Overview
- Nvidia, which reports first‑quarter results Wednesday after the close, is expected to post adjusted earnings of $1.78 per share on $79.2 billion in revenue.
- Nvidia shares hit a record Thursday after Reuters said Alibaba, Tencent, ByteDance, and JD.com were cleared to buy H200 chips, then eased during Friday’s broader selloff.
- Analysts say many large investors are cautious heading into the release, which could magnify the stock’s move if Nvidia beats or misses expectations.
- The 10‑year Treasury yield moved above 4.5% Friday, a level that has often pressured stocks, leaving traders focused on interest costs as a key risk.
- Walmart reports Thursday, giving a fresh read on household budgets after April inflation ran at 3.8% year over year.