
Markets are looking ahead to the highly anticipated Nvidia Q4 earnings, due on Wednesday at 2 p.m. Pacific Time. US stock futures also inched higher on Wednesday ahead of the earnings release.
While revenue and earnings per share remain key metrics for investors, attention will focus on returns from substantial AI infrastructure spending, as markets reassess investment strategies amid concerns that AI output may be insignificant compared with capital expenditure for large-scale data centre buildouts.