Revenue Outlook, AI, GPUs, and What Else to Watch; Jensen Huang to Speak; Stock Price Rises
Third-quarter earnings season is almost over, but the main event is still to come, with Nvidia scheduled to release its fiscal third-quarter results after the market closes on Wednesday.
Nvidia stock has been roughly flat over the last three months as investor sentiment around the artificial intelligence trade sways from optimism to skepticism. Nvidia’s latest earnings could go a long way in settling the main debate from investors: just how durable is the AI infrastructure spending spree by large tech platforms.
Here are the four most important things to focus on as the numbers arrive:
Wall Street Expects Strong Results. Analysts estimate October-quarter revenue of $54.9 billion, up 57% versus the prior year, with adjusted earnings per…
