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China in Focus Ahead of Nvidia's 2Q Print","url":"https://stock-news.laohu8.com/highlight/detail?id=2662270162","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662270162?lang=en_us&edition=fundamental","pubTime":"2026-08-25 00:17","pubTimestamp":1787588220,"startTime":"0","endTime":"0","summary":"1217 ET - Nvidia's 2Q results are likely to beat Wall Street estimates, but that alone isn't expected to serve as a positive catalyst for the stock, JPMorgan analysts write in a note. Instead, they write, traders will be listening for a range of substantial updates: Nvidia's GPU shipments to China, the strategy behind the company's infrastructure funding agreements, the state of memory supply, and competitive pressures from other compute platforms. The threat of competition from AMD, Cerebras, and makers of custom chips \"has been an ongoing narrative headwind for NVDA, and one that we think will be challenging to dispel entirely given the significant program ramps planned for the next few years,\" they 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Poised to Report Fiscal Q2 Beat, Wedbush Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2661779277","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661779277?lang=en_us&edition=fundamental","pubTime":"2026-08-24 23:42","pubTimestamp":1787586148,"startTime":"0","endTime":"0","summary":"Nvidia  is set to beat its fiscal Q2 guidance and provide a stronger-than-expected outlook for October, Wedbush Securities said in a note Monday.The company is scheduled to report the results on Wednesday.Fiscal Q2 guidance was $91 billion in revenue and about 75% gross margin, implying earnings per share of about $2.03, according to the note. Wedbush forecasts $91 billion in revenue and $2.05 EPS, compared with consensus of $92 billion and $2.09.The key question is whether another strong earnings result will earn a reaction, the firm said, noting that Nvidia has beaten expectations in each of the past three quarters, but the stock is roughly unchanged from October last year.The firm said the company's stronger outlook should be supported by solid hyperscaler spending and \"a supply position we continue to view as the best in the industry at a point where component and material access, not end demand, is defining shipments.\"Wedbush reiterated its outperform rating and $330 price target 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