It seems obvious that great quarterly numbers from the chipmaker will make investors happy. But there’s a chance its guidance could add to AI spending fears.

At the heart of Nvidia’s story is its datacenter segment, which again is expected to carry the bulk of revenues. Analysts estimate Nvidia captures about half of all AI infrastructure spending, underscoring its dominance … and the risk of being tied to a relatively concentrated set of hyperscaler customers.

Nvidia’s earnings history and post-earnings stock reactions offer valuable insights into when it may be advantageous to buy the stock.

Turbulence in tech stocks could intensify this week as the world’s largest company delivers its quarterly results amid concerns about sky-high valuations.

Some of these stocks have already surpassed Nvidia's growth rate. IonQ ( IONQ +3.92%), one of the leaders in quantum computing, has actually outperformed it since the AI race began in 2023. The chipmaker's stock has risen an impressive 1,240%, while IonQ's is up 1,510%.

Google’s Project Suncatcher and NVIDIA’s Starcloud initiatives mark the opening chapters of orbital AI compute. From solar-powered satellite constellations in low-Earth orbit

Nvidia shares drifted lower Monday as investors positioned ahead of the chipmaker's closely watched quarterly earnings report, due after the market close on Wednesday.