A lot is riding on this week's earnings report from Nvidia.
AI chip leader Nvidia is set to report earnings after the closing bell Wednesday, in what could be a defining moment for markets.
AI chip giant Nvidia (NVDA) is slated to report quarterly results after markets close on Wednesday. The report lands at a precarious time for tech investors.
Here at the start of a mid-week trading day, where we're seeing pre-market futures push higher after gains of 0.75%+ in yesterday's trading, futures are higher once again. The ebb-and-flow of market activity continues as it has so far in 2026, where only the Dow is in negative territory week-to-date, but only the Nasdaq is negative year-to-date.
Nvidia is set to report earnings after the closing bell Wednesday, with traders anticipating a sizable move from the AI chipmaker's stock.
We covered NVIDIA ( NASDAQ:NVDA | NVDA Price Prediction )'s Q3 FY2026 results when they dropped last November, but one number buried inside that report deserves a much closer look heading into tonight's Q4 print.
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In the keynote at an Nvidia developer conference in DC in October 2025, the CEO posted capex plans from the big hyperscalers, which gave some very clear clues that growth was back. As we know from planned capex announcements from the big hyperscalers earlier this month, the demand is already quite a bit higher than Jensen projected in October of last year. It's fair to expect that Nvidia will put up another big quarter-over-quarter growth number in data center revenue.
Stock futures are pointing to a slightly higher open this morning as the market looks to add to Tuesday's gains; Nvidia is due to release its quarterly results after the closing bell, with analysts expecting another blockbuster report from the AI chipmaker; Salesforce is also set to report earnings later Wednesday, amid investor worries about the impact of AI on the health of software companies; President Donald Trump addressed a number of key economic issues in his State of the Union speech; and Cava Group shares are soaring after the restaurant chain's earnings topped Wall Street expectations. Here's what you need to know today.
Wall Street has set the bar at $65.7 billion in revenue for NVIDIA ( NASDAQ:NVDA | NVDA Price Prediction)'s fiscal Q4 2026, with results expected after the close tonight.
$190 has been a key level to watch for Nvidia (NVDA) says Kevin Green. He provides a deep-dive preview on the highly-anticipated earnings event from the leading AI semiconductor name.
CNBC got an exclusive first look at Vera Rubin, Nvidia's next AI system that's due to ship in the second half of the year. Vera Rubin will use about twice as much power as Blackwell but will be far more efficient by delivering 10 times more performance per watt, Nvidia told CNBC.