Wall Street Breakfast It's Nvidia earnings time
Aug 24, 2025
The chipmaker's upcoming earnings could reveal the strength of the AI market. Insights into recent economic influences show how they might sway the Federal Reserve's actions. Meanwhile, European postal services have temporarily halted package shipments to the U.S. Could these trends signal shifts in investor sentiment?
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NVIDIA Is The Week's AI Litmus Test
- NVIDIA's earnings this week are the 800-pound gorilla that could signal if the AI trade still has legs.
- Analysts cite accelerating AI tailwinds and NVIDIA's dominance, but some warn of bubble risks centered on a few big customers.
Consensus Numbers And China Ban Impact
- Consensus expects EPS of $1.01 and revenue of $46 billion for NVIDIA this quarter.
- A temporary ban on H20 processors to China likely had minimal impact on results, per the transcript.
Policy, Pricing, And Divergent Analyst Views
- The Trump administration removed the H20 ban in exchange for 15% of sales revenue, which Oppenheimer says could be offset by price increases.
- Some analysts call NVIDIA an earnings surprise champion, while others warn of an AI bubble tied to hyperscalers' ROI limits.