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The ‘next important test for AI bulls’ happens this week with Nvidia’s earnings - MarketWatch

1. Nvidia’s stock recovered slightly after DeepSeek-induced market turbulence. Q4 report looms. 2. Upcoming results will detail the new Blackwell chip architecture amid supply delays. Overheating issues persist. 3. Near-term financials face pressure as big customers delay orders. Growth concerns emerge. 4. Analysts call the earnings test for AI bulls amid volatility expectations. New product pipeline boosts long-term prospects.

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FAQ

Why Bullish?

Despite near-term supply and overheating challenges, optimism in Nvidia’s new chip pipeline and market leadership in AI supports a bullish view. Historical earnings surprises and turnaround rallies in tech stocks after short-term setbacks support this stance.

How important is it?

Nvidia’s imminent earnings and revelations about its new chip architecture are critical. The report could act as a catalyst for short-term volatility and long-term investor sentiment, making it highly impactful.

Why Short Term?

The forthcoming Q4 results and immediate supply chain issues suggest a short-term impact on stock volatility. Similar past earnings events have prompted immediate market reactions.

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