As NVIDIA prepares to report its earnings, analysts are particularly focused on three key areas: forward guidance on earnings per share amidst geopolitical tensions, clarity regarding shipments of the Blackwell chip, and updates on international sovereign AI deals to offset losses in China. Although previous earnings beats have not guaranteed a positive market reaction, investors will be keen on insights from NVIDIA's upcoming conference call, especially related to gross margins and supply chain performance.
Investors care more about forward guidance than a minor earnings beat due to geopolitical uncertainty.
NVIDIA's stock will move depending on the size of its earnings beat, but the market reaction will hinge on its conference call commentary.
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