Dan Ives Says Investors Still Underestimate Nvidia Days Before Earnings

Nvidia Earnings Preview: Q2 2027

Could the Q2 release and guidance provide the next positive catalyst for Nvidia stock, or are expectations largely priced in for now?

Watch Ives: Nvidia Earnings Could Be the Next Big Catalyst for AI Stocks

Nvidia’s earnings report on Wednesday will likely serve as another reminder of the company’s commanding lead. Analysts estimate that revenue nearly doubled last quarter from a year earlier to $92 billion. That’s more money than any of its rivals get in a full year. But the flood of cash — with sky-high profit margins — only makes its turf more attractive. Meanwhile, some of Nvidia Corp.’s biggest customers have been told that the prices of servers containing its artificial intelligence chips are going up more than 15% in many cases, people familiar with the matter have said. Dan Ives, Partner and Senior Managing Director at Yorkville Ives, joins for a closer look.

Dan Ives Says Investors Still Underestimate Nvidia Days Before Earnings

With NVIDIA reporting earnings Wednesday and shares already up big this year, Wedbush's Dan Ives insists the crowd still has the story wrong, and he named two specific catalysts the market keeps ignoring.

What Dan Ives Is Looking For Out of Nvidia Earnings

Nvidia’s earnings report on Wednesday will likely serve as another reminder of the company’s commanding lead. Analysts estimate that revenue nearly doubled last quarter from a year earlier to $92 billion. That’s more money than any of its rivals get in a full year. But the flood of cash — with sky-high profit margins — only makes its turf more attractive. Meanwhile, some of Nvidia Corp.’s biggest customers have been told that the prices of serve…