Overview

• Nvidia reports after Wednesday’s closing bell, with investors treating the update as a key read on AI infrastructure demand.
• Options pricing implies roughly a 6% post‑earnings move, or about a $260 billion change in market value.
• Analysts expect second‑quarter revenue of about $46 billion, up roughly 53% from a year ago.
• With close to 8% of the S&P 500 by weight, Nvidia’s share reaction could meaningfully sway benchmark indexes.
• Focus areas include China‑related chip sales and U.S. policy arrangements, alongside lingering market risk from President Trump’s attempted removal of Fed Governor Lisa Cook and the legal fight it prompted.