Nvidia Stock Gains Ahead of Earnings. What the Market Needs to See. - Barron's
1. Nvidia's stock rose 2.8% to $134.90 ahead of earnings. 2. Analysts expect 66% revenue growth to $43.3 billion. 3. Concerns exist over H20 chip sales restrictions to China. 4. CEO predicts $15 billion loss from licensing requirements. 5. Supply chain issues are improving for Blackwell hardware.