Wall Street's faith in the staying power of AI as an investment thesis will be put to the test when Nvidia reports quarterly earnings on Wednesday.

Wall Street's faith in the staying power of AI as an investment thesis will be put to the test when Nvidia reports quarterly earnings on Wednesday.

Nvidia’s earnings are now a cultural event, with watch parties, bubble fears, and billions on the line—even a small miss could send markets reeling.

Wall Street has high hopes that Nvidia's financial results, expected after the closing bell on Wednesday, can reignite the tech rally.

The US chip giant is considered a bellwether for both the AI industry and Wall Street.

Monthly investment flows into the dominant AI chipmaker peaked at about $140 billion in 2024 but have since trailed off to just $50 billion, Goldman says.

All eyes will be on chipmaker’s latest financials as company sets tone for the rest of the artificial intelligence industry