Everyone On Wall Street Is Watching for Nvidia’s Earnings. Here’s Why | Global News Avenue

nvidia(NVDA), The Wall Street AI Boom Poster Kids Will Increase Quarterly Earnings on Investors’ Uncertainty about the U.S. Economic, Political, and Artificial Intelligence Economics.

this Income ReportAfter the market closed on Wednesday, it could be a broken ball hitting a Antsy Stock Market. Otherwise it may be the fuel needed to resume sputtering AI Rally: NVIDIA has been a major beneficiary of AI buildings over the past two years, and the results should show any slowdown or acceleration of investment.

All Wall Street Will review sales of chip manufacturers Blackwell Platform. NVIDIA executives repeatedly said demand for Blackwell exceeded supply. Nvidia is Quarterly sales growth is expected According to estimates compiled by Visible Alpha, more than 70% to $38 billion, net income rose more than 60% to $21 billion.

First NVIDIA revenue since deepseek Jolt

This is the first revenue report of the company since a Chinese startup DeepSeek Shook AI stock has an open source model that claims to match the performance of Advanced US models at a fraction of the cost. The subsequent sale was wiped out Record $589 billion NVIDIA’s market value is insufficient as investors worry about tech companies May slow down their spending Instead, NVIDIA chips focus on cost efficiency.

However, the impact of DeepSeek, if any, is unlikely to appear in Nvidia’s next set of backward numbers, which will cover the three months to January 26, the day before DeepSeek Sell.

With market capitalization exceeding $3 trillion, NVIDIA S&P 500 More than any stock (Apple)AAPL). still, Nvidia Stocks fell nearly 7% in three meetings after November earnings reports, despite the higher S&P 500 at the time.

Last August, NVIDIA shares fell more than 6% the day after the company’s performance, but Most large tech inventory rises The S&P 500 index has been completed.

High expectations for entering NVIDIA income have caused Wall Street to be disappointed. Even if NVIDIA beats Wednesday’s investor expectations, it may not be enough to make stocks popular.

AI stocks outside NVIDIA have lost recent losses

Ultimately, the recent vulnerability of AI trade may make the report particularly important for the broader stock market. Worries about tariffs, stubborn inflationstocks with rising interest rates have usually put pressure on stocks over the past week, but high-speed fly stocks related to AI have been hit particularly hard.

Palantir Technologies (bacteria) Inventory, which one fall Last week, 30% of its value was lost in the last five meetings in the reports of potential military budget cuts. Viscosity of nuclear power providers (vst) and AI marketing software company Applovin (app) About 20% and 24% were discarded respectively during the same period. In the 12 months before the recent pullback, all three stocks were worth at least twice the value.

There is a lot of uncertainty on the horizon. Investors may want to know if DeepSeek Will change domestic demand for NVIDIA chips, or prompt the Trump administration to further restrict which technology can be sold to China, which could lead to a shadow over general optimistic outcomes.