Microsoft, NVIDIA to invest in Anthropic
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Wall Street upgrades NVIDIA and Alphabet's stocks
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Here's how to tune into the earnings call. Nvidia will announce its earnings on Wednesday, November 19, after the market closes. The report will be available on the company’s investor relations website at 4 p.m. ET, followed by the earnings call at 5 p.m. ET.
Investors are intensely focused on the durability of the AI infrastructure boom and whether hyperscalers can sustain their aggressive pace of capital spending.
The fate of Wall Street's staggering bets on artificial intelligence will rest squarely on Nvidia on Wednesday when the chipmaker reports results, with investors seeking signs that bubble worries are overblown.
Investors hope that good news from Nvidia’s quarterly earnings report on Wednesday will stop the bleeding in artificial-intelligence stocks. But the smart money is split on whether the chip maker’s shares are still worth buying.
SoftBank also disclosed that it sold all of its Nvidia shares during the same quarter for $5.8 billion.
Arm Holdings Plc plans to start incorporating Nvidia Corp.’s NVLink technology into chip designs for AI data centers, tightening the relationship between two influential semiconductor companies.