Overview

• Nvidia's stock has declined 6% in 2025, with concerns over AI competition from China's DeepSeek and slowing growth in the AI chip market.
• Analysts expect Nvidia to report $38.1 million in revenue and $19.6 billion in net income for the fiscal fourth quarter, with attention on its ability to beat and raise forecasts.
• DeepSeek's cost-efficient AI model has raised questions about future demand for Nvidia's high-end GPUs, though CEO Jensen Huang argues AI computing needs will continue to grow.
• Microsoft's reported cancellation of data center leases has fueled speculation about a slowdown in AI-related capital expenditures, though the company maintains its $80 billion infrastructure investment plan for 2025.
• Investors are closely watching for updates on Nvidia's Blackwell chip production, tariff impacts, and potential new growth areas like autonomous vehicles.