{"id":653328,"date":"2026-08-24T05:52:19","date_gmt":"2026-08-24T05:52:19","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/653328\/"},"modified":"2026-08-24T05:52:19","modified_gmt":"2026-08-24T05:52:19","slug":"92-billion-nvidia-earnings-could-make-or-break-the-ai-trade","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/653328\/","title":{"rendered":"$92 Billion Nvidia Earnings Could Make or Break the AI Trade"},"content":{"rendered":"

\"Nvidia<\/a> Nvidia stock on a phone screen, a signal investors use to read the market. Photo by BeInCrypto <\/p>\n

Nvidia (NVDA) reports second-quarter earnings Wednesday, and Wall Street projects record sales near $92 billion. Analysts also expect net income to climb 95% to more than $51.5 billion, extending its rapid growth.<\/strong> <\/p>\n

The report could ripple through the broader market. Nvidia’s outlook shapes spending across chipmakers, cloud providers and the wider artificial intelligence (AI) trade. <\/p>\n

Wall Street’s Growing Dependence on Nvidia <\/p>\n

Nvidia has beaten earnings estimates for 14 straight quarters. Last quarter, net income grew 210% year over year, far outrunning Wall Street’s 126% forecast, according to FactSet data. <\/p>\n

Even so, that track record has raised the bar. Nvidia enters the report on its longest losing streak since 2022. Analysts have pushed their sales estimate to $92 billion, up from $78 billion at the start of the year. <\/p>\n

\"\"<\/a> Nvidia’s stock has performed just under 2% better than the S&P 500 over the last 12 months. Image Source: Trading View <\/p>\n

The stakes extend beyond one chipmaker. OpenAI recently told investors its revenue rose just 18% last quarter as losses deepened. Hyperscalers are leaning more on debt to fund data centers. That has fed worries that AI spending has become the market’s biggest risk. <\/p>\n

Nvidia has stepped in to backstop that spending. It joined a $500 billion AI financing plan with banks and took a stake in power supplier Cloverleaf Infrastructure. <\/p>\n

Some Traders Are Bracing for a Pullback <\/p>\n

Nvidia stock has fallen the session after each of its last four earnings reports, despite beating estimates. Options markets now price a 5.3% swing after Wednesday’s report. That tops the stock’s 4.8% average post-earnings move over the past year, per Option Research & Technology Services. <\/p>\n

Some of the most active contracts have been puts betting on a drop from Friday’s $214.75 close. Those bets target $205 to $210, per Cboe Global Markets data. Rising memory prices and borrowing costs have fed concern that AI spenders could pull back. <\/p>\n

Not everyone is hedging, though. HSBC’s Frank Lee raised his price target to $360 from $325, echoing Bank of America’s bullish target. He cited Nvidia’s supplier partnerships and its role in open-source AI. <\/p>\n

Brian Mulberry, chief market strategist at Zacks Investment Management, told the Wall Street Journal. <\/p>\n

\n

“It’s kind of becoming more and more like the World Cup final than the Super Bowl at this point. It’s just gotten to be that big.” <\/p>\n<\/blockquote>\n

Wednesday’s report will show whether Nvidia’s growth can still outrun the expectations Wall Street keeps raising. <\/p>\n

Read the Original story $92 Billion Nvidia Earnings Could Make or Break the AI Trade<\/a> by Darryn Pollock at beincrypto.com<\/a> <\/p>\n","protected":false},"excerpt":{"rendered":"Nvidia stock on a phone screen, a signal investors use to read the market. Photo by BeInCrypto Nvidia…\n","protected":false},"author":2,"featured_media":653329,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[261],"tags":[291,289,290,53472,18,19,17,292,82,211],"class_list":["post-653328","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-earnings-reports","tag-eire","tag-ie","tag-ireland","tag-nvidia","tag-technology","tag-wall-street"],"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/653328","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=653328"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/653328\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/653329"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=653328"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=653328"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=653328"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}