Nvidia investors are jittery about earnings. Here’s the big question. - MarketWatch
1. NVDA to report Q4 earnings with volume production of Blackwell chips. Near-term supply issues persist. 2. Analysts forecast roughly $2B revenue beat and robust guidance. Expectations exceed consensus. 3. Blackwell delays raise near-term performance concerns. Cloud spending may quickly offset shipment moderation. 4. DeepSeek rout shook sentiment; shares remain slightly down. Positive ratings support long-run upside.