Nvidia Earnings Watch: Traders Brace for a Big Move in AI Stocks

Nvidia is set to report first-quarter earnings after the close on Wednesday, and traders are positioning for a large move in the stock. The company is the world’s most valuable and has been a key leader in the artificial intelligence trade.

Options activity has been unusually heavy ahead of the report. Short-dated calls are trading at a premium to puts, and traders are betting on a sizable swing in Nvidia shares. At the same time, recent data shows options pricing has often overstated Nvidia’s post-earnings move in past quarters.

Wall Street is watching Nvidia for signs of continued strength in the AI economy. Analysts want updates on demand, the rollout of next-generation chips, and the possibility of a large buyback. One analyst group expects Nvidia to beat estimates and guide above consensus.

The report could also affect other AI-related stocks, including data center names such as CoreWeave and Nebius, and chipmakers like Broadcom and Marvell. Investors are also watching Nvidia’s peers, including Intel and AMD, which may be influenced by the tone of the results and outlook.

Nvidia is a major AI chipmaker and one of the most valuable companies in the world, so its results can influence both the stock and other AI-related names.

Options trading shows that investors are expecting a big price move after the report, and some are using options to position for that move.

Analysts want to hear about demand, next-generation chips, a possible buyback, and whether Nvidia can beat estimates and raise guidance.

Yes. The results may move other AI and semiconductor stocks, especially companies tied to data centers and chipmaking.

Schwab Network

Alex Coffey outlines eye-watering options activity in Nvidia (NVDA), Microsoft (MSFT), and Amazon (AMZN) just a day ahead of Nvidia's earnings. He walks investors through the strategies he sees these traders making.

Schwab Network

It's not just Nvidia (NVDA) that's expected to move after earnings. Kevin Hincks tells investors to pay attention to the greater AI trade for other movers, from data center stocks like CoreWeave (CRWV) and Nebius (NBIS), to other chipmakers like Broadcom (AVGO) and Marvell (MRVL).

Schwab Network

Nvidia (NVDA) has rallied over 60% year-over-year, but as Rick Ducat points out, Nvidia's outperformance is underperformance compared to some of its chipmaking peers. He walks investors through the technical set-up he sees for shares ahead of the Mag 7 giant's earnings after the close Wednesday.

Bloomberg Markets and Finance

Nvidia, the world's most valuable company, reports first-quarter earnings after the bell on Wednesday. Wall Street is waiting to get a read on the state of the artificial intelligence economy.

CNBC

Options pricing has overestimated the size of Nvidia's post-report swing six of the past seven quarters, and 14 of the past 20, according to Cboe LiveVol data.

Proactive Investors

Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) reports first-quarter results after the close on Wednesday, and analysts have a long list of things they want to hear about -- from a potential blockbuster buyback to the rollout of its next-generation chips. Wedbush fully expects Nvidia to again exceed estimates...

CNBC

Ahead of earnings, NVDA's short-dated calls are trading at a premium to puts.

CNBC Television

CNBC's Kristina Partsinevelos reports on Nvidia after the market closes.

Invezz

The global semiconductor landscape is bracing for impact as Nvidia (NVDA) prepares to report its fiscal first-quarter 2027 financial results tonight after the closing bell. Wall Street's consensus is hovering at a breathtaking bar, with analysts projecting a non-GAAP profit of $1.78 per share on rec...

Benzinga

Nvidia Corp. (NASDAQ:NVDA) is set to report earnings after the close Wednesday, and options traders are positioning for a sizable move in the AI chip leader's stock.

24/7 Wall Street

Nvidia (NASDAQ:NVDA | NVDA Price Prediction) is the undisputed AI chip king, and its heft lead probably won't be given up anytime soon, even as more tech titans spend on their own custom silicon efforts.

Schwab Network

Paul Stanley breaks down what to expect from Nvidia's (NVDA) upcoming earnings report and why the stakes are so high for both the company and the broader market. He discusses growing competition in the chip space, AI's impact on the economy, and why an earnings beat could lift the market as a whole.

ETF Trends

Nvidia (NVDA) reports earnings after the bell today, sparking widespread anticipation across global equity markets. While core semiconductor components are already moving on the news — with Advanced Micro Devices (AMD) and Intel (INTC) seeing early trading volume — the traditional route of pure-play...

Benzinga

Nvidia Corp. (NASDAQ:NVDA) reports first-quarter 2027 earnings after the close Wednesday, and the bar has never been higher.

CNBC Television

The Investment Committee debate whether Nvidia earnings can reignite the AI trade and how you should position your portfolio ahead of the report tonight.

Schwab Network

Nvidia (NVDA) is expected to move markets after the close following a surge in the stock so far this year. Andrew Arons makes the argument the Mag 7 company is still cheap on a forward basis.

ETF Trends

Sometimes it feels like it's Nvidia's world, and we are all just living in it. As we brace for the firm's latest earnings report coming Wednesday, we could say that Nvidia (NVDA) earnings — and more importantly, its forward guidance — have become much more than a par-for-the-course quarterly disclos...

CNBC Television

CNBC's Kristina Partsinevelos reports on news regarding an important upcoming earnings result.

CNBC Television

Nvidia reports fiscal first-quarter results after the bell on Wednesday. CNBC's Kristina Partsinevelos breaks down how the company's stock has performed following previous earnings reports.

Schwab Network

Characteristics and Risks of Standardized Options: https://bit.ly/2v9tH6D. Joe Mazzola with @CharlesSchwab points to three key metrics Nvidia (NVDA) needs to hit in earnings, as he outlines headwinds keeping growth prospects unclear.

Reuters

Nvidia forecast second-quarter revenue above Wall Street expectations on Wednesday, and announced an $80 billion share repurchase program.

Bloomberg Markets and Finance

Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Isabelle Lee, Emily Graffeo and Tim Stenovec. -------- More on Bloomberg Television and Markets Like this video?

GlobeNewsWire

SANTA CLARA, Calif., May 20, 2026 (GLOBE NEWSWIRE) -- NVIDIA (NASDAQ: NVDA) today reported record revenue for the first quarter ended April 26, 2026, of $81.6 billion, up 20% from the previous quarter and up 85% from a year ago.

Bloomberg Technology

Bloomberg's Ed Ludlow breaks down what to expect from Nvidia's earnings report, as investors anxiously await for the world's most valuable company to show whether it can continue delivering the explosive growth fueling the AI boom. Plus, SpaceX inches closer to launch with an imminent IPO filing.

24/7 Wall Street

YieldMax NVDA Option Income Strategy ETF (NYSEARCA:NVDY) sells the right to NVIDIA's biggest up moves each month and hands you the option premium as income.

Proactive Investors

Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) reported record first quarter results that beat Wall Street expectations for both revenue and earnings, driven by continued strength in its data center business and sustained demand for artificial intelligence infrastructure. For the quarter ended April 26, 2026,...

Invezz

Shares of Nvidia (NVDA) fell in extended trading on Wednesday after the artificial intelligence chipmaker issued a quarterly revenue forecast that, while above Wall Street expectations, failed to fully satisfy investors accustomed to the company significantly outperforming estimates. Nvidia reported...

WSJ

Astronomical rise in AI agents and demand for data-center computing lift chipmaker to another record quarter.

Bloomberg Markets and Finance

Nvidia reports earnings of $1.87 per share for the fiscal 1Q topping estimates of $1.77. Revenue for the quarter ending in July is projected to be $91 billion, compared with Wall Street estimates of about $87.4 billion.

Schwab Network

Nvidia (NVDA) has nearly doubled its quarterly data center revenue from a year ago, shown in the Mag 7 giant's latest earnings beat. The company's guidance for the current quarter also came in 5% higher above Wall Street estimates at the midpoint.

Fast Company

Nvidia Corp. (NVDA) on Wednesday reported fiscal first-quarter profit of $58.32 billion.

Seeking Alpha

Nvidia Corporation delivered strong fiscal Q1 results, driven by surging AI-related revenue growth, beating top- and bottom-line estimates. Q2 guidance signaled continued momentum, reinforcing NVDA's dominance in the chip market. NVDA stock's valuation remains quite reasonable, with the possibility...

Bloomberg Markets and Finance

Gabelli Funds Growth Portfolios Managing Director John Belton gives his initial reaction to Nvidia's first-quarter earnings report and forecast on "Bloomberg The Close." -------- More on Bloomberg Television and Markets Like this video?

Bloomberg Markets and Finance

Nvidia, the world's most valuable company, disappointed investors with its latest sales forecast, adding to concerns about growing competition in the AI chip industry. Bloomberg's Ed Ludlow joins to discuss.

Seeking Alpha

Nvidia Corporation delivered exceptional Q1 results, with revenue and EPS beating consensus and YoY data center revenue surging to $75.2 billion. NVDA expects Q2 revenue near $91 billion, reflecting robust AI-driven demand, Blackwell ramp-up, and strong execution amid rare industry tailwinds. Despit...

Seeking Alpha

NVIDIA is a strong performer, but prudent investors should avoid overconcentration and speculative reactions to short-term earnings events. My portfolio emphasizes Industrials, Energy, and Materials, and others to provide consistent returns from industries like defense, pipelines, and materials esse...

TechCrunch

Nvidia announced another record revenue figure after market close on Wednesday, reporting financial results for the quarter ending April 26. Over those three months, the company brought in $81.6 billion in revenue (up 20% from the previous quarter) and a record $75.2 billion in data center revenue.

NYTimes

The chip maker said its profit in its most recent quarter jumped 211 percent from a year ago thanks to extreme demand from other big technology companies.

Seeking Alpha

Nvidia Corporation delivered record Q1 results, beating estimates for the 14th consecutive quarter and accelerating revenue growth, especially in its data center segment. Q1 revenue surged 85% year-over-year to nearly $82 billion, with data center revenues up over 90%, highlighting NVDA's dominant p...

ETF Trends

The ubiquity of Nvidia is evident with its appearance in over 2,000 ETFs, according to data extrapolated from ETF Database. With that, its fiscal 2027 Q1 earnings were highly anticipated as a bellwether for not just the semiconductor and broader tech sectors, but as a directional compass for the cur...

Zacks Investment Research

Nvidia (NVDA) came out with quarterly earnings of $1.87 per share, beating the Zacks Consensus Estimate of $1.77 per share. This compares to earnings of $0.81 per share a year ago.

New York Post

“The buildout of AI factories — the largest infrastructure expansion in human history — is accelerating at extraordinary speed,” said CEO Jensen Huang in a statement.

Zacks Investment Research

Following another blockbuster earnings report, its clear that NVIDIA remains the undisputed AI leader.

The Guardian

Many analysts view company's financial performance as a broader referendum on AI buildout

Seeking Alpha

Nvidia Corporation delivered another quarter of outstanding results, with Q1 FY27 revenue up 85% YoY and a robust Q2 guide excluding China. Data Center revenue reached $75.2B, now split nearly 50/50 between Hyperscalers and ACIE, highlighting broadening demand beyond a few large customers. NVDA's gr...

MarketBeat

NVIDIA NASDAQ: NVDA reported record first-quarter fiscal 2027 results, with revenue, operating income and free cash flow all surpassing prior company highs, as executives said demand for AI infrastructure continued to accelerate across hyperscale cloud providers, AI cloud companies, sovereign custom...

Yahoo Finance

Nvidia just delivered another massive earnings beat, reinforcing one of the biggest themes driving markets right now, the AI infrastructure boom is still accelerating.

Zacks Investment Research

NVIDIA's earnings grew +140% year over year, +85% on revenues. An $80B share repurchase was also announced.

CNBC

SoftBank Group is closely tied to the AI boom through its stake in Arm Holdings, whose chip designs are used in AI servers and data centers powered by Nvidia systems.

Schwab Network

Josh Schafer breaks down Nvidia's (NVDA) earnings beat, rising AI chip demand and whether hyperscalers can finally challenge Nvidia's dominance. He explains what Nvidia's dividend increase and massive market cap mean for future stock moves.

Reuters

Nvidia is expected to deliver another blockbuster earnings report, but a shift in how artificial intelligence is used is raising doubts on how long its dominance in AI chips can last.

Invezz

Asian shares advanced on Thursday, led by chipmakers, after Nvidia's forecast reinforced optimism over artificial intelligence demand and Samsung Electronics averted an immediate strike that had threatened to disrupt one of the world's most important semiconductor supply chains. The MSCI Asia ex-Jap...

Finbold

Together with achieving a double beat with strong earnings and revenue growth, Nvidia (NASDAQ: NVDA) unveiled additional stock-related developments as part of its quarterly report published after the evening bell on May 20.

CNBC International TV

Nvidia notches another stellar quarter with revenue soaring by 85 per cent to more than $80bn. The chip giant has also announced the same amount in share buy-backs.

Zacks Investment Research

NVDA's Q1 call spotlights AI demand spreading beyond hyperscalers, with a new reporting structure, bigger CPU ambitions, and aggressive supply commitments.

WSJ

Competition is growing, but the AI chip maker's sluggish stock doesn't give enough credit for its strong position.

Benzinga

U.S. stock futures were mixed on Thursday following Nvidia Corp.‘s (NASDAQ:NVDA) first-quarter earnings results released after Wednesday's higher close.

WSJ

Competition is growing, but the AI chip maker's sluggish stock doesn't give enough credit for its strong position.

Finbold

Nvidia (NASDAQ: NVDA) has once again beaten quarterly expectations, this time with additional stock news, including a 2,400% dividend hike announced on May 20.

24/7 Wall Street

NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is the stock everyone is talking about, riding a $5.34 trillion market cap on the back of an AI capex wave that has lifted shares 62.77% over the past year.

Benzinga

On Wednesday, NVIDIA Corp. (NASDAQ:NVDA) reported first-quarter fiscal 2027 revenue of $82 billion, up 85% year over year and 20% sequentially, while adjusted EPS reached $1.87. Data center revenue surged 92% to $75 billion as hyperscalers and AI developers accelerated Blackwell deployments.

Barrons

Nvidia stock didn't get much of a boost from a stellar earnings report as investors focus on competition in AI chips.

Seeking Alpha

Nvidia (NVDA) delivered an 85% YoY revenue surge to $81.62B, beat estimates, and announced an $80B buyback plus a 2400% dividend hike. SpaceX's (SPCX) S-1 reveals Starlink as a financial engine with $11.4B revenue and $4.4B operating income, while its AI segment posted a $6.4B operating loss.

Invezz

For most of the AI boom, investors had a simple playbook: buy the companies selling GPUs, the powerful chips used to train large AI models. Bank of America now says that trade is becoming too narrow.

Seeking Alpha

NVIDIA Corporation (NVDA) Q1 2027 Earnings Call Transcript

PYMNTS

For years, artificial intelligence in business meant a feature. A smarter search bar. A fraud score. A recommendation engine tucked inside a larger product.

Seeking Alpha

Nvidia delivered record Q1 2027 revenue of $81.6B, up 85% YoY and 20% QoQ, far surpassing prior growth expectations. NVDA's Data Center segment led with $75.2B in revenue, while gross margin remained strong at 75% and operating expenses declined as a percentage of revenue. Capital returns surged: $2...

Schwab Network

Keep a close eye on the first couple hours of trading after the opening bell, says Kevin Green. He believes the stock market's reaction to Nvidia's (NVDA) earnings in that time will determine the direction of trading for the remainder of the day.

Seeking Alpha

Nvidia (NVDA) delivered strong Q1 FY2027 results, beating revenue and EPS expectations, but the stock showed no post-earnings upside. NVDA's growth remains heavily concentrated in enterprise AI, with the Graphics segment contributing less than 5% to operating income and declining. Revenue growth is...

CNBC

Here are five key things investors need to know to start the trading day.

Benzinga

Nvidia Corp‘s (NASDAQ:NVDA) latest quarterly filing contains a surprising twist beneath the headline-grabbing AI boom: the company lost more than half of its China business over the past year—and still managed to nearly double revenue.

Proactive Investors

The direction for US stocks on Thursday was constantly shifting ahead of the opening bell, as overnight optimism over US-Iran negotiations and another blockbuster quarter for Nvidia were not enough to set a clear path. Futures pointed down in the early hours, turned green and then back to red, wth...

24/7 Wall Street

Gavin Baker, the tech investor whose track record gives him an audience whenever he sits down with Patrick O'Shaughnessy, floated a number on a recent podcast that should make anyone modeling NVIDIA's (NASDAQ:NVDA | NVDA Price Prediction) future do a double-take.

Fox Business

Nvidia founder and CEO Jensen Huang joins 'Mornings with Maria' to break down the company's record-breaking first-quarter earnings, the demand driving the AI super cycle and business regarding China. 00:00 Nvidia's record Q1 earnings and revenue beat 01:40 The shift from Generative AI to Agentic AI...

Barrons

Fed meeting minutes show officials won't rule out rate hikes, Target's turnaround is underway, OpenAI prepping IPO filing, and more news to start your day.

Seeking Alpha

Nvidia Corporation leverages internal AI-driven design automation, compounding structural advantages in cost, speed, and chip quality. AI tools like ChipNeMo, PrefixRL, and NVCell have dramatically reduced chip design cycles, boosting productivity and compressing time-to-market. NVDA's revenue per e...

24/7 Wall Street

Things were getting quite a bit volatile for tech to start the week. And while Wednesday's session gave relief to tech-heavy investors, it's hard to tell which direction the tech sector and some of the most overheated names in AI (look no further than those red-hot semi plays) will head next as Nvid...

Schwab Network

Nvidia (NVDA) didn't move much following its earnings but there's a lot to take away from the report, including near-double data center revenue. Kevin Hincks explains how the numbers, a dividend increase, and $80 billion share buyback add confidence to Nvidia's bull thesis.

Investors Business Daily

Nvidia received at least 18 price-target increases from Wall Street analysts after its fiscal Q1 beat-and-raise report late Wednesday.

Investors Business Daily

Boosted by accelerating first-quarter earnings and sales, Amazon stock has bounced back into buy range while flashing telltale clues.

Seeking Alpha

Nvidia Corporation delivered an exceptional quarter with 85% YoY revenue growth and is guiding to 96% growth next quarter. NVDA's trailing twelve-month revenue reached $253bn, growing at 70%, with unlevered pretax FCF margins at 57%. The balance sheet is robust, boasting $72bn net cash despite signi...

MarketBeat

Investors and traders anticipating NVIDIA's NASDAQ: NVDA earnings report, hoping for a post-release price decline, may be disappointed. Not only were the results aligned with the robust trend, which is acceleration, but the market rarely does what's expected when everybody expects the move.

Fox Business

Nvidia founder and CEO Jensen Huang joins 'Mornings with Maria' to discuss the U.S. winning the AI race, the role of their technology for national security, the economic impact from the AI build out and more.

Investopedia

Nvidia delivered another blockbuster quarter with earnings that topped Wall Street projections. So why isn't the stock getting a boost?

Zacks Investment Research

NVDA topped Q1 fiscal 2027 estimates, boosted guidance, and expanded AI ambitions beyond GPUs with its new Vera Rubin AI superchip.

Benzinga

U.S. stocks traded lowr this morning, with the Dow Jones index falling more than 150 points on Thursday.

Benzinga

Investors know Nvidia Corp. (NASDAQ:NVDA) as the company selling the picks and shovels of the AI gold rush. What Nvidia's latest quarterly filing reveals, however, is that CEO Jensen Huang is also quietly building one of Silicon Valley's largest AI investment portfolios.

Invezz

Nvidia (NVDA) delivered another blockbuster earnings report, but investors appeared unimpressed as the stock struggled to rally. Shares fell around 1.9% on Thursday morning, with the stock slipping to around $219.62 in early trading.

24/7 Wall Street

NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) just delivered one of the most consequential quarters in semiconductor history, and the stock is responding.

Zacks Investment Research

NVDA tops Q1'27 estimates as Blackwell ramps up and Data Center revenues jump 92%, with Q2 guidance calling for $91B sales.

Schwab Network

Jenny Horne talks about Nvidia's (NVDA) beat on earnings as data center revenues continue to soar. She says Nvidia announced a $80 billion additional share buyback while stating it's not assuming any revenue from China in its outlook.

Investors Business Daily

Seagate stock and Western Digital stock climbed after Nvidia's earnings report showed strong AI infrastructure spending.

Proactive Investors

Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) shares slipped roughly 2% following its fiscal first-quarter earnings, but four Wall Street analysts weren't fazed, raising price targets across the board after the chipmaker posted record revenue and issued guidance that topped already elevated expectations. The...

Bloomberg Technology

Nvidia aims to rely less on giant data center operators and predicts other businesses and governments will become a bigger source of revenue for its chips and computing products to support AI ambitions. Tony Wang, portfolio manager of the T.

Benzinga

Investors know Nvidia Corp.(NASDAQ:NVDA) as a GPU supplier powering the artificial intelligence boom. But the chip giant's latest portfolio disclosure suggests CEO Jensen Huang may be placing a significant bet on another part of the AI stack: the infrastructure that moves data between those chips.

The Motley Fool

Nvidia CEO Jensen Huang's comments at Dell Technologies World were overshadowed by Nvidia's upcoming earnings. If Huang is correct with his AI demand prediction, AI stocks are seriously undervalued.

Investopedia

Another huge beat from AI bellwether Nvidia. Another big shrug on Wall Street.

Benzinga

Nvidia Corporation (NASDAQ:NVDA) shares are trading lower on Thursday, despite beating analyst estimates for first-quarter revenue and earnings per share. Here's why analysts are raising their price targets on the stock going forward.

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