Record $81.6 billion in revenue for Nvidia—and yet the stock fell. Bank of America called the dip noise and raised its price target.

Shares in Nvidia will come under scrutiny tonight as the chipmaker attempts to justify one of the biggest stock market rallies ever seen

A beat is almost a given—Nvidia has beaten expectations 21 of the last 23 quarters. Whether the stock rallies or falls depends on a number below the fold.