NEW YORK, Feb 24, 2026, 05:46 ET — Premarket
- Nvidia is set to deliver its quarterly numbers after the bell on Wednesday. Investors are zeroed in on guidance and just how fast AI-driven demand is picking up.
- Options are pointing to a sizable post-earnings swing—clear evidence the stock continues to steer broader sentiment.
- Traders are eyeing pressure from homegrown chips, supply bottlenecks, and possible signals on China sales.
Nvidia shares barely budged in premarket trading Tuesday. The previous session finished higher for the chipmaker, with Wall Street now looking to its quarterly results—these could prove pivotal for the AI-driven rally.
Nvidia’s report is closely watched now—seen as a stand-in for gauging if Big Tech’s heavy data center investments are still delivering profit growth, and if those gains can outpace increasingly tough year-ago comparisons.
Options markets are signaling nerves, with traders pricing in a roughly 6% swing for the stock in either direction by week’s end. That kind of setup highlights just how keenly investors are positioned ahead of Wednesday’s numbers. (Investopedia)
Monday’s session hit hard, with stocks falling as anxiety spiked over the pace of AI-driven upheaval across industries. “You’ve seen the market react to headlines, it’s ‘sell first, assess later,’” said Tom Hainlin, national investment strategist at U.S. Bank Wealth Management. (Reuters)
Nvidia changed hands at $191.55, putting it 0.9% above its prior finish.
Nvidia plans to report earnings around 4:20 p.m. ET on Feb. 25, with a conference call lined up for 5 p.m. ET. The company said written remarks from CFO Colette Kress will be published shortly after the results drop. (NVIDIA Newsroom)
Investors are looking for clear evidence that earnings growth can keep up with the heavy spending pace. “This earnings in particular is important because people are so concerned about AI spending — whether we’re in a bubble,” said Ivana Delevska, chief investment officer at Spear Invest. Wall Street’s numbers: revenue likely surged over 68% to about $66.16 billion, while the first-quarter outlook sits at roughly $72.46 billion, per LSEG data reported by Reuters. (Reuters)
Talk of what’s ahead is intensifying. Hyperscalers—the big cloud players—are stepping up efforts on their own custom chips, just as Nvidia works to hold its ground in inference, the real-time answering process after model training. Seaport Research Partners’ Jay Goldberg flagged that capacity limits at TSMC’s advanced fabs could put a lid on gains. (Reuters)
Aletheia Capital bumped Nvidia up to “buy” from “hold” on Monday, slapping a $250 price target on the stock. The analysts said concerns around inventory build and rack deployment speed should ease starting in the fiscal fourth quarter. (Investing.com South Africa)
The bar is set high here. If there’s even a whiff that supply headaches, rivals, or export restrictions are reining in guidance, the reaction could be sharper than what you’d see with a less prominent stock.
