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For the last three years, Nvidia (NVDA) has been the engine of the AI boom, and now Wall Street is watching to see whether that momentum can keep going. High-growth stocks have been struggling to maintain their bullish trend in 2026, with the tech-heavy NASDAQ 100 correcting by over 3% in the past month and trading in the red year to date. But for NVIDIA, analysts are expecting another monster quarter. Current estimates call for about $1.54 in earnings per share, up 70% from last year, and revenue climbing 68% to $66.12 billion. The extensive growth is still primarily driven by demand for AI chips and data center servers. Hyperscalers, companies like Meta Platforms (META), Microsoft (MSFT), and Amazon (AMZN), are still pouring billions into AI infrastructure. UBS estimates that direct AI capex of $423 billion in 2025 will rise above $570 billion in 2026, and some claim it may hit $700 billion. NASDAQ 100 correction: Wall Street on edge This week isn’t happening in a vacuum. Markets are already on edge thanks to rising geopolitical tensions from a looming attack on Iran and President Trump’s attempt to reinstate US tariffs. That means Nvidia’s results won’t just move one stock. They could influence the entire market narrative heading into March. Since last November, investors have been slowly rotating out of the AI trade into comparably safer industries like consumer staples, utilities and healthcare. A major beat and raise in Nvidia on Wednesday could return the market to its 2025 overweight-AI position. NVIDIA earnings: Why guidance matters more than EPS The headline numbers for Nvidia will be huge, but the real story is guidance. Is demand for Blackwell GPUs still “off the charts,” as CEO Jensen Huang described it last quarter? Is cloud GPU supply still sold out? These are the…

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Filed under: News - @ February 25, 2026 1:30 pm