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Home » Nvidia Earnings: Chip Spending, China in Focus With Stock Near Highs
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Nvidia Earnings: Chip Spending, China in Focus With Stock Near Highs

arthursheikin@gmail.comBy arthursheikin@gmail.comAugust 27, 2025No Comments2 Mins Read
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Nvidia Jensen Huang



I-HWA CHENG/AFP via Getty Images

Updated

2025-08-27T13:50:57Z

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Nvidia will release its second-quarter earnings after the closing bell on Wednesday.
Shares of the tech giant were up 35% year-to-date through Tuesday.
Wall Street remains bullish on the stock, and will be looking for updates on hyperscaler spending.

Nvidia will report fiscal first-quarter earnings on Wednesday after the closing bell.

Wall Street will be closely watching for signs that AI-chip demand from hyperscalers like Microsoft, Meta, and Amazon is staying strong. Investors will also be looking for updates on how Nvidia is faring in China.

The earnings-release time is shortly after 4 p.m. ET, and its conference call with analysts will start around 5 p.m.

Nvidia’s stock was up 35% year-to-date through Tuesdays’s close, handily outpacing the S&P 500’s 10% increase.

2025-08-27T13:50:02Z

Nvidia’s consensus second-quarter revenue estimate is $46.23 billion.

Second quarter

Third quarter

Revenue estimate: $53.46 billionAdjusted gross margin estimate: 73.4%Adjusted operating expenses estimate: $4.26 billionCapital expenditure estimate: $1.23 billion

Full year 2026

Revenue estimate: $203.68 billionCapital expenditure estimate: $4.72 billion

Source: Bloomberg

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