NVDA Mar 2025 770.000 put
- Yahoo Finance
What Nvidia says about AI chip demand could matter for more than just the tech trade
Other sectors have rallied on AI demand, raising the stakes for the chipmaker's latest quarterly update.
- Yahoo Finance Video
Nvidia's Q1 earnings: 3 things to watch
Nvidia (NVDA) is set to report its first quarter earnings after the closing bell on Wednesday. Yahoo Finance's Ines Ferré breaks down three things investors should look out for in the upcoming report. First, she points to AI chip demand. Back in March, Nvidia announced its new Blackwell chip, which is expected to hit the market later this year. Some analysts expect to see a slowdown during the transition from the company's H100 chips, while others believe there won't be an issue. Among increasing competition in the field, many analysts also feel the company will be able to keep its market share due to its platform and software stack. Analysts will also closely watch Nvidia's capital expenditure, which peaked in January 2024. Finally, Ferré points to Nvidia's data center revenue as a major point to watch in its earnings. Data center revenue is projected to continue surging and is a key area of the company's growth. For more expert insight and the latest market action, click here to watch this full episode of Morning Brief. This post was written by Melanie Riehl
- Yahoo Finance Video
Nvidia impact on markets, Grayscale CEO resigns: Asking for a Trend
On today's episode of Asking For A Trend, host Julie Hyman covers a diverse range of topics spanning market dynamics to succession plans. As anticipation builds around Nvidia's (NVDA) highly anticipated earnings release, stocks (^DJI, ^IXIC, ^GSPC ) are in the spotlight, with investors eagerly awaiting the potential market-moving implications. Joining the show is Ivana Deleveska, Founder and CIO of Spear Invest, who provides her insights into Nvidia's earnings outlook and the potential ripple effects on the broader markets. Additionally, Sarge986 LLC President Stephen "Sarge" Guilfoyle, brings his expertise to the table, unveiling two dominant macro trends that he believes will influence stock movements moving forward. As the episode draws to a close, Asking For A Trend shifts its focus to corporate leadership, delving into the succession plans of Grayscale's CEO, Michael Sonnenshein, who recently announced his intention to step down. This post was written by Angel Smith
