Nvidia earnings preview: What analysts want and why it’s big time for AI stocks and Wall Street

AI chipmaker giant Nvidia Corporation will announce its earnings for the second quarter of fiscal 2025 after today’s closing bell. It’s an announcement that almost everyone on Wall Street will be paying attention to as Nvidia has been seen as the minister to strengthen the field of artificial intelligence.

Nvidia Q2 2025 Investor Expectations

Here’s what investors can expect from Nvidia’s Q2 2025 results, according to Yahoo Finance:

• Expected income: $28.7 billion
  • Data center revenue streams include: $24 billion
  • Gaming revenue includes: $2.7 billion
  • Other income includes: $2.0 billion
• Expected adjusted earnings per share (EPS): $0.65

Data center revenue will be an important figure to watch. Nvidia’s data centers power AI platforms like ChatGPT, so any hit there will suggest that demand for Nvidia’s services is strong.

The maximum value of the NVDA asset

In January 2023, shares of Nvidia (ticker: NVDA) were trading below $15. But then the AI ​​boom hit, led by OpenAI’s ChatGPT, and companies around the world clamored for powerful chips that could perform complex artificial intelligence tasks.

Nvidia had those chips, and less than 18 months later, NVDA stock was trading above $130 per share. (Note: these stock prices are based on Nvidia’s stock after the 10-to-1 stock split in June.) As of this writing, Nvidia now has a market capitalization of 3.16 trillion, making it one of the largest. important companies in the world.

However, NVDA shares have recently taken a hit. The stock sank from a high of about $134 in July to a low of $99 on August 7. Although its share price has recovered above $128 since then, investors will be hoping that its Q2 shows signs that the stock still has a lot of room for growth.

Already in the past 12 months, shares of NVDA have risen more than 178%. And year to date they are up 158%.

Nvidia’s performance as an AI in the weather

What may be more interesting to see is not how Nvidia shares react after the company reports earnings today, but how the shares of other chip companies, such as TSMC, Intel, and AMD, fare after Nvidia’s announcement.

If Nvidia delivers strong results (or strong guidance for Q3), it could indicate that tech companies are as hungry as ever for the chips that can power all of their upcoming artificial intelligence tools.

While Nvidia is the leader in AI chips, those other companies have their own offerings, and investors may think that strong demand for Nvidia chips would mean strong demand for AI hardware from other chip makers.

We’ll have more coverage of Nvidia’s Q2 earnings after the company reports today (Wednesday, August 28).