Nvidia shares set for $280 billion price swing after earnings, options show
Analysts expect revenue to nearly double as investors watch for guidance on Vera Rubin shipments and Nvidia’s $105 billion OpenAI financing commitment.
- On Wednesday, August 26, 2026, Nvidia Corporation reports fiscal second-quarter earnings after market close, with options markets pricing a 1% move that could approach the prior quarter's $82 billion revenue.
- Shares of the chipmaker recently snapped a seven-day losing streak, the longest since 2022, reflecting investor skepticism regarding the sustainability of the AI spending boom.
- Analysts project $92 billion in quarterly revenue and $2.09 earnings per share, with market focus on the Vera Rubin chip ramp sustaining growth momentum.
- Partnerships mobilizing up to $500 billion for AI infrastructure have drawn scrutiny, with critics questioning whether "circular financing" deals artificially inflate demand for processors.
- Data-Center spending by Big Tech is set to exceed $730 billion this year, positioning the results as a critical test for the broader AI infrastructure trade.
97 Articles
97 Articles
The chip manufacturer presents its quarterly accounts this Wednesday, with the market demanding almost double profits while its customers manufacture their own processors Artificial intelligence is already in the Andalusian companies, but it does not
Analyst consensus expects the chip manufacturer to have doubled its revenues and profits in the second quarter over the same period of 2025
The world's first capitalization, considered the thermometer of enthusiasm for artificial intelligence (AI), is due to publish its financial balance sheet on Wednesday after the closing of the American square. ...
For the global economy, the financial result of Nvidia is as important as an interest rate decision by the US Federal Reserve. In terms of quarterly figures, a positive result must be achieved, otherwise a market collapse is imminent.
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