Nvidia Earnings to Come With No Patience for AI Hiccups

Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, previews Nvidia earnings. Nvidia Corp.'s earnings report on Wednesday afternoon comes at a critical time for the US stock market with investors increasingly nervous about the outlook for artificial intelligence. While most Wall Street pros are anticipating strong results from the chipmaker amid ballooning spending on computing infrastructure, there is less certainty about how its shares and others will respond at a time when fears about AI disruption and the staying power of heavy investments are dominating the tape. "Even if they have tremendous numbers, we know the markets are really fickle," said Ken Mahoney, president of Mahoney Asset Management.