Quotes
Investors will grade $NVDA results largely on one comment from Jensen [Huang].”
In a post on X, the tech venture capitalist said
The demand will be higher for longer because there are four phases of AI growth, of which we’re half way through the first phase, the hyperscalers; That will be followed by applications, industrial (AI tools to improve, productive in manufacturing, energy, transportation and logistics), and sovereign AI infrastructure,
he addedGiven the success of the Tyson/Paul fight we expect Netflix to accelerate its offerings of 'eventized' live programming, which further enhances NFLX's ability to offer households regular compelling content (juiced by the fact their competitors are now selling previously exclusive content to NFLX) = likely lower subscriber churn and greater ability to take price,
senior analyst and Pivotal founder Jeffrey Wlodarczak wrote in a Wednesday note
If there was another company that was about to sneak up and was nibbling at them, then [Blackwell pushouts] would be a problem,
Jim saidI say own it, don't trade it,
Jim Cramer said Tuesday, as he tried to peer through the thicket of hype and stay focused on Nvidia's bright multiyear outlookThere's two things you need to know about Nvidia,
Jim continuedWhile we expect to hear Blackwell called out as a revenue generator in both CQ3 and ramping in CQ4, we believe any slippage in Blackwell will likely be replaced with Hopper, offering downside protection on revenue,
analysts wroteKeep an eye on GM [gross margin],
analysts at Bank of America told clients in a note SundayThe strong AI demand, particularly for Nvidia’s Blackwell chips, and the robust results from TSM, that builds its chips, hint (Nvidia) results will probably meet and beat expectations,
said Ipek Ozkardeskaya, senior analyst at Swissquote Bank
Markets are preparing for today’s Nvidia earnings release,
said Achilleas Georgolopoulos, market analyst at XMST expects to exit 2027 with high triple-digit million-dollar savings compared to the current cost base,
the company said in the statement ahead of its investor day
Blackwell production and demand appear robust and we expect very bullish commentary from Jensen [Huang] on the conference call which will be a focus of the Street that sends the bears back into their caves and hibernation mode."
Ives saidOptions show that [Nvidia results] will be the most important catalyst left for the remainder of the year, notably, more so than NFP, CPI and FOMC,
Barclays' equity derivatives strategist Stefano Pascale wrote on TuesdayWhile election implications, rates volatility and the Fed dominate conversations, options tell us NVDA earnings are still a very big deal for the market,
Gonzalo Asis, equity-linked analyst at Bank of America Securities, wrote on SundayThe market will extrapolate whatever Nvidia says to the entire AI trade,
said Nancy Tengler, CEO and chief investment officer at Laffer Tengler Investments, in a note