NVIDIA earnings are set to make or break chip stock rally
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Chip stocks such as Nvidia have grown to represent roughly that share of the S&P 500 index—their highest percentage on record, according to a Goldman Sachs analysis. In South Korea, tech giants SK Hyn
Nvidia reports earnings after the closing bell Wednesday, while Micron shares rise after rival memory-chip maker Samsung Electronics fails to quash a worker strike.
Nvidia (NASDAQ:NVDA) has been on quite the investment spree in the past year, and while much of the AI bets and partnerships have begun to bear fruit after the latest run in AI-related names, questions linger as to how all these “circular” bets change the risk/reward profile of the world’s largest company.
Asian stocks fell for a fourth straight session on Wednesday as war-driven inflation fears hammered bonds, while investors awaited earnings from Nvidia to see whether the world's most valuable company might help markets navigate higher borrowing costs.
Investors are watching NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) ahead of Q1 fiscal 2027 results due after the close today. Shares are up 18.3% year to date, and prediction markets price in a 97% chance of a beat.
Nvidia (NASDAQ:NVDA) is the undisputed AI chip king, and its heft lead probably won’t be given up anytime soon, even as more tech titans spend on their own custom silicon efforts. Just because there is a growing number of players entering the AI chip chat does not mean that it’s time to hit the worry
Trump traded millions in stocks while promoting companies such as Nvidia, Apple and Microsoft, which critics said raised ethical concerns.
Druckenmiller made headlines when he sold Nvidia, then expressed regret.