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Nvidia’s Earnings Preview: High Expectations Amid AI Boom
Nvidia’s Earnings Preview: High Expectations Amid AI Boom
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BTCCSquare news:
Nvidia stands at the center of Wall Street's attention as it prepares to report earnings on August 27. The AI chipmaker rides a wave of sector-wide momentum, fueled by hyperscalers' massive spending, TSMC's strong quarterly results, and global AI infrastructure investments. Morgan Stanley analyst Joseph Moore acknowledges the long-term bullish case but warns of near-term expectations exceeding reality.
The company's guidance of $45 billion in fiscal Q2 revenue—a 50% year-over-year leap—highlights its dominance in an industry where 70% margins are now table stakes. Sovereign AI initiatives and eased China export restrictions further cement Nvidia's strategic position, though valuation at $4 trillion demands flawless execution.
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