Overview

• The chipmaker reports quarterly results Wednesday after the market close, with investors positioning for a market-moving update.
• UBS projects roughly $46 billion in second-quarter revenue and estimates $54–55 billion for the next quarter excluding China.
• FactSet-cited forecasts point to revenue growth above 50% and strong earnings gains, sustaining Nvidia’s role as the AI bellwether.
• Major indexes advanced modestly ahead of the release and Nvidia shares rose about 1.06%, underscoring anticipation of the print.
• Analysts flag export-control and China-related risks including H20 chip uncertainty and a potential 15% levy, while data-center sales remain the main driver of results.