Why Nvidia and these other chip stocks could be standouts this earnings season - MarketWatch
1. Nvidia's estimates rise due to demand for its Blackwell AI platform. 2. Analysts expect Nvidia’s strong revenue guidance for upcoming earnings. 3. Supply-chain issues may slightly impact Nvidia’s shipment levels. 4. Positive sentiment persists due to Nvidia's leadership in generative AI. 5. Investors are cautious about export controls affecting Nvidia's business in China.