tech
Nvidia earnings call drama: Will Jensen Huang talk 'Trump' and China chips after Xi summit?
Both Nvidia's earnings and its commentary on its financial report are expected to be big tests for U.S. equities.
TL;DR
- Nvidia's fiscal first-quarter earnings report is highly anticipated.
- Traders on Kalshi predict a 50-50 chance that President Donald Trump will be mentioned on the earnings call.
- CEO Jensen Huang's recent trip to China with Trump may influence call discussions.
- The status of Nvidia's H200 chip sales in China remains uncertain.
- There's a 57% chance the company will mention tariffs on its call.
- The likelihood of Nvidia mentioning Taiwan has significantly decreased to 15%.
- Traders place a 55% chance that Nvidia will discuss humanoid robots.
- Huang previously expressed expectations for robots with human-level capabilities this year.