Nvidia’s up next: the AI kingpin’s earnings, and the investing week ahead. - Finimize
Nvidia’s up next: the AI kingpin’s earnings, and the investing week ahead. - Finimize
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Nvidia’s Up Next: The AI Kingpin’s Earnings, And The Investing Week Ahead
AI-brains-maker Nvidia’s results are due this week, and plenty of folks – both investors and AI skeptics alike – will be paying attention.
Russell Burns
The Focus This Week: Nvidia In The Spotlight
is the biggest company in the world and the OG of AI, valued now at just over
$5 trillion
. It’s due to report its latest quarterly earnings on Wednesday, after trading closes. And given its nearly 8% weighting in the S&P 500 index, how investors react will have a real impact on the wider market – and possibly set the tone for AI-related
in the coming days, even weeks.
Strong demand for its leading AI systems and software stacks should ensure another strong quarter, with consensus estimates looking for around $92 billion in
. That would be
higher than the same period last year, with gross
margins coming..
in around 75%. Those are some serious numbers, but they
may not be enough to move the
higher. The last four quarterly results have been followed by a negative price reaction the following day – investor expectations are that high. That said, the stock is priced more cheaply than it has in several years – about 17 times what analysts think Nvidia will earn next year. That could put a floor under the stock’s price, so long as its
and projections for this year don’t disappoint.
The firm remains at the centre of global AI infrastructure, data center spending – and lately, financing. Spending on AI infrastructure is expected to reach more than a trillion dollars in 2027 – and Nvidia’s making sure it’s getting a decent slice of that gigantic pie. Earlier this month, the company
announced
a $500 billion partnership agreement with some