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Wall Street Bullish on Nvidia Ahead of Earnings Despite China Trade Headwinds
Wall Street Bullish on Nvidia Ahead of Earnings Despite China Trade Headwinds
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BTCCSquare news:
Nvidia prepares to report Q2 earnings Wednesday with analysts forecasting record $46.45 billion revenue—a 50% year-over-year surge—even as $8 billion in China export restrictions loom. The AI chipmaker's stock remains a Wall Street favorite, with investors keen for updates on new product timelines including the Rubin lineup and China-specific AI chips.
While recent 15% revenue-sharing deals mitigate some trade policy damage, this quarter's results will fully reflect export curbs. CEO Jensen Huang's commentary on navigating geopolitical constraints while maintaining technological leadership will be scrutinized.
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