Nvidia Earnings: Pivotal Moment for the AI Stock Boom

If you cannot see this email properly, please click [here]( To unsubscribe from this mailing list please click [here]( The AI Obsession The artificial intelligence revolution has captured the world's imagination and investors' dollars. But for the raging bull market in AI stocks to sustain its trajectory, one company's earnings report next week could prove pivotal - Nvidia. --------------------------------------------------------------- Sponsor [Nvidia’s secret partner exposed](Who really wins in the AI race [FULL STORY>>]( --------------------------------------------------------------- Chip King's Dominance The chip maker has become the de facto leader and prime beneficiary of the AI boom so far. With a market cap over $1 trillion, Nvidia has seen its stock soar nearly 2,900% over the past five years on insatiable demand for its high-powered graphics processors. Nvidia enjoys dominance in the crucial data center GPU market, with an eye-popping 92% share. Sky-High Expectations This market leadership has set astronomically high expectations for Nvidia's earnings, due out after the bell on Wednesday. Analysts forecast the company's revenue surged 112% in the latest quarter compared to a year ago. Yet some on Wall Street believe even that could prove conservative. Analysts at Jefferies predicted Nvidia will "smash" expectations by $1 billion or more. AI Trade Catalyst If Nvidia delivers a "shock and awe" report as Wedbush's Dan Ives expects, it could reignite momentum for the AI semiconductor trade that has stalled amid signs of moderating cloud spend. "Nvidia is the heart and lungs of this bullish tech trade as the AI Revolution takes hold," said Ives. --------------------------------------------------------------- Sponsor [Seven unknown AI stocks that could DOMINATE the next six years.]( [Watch his breakdown here >=]( --------------------------------------------------------------- Bellwether for Mega-Caps Bernstein's Mark Shmulik calls Nvidia "a bellwether of the Magnificent Seven and AI trade," referring to the top cloud heavyweights. Any weakness could spur further rotation out of those leaders. The Next Frontier: AI Data Centers While expectations are high, the long-term opportunity driving Nvidia may be even more monumental - the multi-trillion dollar buildout of hyperscale data centers to power the next wave of AI. Data Deluge Driving Demand As transformational as large language models have been, the real heavy lifting in AI will require massively scaling data capabilities. Annual global data creation will increase over 50% in just months as AI apps proliferate. Nvidia's Data Center Pivot The tech titans are embarking on a generational buildout of "mega data centers" with radically more capacity. Nvidia has positioned itself at the center, cultivating under-the-radar suppliers contributing cutting-edge networking hardware, chip designs, software and more. Under-the-Radar Upside While little known today, these emerging AI data center leaders could graduate to household names, powering Nvidia's pivot from a semiconductor play to an entire AI infrastructure juggernaut. A Pivotal Catalyst For investors, Nvidia's earnings represent both a crucial near-term catalyst and a potential validator of the colossal AI infrastructure opportunity still taking shape. Buckle up for a pivotal data point in this generational growth story. YOU NEED TO WATCH THIS BEFORE NVIDIA EARNINGS [Nvidia's NEW "Silent Partners"]( Many companies partnering with Nvidia have seen their own stocks go up … That includes ASML, up as much as 471% … Super Micro Computer, which has surged as much as 3,244%. And Taiwan Semiconductor, which has soared as much as 4,744%. With Nvidia now [pivoting to a new $1 trillion AI superproject …]( A new set of partners appear to be poised to benefit. [Find out]( who they are right away. DailyMarketMovers.com Disclaimer Content marked as "Sponsor" may be paid for and are not endorsed or warranted by our staff or company. The content in our emails is for educational or entertainment use, and is not a substitute for professional advice or an offer to buy or sell any securities. Neither the publisher nor the editors are registered investment advisors and we do not provide personalized financial counseling. Be sure to do your own careful research and consult with your advisors before taking any action based on anything you find in this content. By opening this email or clicking any links contained, you are reconfirming your opt-in status. This is part of your free subscription. Find full terms and conditions and disclaimer here: Find full email disclosures here: DailyMarketMovers.com part of Sandpiper Marketing Group, LLC | 1519 Mecklenburg Hwy | Unit 4 | Mt. Mourne | North Carolina | 28123 | United States | 877-411-9808 [Unsubscribe]( | [Report spam]( Sent with [ActiveTrail]( software