Nvidia earnings: Wall Street hopes the chip giant can carry the AI trade with another big quarter

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Nvidia earnings: Wall Street hopes the chip titan can keep carrying the AI trade, with the stock up 14% in 2026

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Nvidia will have the final word on the AI trade this earnings season.The tech titan is about to deliver its results for the second quarter, and the stakes are high. After a bout of volatility sent many high-flying AI stocks tumbling this summer — causing a hedge fund meltdown in the process — investors are eager for a bullish catalyst to get the party started again.