ByPeter Cohan,
Senior Contributor.
Nvidia's Q3 earnings report outlines three distinct scenarios, predicting outcomes from a significant stock rise to an 18% drop for NVDA and highly correlated AI infrastructure stocks like Vertiv and Super Micro.
Analysts are divided on Nvidia's "circular AI deals," questioning if they create artificial demand or are strategic investments, a view countered by CEO Jensen Huang who sees them as crucial for future AI ecosystem growth.
Nvidia is set to report third quarter earnings after the market closes Wednesday, noted my November 15 Forbes column, with investors expecting revenue and adjusted earnings per share to grow 56% and 59%, respectively.
