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United States – U.S. equities have been climbing in recent sessions, supported by expectations that the Federal Reserve may begin cutting interest rates later this year and by strong optimism around artificial intelligence. Nvidia, a central supplier of AI chips and a key driver of that optimism, is due to report first-quarter fiscal 2025 results on May 22, with its roughly $2.2 trillion valuation under scrutiny. The company’s shares were trading at $953.27 on Friday and, helped by the strength of U.S. stocks, could test all-time highs ahead of the earnings release. Despite a pullback in April, Nvidia’s stock remains up about 100% year-to-date, reflecting investors’ focus on its role in powering AI-related products and services. United States – Nvidia’s financial performance has become a major reference point for broader market sentiment around AI. By year-end, Nvidia’s AI-focused Data Center division had increased annual revenue by 217% from the prior year, contributing to a 126% rise in company-wide revenue. Analysts expect the company to post about $24.5 billion in quarterly revenue, an increase of around 240% from a year earlier, while UBS analyst Timothy Arcuri projects up to $26 billion, with guidance for the current quarter in the $27 billion to $28 billion range. KeyBanc Capital Markets reports limited signs of a demand pause and expects Nvidia to top Wall Street estimates again, and Arcuri has said that concerns about a sharp slowdown in orders are overblown based on recent customer discussions and supply-chain checks indicating its Hopper AI chip remains effectively sold out through the end of the year.

Prepared by Christopher Adams and reviewed by editorial team.