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Nvidia Earnings Report
The world's largest company reports quarterly results, serving as a critical AI bellwether.
Megacap Stagnation
Major tech indices show shaky performance as investors rotate out of AI-sensitive stocks.
AI Rally Begins
Nvidia begins a historic 1,500% share price ascent driven by generative AI demand.
Supreme Court Ruling
The US Supreme Court strikes down sweeping trade tariffs, creating market uncertainty.
Nvidia's upcoming quarterly report serves as a critical litmus test for the AI-driven bull market as investors weigh massive infrastructure spending against growing disruption fears. The results arrive amidst broader market volatility following a Supreme Court ruling on trade tariffs and a shaky start for megacap tech in 2026.
Wall Street is bracing for a pivotal week as Nvidia's fiscal fourth-quarter results and earnings from major software players like Salesforce and Intuit provide a litmus test for the AI-driven bull market. Amidst a shaky start to 2026 for megacap tech, these reports will determine if massive capital expenditures in AI infrastructure are translating into sustainable growth or if disruption fears are weighing on valuations.