Nvidia Alert: major news at 4:20pm

Nvidia must do 3 things for the stock price to jump. The news is out at 4:20pm. And it’s critical to the AI boom. Today at 4:20pm Nvidia reports earnings. It’ll mark the latest “test” for the Artificial Intelligence boom. A strong report could fuel the next phase of the AI bull market. [Go here for my top 5 AI stocks to BUY NOW.]( Nobody knows what’s inside Nvidia’s financial report. Yet there’s one reason to expect strong results. The “Magnificent 7” are investing huge amounts in AI datacenters. Every other major tech stock has already reported their earnings. And Nvidia will be one of the last to release their results. Here’s what we know… 40% of Nvidia’s sales come from America’s biggest tech stocks – that’s Alphabet, Amazon, Meta Platforms and Microsoft. This chart shows the massive increase in AI capital expenditures (CapEx) by these companies. [Get My #1 AI Trade for 2024]( [It’s NOT Nvidia – Click Here]( During recent analyst calls… The CEOs and CFOs at these companies explain that capital spending on AI is increasing rapidly. And they’re not slowing down. Approximately ½ of this spending goes directly into AI chips. And the vast majority of those dollars end up in Nvidia’s bank account. Let’s look at what the leaders at the big tech stocks have said in recent weeks… Alphabet CEO Sundar Pichai… “When you go through a curve like this, the [risk of underinvesting is dramatically greater than the risk of overinvesting]( Meta CEO Mark Zuckerberg… “At this point I'd rather risk building capacity before it is needed, rather than too late.” Meta CFO Susan Li… “We currently expect [significant capex growth in 2025]( as we invest to support our AI research and our product development efforts.” Amazon CEO Andy Jassy… “While we're investing a significant amount in the AI space and in infrastructure, we would like to have more capacity than we already have today.” Plus, Amazon’s CFO explains that he expects AI spending to increase… “We expect capital investments to be [higher in the second half of the year]( support the growing need for AWS infrastructure as we continue to see strong demand in both generative AI and our non-generative AI workloads.” Microsoft CEO Satya Nadella explains… “What we learned even from the cloud transition...was similar in the sense it was both a knowledge-intensive and a capital-intensive transition.” These CEOs and CFOs all have the same message… They’re increasing their investment in AI infrastructure. This includes building new datacenters and filling them with computing power from Nvidia. Today Nvidia releases its quarterly earnings at 4:20pm Eastern Time. The consensus Wall Street estimates call for… - Revenues +113% to $28.7 billion - Net Income +137% to $15.9 billion - Earnings Per Share +138% to $0.64 Nvidia will need to do three things in order to see its shares rise… - Beat consensus estimates - Raise financial guidance for the October quarter - Positive news on the next generation Blackwell chips So, what’s the best way to profit from the AI revolution? Right now, I’m BUYING 5 hidden stocks to profit from this remarkable breakthrough. [Go here to watch my urgent video]( – it reveals my #1 trade. Ian P.S. Watch now and I’ll give you the NAME and TICKER of my #1 way to profit from the AI boom. [Simply click here.]( [Take a 7 day break from these emails]( © Wyatt Investment Research. All rights reserved. Wyatt Investment Research is not a broker dealer of financial advisor. This content is for informational purposes. Nothing in this email should be considered investment advice. Every investment has risk and you could lose your investment. You can review terms of use and disclosures by [clicking here.]( You are subscribed with the following email address: {EMAIL} [Unsubscribe from these types of emails]( [Manage your email preferences]( We love hearing from subscribers. Please reply to this email with any feedback or suggestions. Contact abuse@wyattresearchnewsletters.com to report any issues or concerns. For questions regarding your account please call [866-447-8625](tel:+1(866)447-8625). Wyatt Investment Research LLC 65 Railroad Street, PO Box 790 Richmond, Vermont USA 05477 ---------------------------------------------------------------