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Nvidia (NVDA), the world’s largest company by market capitalization, will report fourth quarter results after the closing bell on Wednesday. The closely watched release could renew faith in the artificial intelligence trade or add fuel to growing concerns about how big bets on AI will pay off.
Nvidia’s quarterly results have become a market-moving event over the past few years, as the chipmaker sells the chips that underpin the AI boom, has deep financial relationships with the Big Tech firms and startups that buy those chips, and remains the most heavily weighted stock in the S&P 500 (^GSPC).
Stocks fell on Monday as unease about AI disruption continued to feed rolling sell-offs in software and other sectors. IBM (IBM) shares were the latest casualty, tumbling 13% on Monday after Anthropic (ANTH.PVT) said its Claude Code AI tool could help modernize COBOL code, threatening a key part of IBM’s business.
With these AI anxieties playing out in the backdrop, investors will pay close attention to what Nvidia’s results and guidance tell markets about the state of AI demand and what that means for dozens of other tech and software stocks caught in Nvidia’s web of influence.
Follow along for the latest updates on Nvidia and the tech sector.
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What to look for when Nvidia reports Q4 earnings
Nvidia’s (NVDA) quarterly results scheduled for Wednesday afternoon mark the winding down of earnings season, as the chip titan is the last of the “Magnificent Seven” tech companies to report.
But with Nvidia’s GTC 2026 event only a few weeks away, news from the leading AI company may be just getting started.
Our technology editor, Dan Howley, previewed what to expect when Nvidia reports results (earnings per share of $1.53 on revenue of $65.8 billion; data center revenue of $60.2 billion for the quarter). Investors will also be looking for details on Blackwell chip sales and China sales.
Howley notes that although Nvidia recently launched a new AI superchip and announced a massive, multiyear deal with Meta, its stock price has seen a tepid reaction. That disconnect reveals a larger debate over the state of the artificial intelligence trade and whether it is plateauing or will continue to accelerate.
“The real debate is what growth looks like in 2027 and 2028,” Deepwater Asset Management managing partner Gene Munster wrote in a blog post.
Read the full breakdown of what to watch when Nvidia reports earnings >
