NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) reports fiscal second-quarter results after the close on Wednesday, August 26, 2026, and the setup is unusual for a company this dominant.
One day before NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) reports fiscal second-quarter results after today's close, roughly 4:20 to 4:30 p.m.
Plus, Microsoft's cloudy numbers and the impact of Canadian tariffs.
Nvidia reports second-quarter results after the US market closes on Wednesday night with Wall Street expecting a record quarter. The harder test is whether the chipmaker can clear a bar that several bullish analysts have pushed well above consensus.
AI demand faces its biggest test: NVIDIA must show data centre growth is still accelerating enough to justify a US$5.2 trillion valuation. Q3 guidance matters most: A strong guide above current expectations would support the AI trade, while cautious guidance could trigger broader de-risking. $216.40 is the key breakout: A move above it may revive the medium-term uptrend, while a daily close below $195.95 would invalidate the bullish setup.
A recent Goldman Sachs report argues cheap artificial intelligence is bullish for AI adoption, but could challenge profitability at the frontier labs. A host of highly capable, affordable AI models have hit the market in the past couple of weeks.
Nvidia may need more than strong results to win wary investors over.
Nvidia is scheduled to post earnings after the closing bell on Wednesday, with traders anticipating a big move from the AI chip leader's stock.
Nvidia's quarterly earnings announcement has been a major stock-market event ever since the AI boom began in earnest with the introduction of ChatGPT in late 2022.
NVIDIA, JPMorgan, Repsol and Caterpillar offer exposure to AI, rates, oil and investment as market forces reshape stock selection.
NVIDIA's profit report on Wednesday headlines a busy week for traders, with results and Jensen Huang's commentary likely to shape the broader AI trade. The world's biggest company is also active on the September conference circuit. Shares enter earnings week under pressure, making its margin outlook, Vera Rubin plans, and growth strategy key for the tech sector.
Some of Nvidia's (NASDAQ:NVDA | NVDA Price Prediction) largest customers have been warned that AI servers built around Grace Blackwell and Vera Rubin chips could cost more than 15% extra in early 2027 as memory prices climb.