase year over year, even after incurring a $4.5 billion charge due to new U.S. export restrictions. Despite the strong financial performance, geopolitical pressures and tariff uncertainties raise questions for long-term investors regarding whether Nvidia is a buy, hold, or sell.