Nvidia’s Q2 Earnings Could Reignite Stock Surge Amid AI Demand
Nvidia's meteoric rise from a $350 billion market cap in early 2023 to nearly $4.5 trillion underscores its dominance in the AI-driven GPU market. The company's upcoming Q2 FY2026 earnings report on August 27 is poised to be a pivotal moment, with analysts anticipating reaccelerated growth fueled by renewed demand from China and sustained AI infrastructure investments.
Despite a projected 50% revenue growth slowdown, catalysts like the H20 chip export license resolution could spark another rally. Nvidia's ability to scale production while maintaining margins remains a litmus test for the broader semiconductor sector's capacity to meet insatiable AI compute demands.