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RE: LeoThread 2025-02-26 06:56

in LeoFinance7 months ago

Market estimates have Nvidia's fourth-quarter sales at $38.5 billion and first-quarter guidance around $42.5 billion.

As usual, options point to a share price move of around 8% in either direction should the results surprise.

"This earnings report isn't just about Nvidia... It's about whether the AI revolution can maintain its breakneck pace," said Saxo's global head of investment strategy, Jacob Falkencrone.

Alleviating concern of DeepSeek triggering a slide in AI chip demand, sources have told Reuters of Chinese companies increasing orders for Nvidia's H20 chip due to booming demand for low-cost AI models.