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Ahead of Nvidia earnings, brace for some Blackwell ‘growing pains’ - MarketWatch

1. Nvidia faces potential revenue flattening despite expectations of future growth. 2. Analyst forecasts $36.7 billion revenue for April, below consensus $37.4 billion. 3. Nvidia may benefit as major companies increase AI spending later in the year. 4. China market restrictions could impact Nvidia's growth trajectory. 5. Nvidia expected to retain dominant market share despite rising competition.

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FAQ

Why Neutral?

While there are growth concerns, strong future demand mitigates immediate risks. Similar past trends showed Nvidia recovering after temporary slowdowns.

How important is it?

Analyst insights on revenue impact and long-term spending trends are highly relevant. Given Nvidia's market position, shifts in related company investments could significantly affect NVDA.

Why Short Term?

Analyst forecasts indicate volatility in the upcoming quarter while long-term outlook remains solid. Past earnings reports have shown quick recoveries post-analyst downgrades.

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