Imagine if the Super Bowl were held four times a year instead of once? That’s often how it feels covering earnings day for NVIDIA Corp (NASDAQ: NVDA), where the entire market stops to watch one company’s numbers and conference call. NVIDIA’s pull in the AI trade is so powerful that it often affects other companies in the semiconductor ecosystem, especially when revenue guidance comes in above expectations.
The next anticipated report comes Wednesday when NVIDIA releases its Q2 fiscal year 2027 results, with the market expecting revenue of $92 billion at the top end and earnings per share (EPS) of $2.09. But as always, the real catalyst will be guidance, the market’s most reliable data point on hyperscaler spending. A guide above expectations means that spending is still accelerating, while inline or (gasp) below expectations would hint that the buildout is running on hype over substance.
