Nvidia earnings updates: Chip titan to deliver results at a key crossroads for the AI trade (www.businessinsider.com)

Nvidia is set to report its fourth-quarter earnings at a crucial juncture for the AI market, as investor sentiment shifts toward scrutinizing companies based on their actual performance rather than just their association with AI technologies. CEO Jensen Huang's insights on the demand for high-end AI chips and the production ramp-up for their Rubin platform will be particularly significant for analysts. With Nvidia's stock showing a modest increase of approximately 3% in 2026 ahead of the announcement, expectations are high for robust revenue figures. Wall Street anticipates Nvidia will report a fourth-quarter revenue of $65.9 billion, driven largely by a projected $60.36 billion from data center sales, highlighting the continued importance of enterprise-level AI solutions. The earnings report will include specific metrics, such as an adjusted gross margin estimate of 75% and adjusted operating income of $44.56 billion, underscoring the company's financial health in the competitive AI landscape. Moreover, with estimates indicating a significant rise in revenue to nearly $335 billion in 2027 and growing capital expenditures, Nvidia's results could offer critical insights into the future trajectory of the AI/ML sector.