Despite the elimination of the AI diffusion rule, Nvidia Corporation is still expected to take a major hit to sales this year, as a result of stricter American export restrictions. Major macro risks are also out there and could undermine Nvidia's growth opportunities in the foreseeable future. NVDA stock remains a Sell for us ahead of the upcoming earnings report, which is scheduled to be released on May 28.
Nvidia (NVDA) earnings and a key inflation report highlight this week's holiday-shortened calendar as investors continue to evaluate the impact of President Donald Trump's tariffs and economic policies.
Nvidia (NVDA -1.02%) shares fell sharply earlier this year as investors worried about how tariffs and export curbs would impact revenue. However, the stock recouped its losses in May as hyperscale cloud companies raised their capital spending forecasts and the Trump administration revoked the Biden-era AI Diffusion Rule.
Wall Street remains largely bullish on Nvidia (NASDAQ: NVDA) stock ahead of the firm's fiscal Q1 earnings report, scheduled for May 28.
Nvidia CEO Jensen Huang on Saturday praised U.S. President Donald Trump's efforts to boost U.S. technology as the leading chipmaker announced a partnership with a group of Swedish businesses to develop AI infrastructure in Sweden.
Nvidia (NVDA) is slated to report fiscal first-quarter results after the market closes Wednesday, with Wall Street expecting a record quarter from the world's second-most valuable company.
All eyes turn towards Nvidia Corporation as the company prepares to release its Q1 earnings results on Wednesday, May 28th (after the close). Preliminary channel checks suggest the AI megatrend is still, incredibly, accelerating. But how much is already baked into Nvidia's share price? This report reviews Nvidia's business, growth, 5 important preliminary channel checks ahead of earnings, current valuation and risks, and then concludes with my strong opinion on investing in NVDA stock.
With Q1 results from Nvidia (NVDA) less than a week away, the chip giant's stock has rebounded over +20% this month.
Nvidia just hit a $3.35 trillion market cap — but one strategist warns its run may not last long. Transcript: REBECCA MEZISTRANO: NVIDIA's market cap rose to over $3 trillion, only $50 billion away from Microsoft, the world's most valuable company.
Nvidia Corp (NASDAQ:NVDA, ETR:NVD) may issue a weaker-than-expected sales outlook for its July quarter due to a sharp drop in China demand due to US export restrictions, according to Bank of America analysts. The analysts warned that the impact from the H20 chip ban could result in fiscal Q2 revenue guidance as low as $41 billion, significantly below consensus estimates of $46 billion.
I'm downgrading Nvidia Corporation to a sell after the stock surged around 30% over the past month. My sell isn't a call against Nvidia, but I expect volatility after the company reports earnings in late May, with expectations running too hot. Valuation is stretched, technicals show signs of short-term weakness, and even strong results may trigger a "sell-the-news" reaction.
Besides Wall Street's top -and-bottom-line estimates for Nvidia (NVDA), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended April 2025.