Nvidia’s Earnings Could Make or Break the AI Stock Trade
Nvidia rose 0.8% ahead of its earnings report, while CoreWeave dropped 3.7% after Google and Blackstone announced a $5 billion U.S. AI cloud venture using Google’s custom TPUs. The new venture will offer 500 megawatts of data-center capacity by 2027. AMD and Micron also gained, but Microsoft and Broadcom slipped. Investors are watching whether Nvidia can maintain dominance as competition in AI inference intensifies.