Nancy Tengler, CIO & CEO at Laffer Tengler Investments, talks about her expectations for Nvidia's upcoming earnings report, and why she expects AI will remain a big part of company spend for some time.
Nvidia's earnings call is today at 5 pm ET. NVDA stock heads into the report down 6% YTD. Analysts are monitoring guidance around DeepSeek.
Huawei's in-house AI chip, the Ascend 910C will reportedly see an increase in production numbers this year. The NVIDIA Hopper H100 rival is projecting a
Joseph Moore of Morgan Stanley, an investment bank, reckons uncertainty over them will lead Nvidia to issue “conservative” revenue guidance for the year ahead. “We feel that there will be some incremental export controls in the wake of DeepSeek,
Nvidia will report its fourth-quarter earnings after the market closes today. Follow along for live updates on stocks, bonds and other markets, including the Dow Jones Industrial Average, S&P 500 and Nasdaq Composite.
To Bloomberg Intelligence analysts, Nvidia is likely to meet Wall Street’s expectations on revenue and raise its guidance for the year ahead as it appears on track for record revenue of $130 billion in 2025 and another 50 percent higher in 2026.