Nvidia earnings updates: Chip titan to deliver results at a key crossroads for the AI trade
Kim Soo-hyeon/Reuters
Investors have arrived at the final boss of this season's tech earnings.
Nvidia's results come at a particularly sensitive time for the market, with investors no longer blindly rewarding every company that touches AI, instead electing to divide the landscape into distinct winners and losers.
Analysts ahead of the fourth-quarter call say they'll be listening for comments from CEO Jensen Huang on the appetite for high-end AI chips and how the company is ramping production of its Rubin platform.
Nvidia stock is up roughly 3% so far in 2026.
The company will report earnings after the 4 p.m. ET closing bell, with the analyst call scheduled to start around 5 p.m. ET.
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