NVDA Dec 2025 1010.000 put
- Yahoo Finance Video
Nvidia earnings: What to watch
Chip giant Nvidia (NVDA) is set to report fiscal 2025 first quarter earnings after the bell on Wednesday, May 22. The company's stock has soared more than 80% so far this year. But as Yahoo Finance’s Madison Mills notes “can the chipmaking powerhouse deliver on lofty expectations?” “Many of the analysts are questioning the further upside and pop it could get from this particular earnings report because expectations are so high,” Yahoo Finance’s Julie Hyman explains. “And, of course, the focus is very much on the forecast for the coming quarter and the second half of the year.” Yahoo Finance’s Myles Udland adds “the context in which they are reporting has changed quite a bit over the last month in that there’s now much more enthusiasm from investors around what the earnings picture is going to look like, not just in this quarter but over the balance of the year.” “The stock has actually crushed it over the past year and a half here. So you have to be cautious about when is something going to happen,” Moor Insights & Strategy Founder and CEO Patrick Moorhead says. “The company is going to clearly beat expectations on top line and EPS and will likely see a very positive guide,” Moorhead discusses, basing the analysis off of “two or three core things.” “Demand is off the rails,” development risk is “somewhat low,” and manufacturing. “There could be some risk in manufacturing from TSMC (TSM) and that would be the place to look,” Moorhead notes. This post was written by Mariela Rosales.
- 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
