Key Takeaways
- Nvidia is scheduled to release its second-quarter results after markets close later today.
- Analysts expect the AI chipmaker to post record sales, despite an anticipated hit from export curbs.
- As the world’s most valuable company, a big post-earnings move in Nvidia’s value would have a broader market impact.
Nvidia (NVDA), the AI chipmaker at the heart of the artificial intelligence boom, is set to release its second-quarter earnings after markets close later today, in what could prove to be a market-moving event.
Shares were little changed near $182 in recent trading ahead of the results, though the stock has added more than a third of its value in 2025 as demand for its AI hardware surged.
Analysts expect the chipmaker’s sales could reach another quarterly record, estimates compiled by Visible Alpha show, despite an anticipated hit from China export curbs, with Nvidia’s position as the world’s largest AI chipmaker making it a bellwether for the industry.
After Nvidia recently struck a revenue-sharing agreement with the Trump administration in exchange for licenses to resume sales of key AI chips to China, investors will likely be watching closely for what CEO Jensen Huang has to say about the company’s outlook, as well as any updates on its next-generation product pipeline.
Recent options pricing suggests traders anticipate Nvidia’s stock could stand to move more than 6% by the end of the week, in what would be its biggest post-earnings move in more than a year. And as the world’s most valuable company, Nvidia commands more influence over the S&P 500 than any other, with a reaction in its stock likely to have a broader market impact.
The benchmark index edged 0.2% higher in recent trading ahead of the results, hovering just under its intraday highs and on track to close at a record if those gains hold. (Read Investopedia‘s full coverage of today’s trading here.)