2026년 2월 24일 · Unknown · financial · 출처 Yahoo Finance
Nvidia (NVDA) is reporting fourth quarter earnings results on Wednesday after markets close.
FBB Capital Partners director of research Mike Bailey sits down with Yahoo Finance Markets and Data Editor Jared Blikre to outline the two key aspects of the earnings print and market reaction he'll be paying attention to.
To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.
Video Transcript
00:00 Speaker A
Mike, what a day here. Thanks for joining us. So, let's tackle Nvidia first, then we can get into some of the other big movers here.
00:10 Mike
Absolutely. So, yeah, Nvidia is definitely the the big one for the week. Uh so, you know, that that is the question, you know, is Nvidia going to be sort of uh the period at the end of the sentence we've seen with the earning season. It's been pretty mixed so far. Uh I think for us, you know, there's two pieces. There's the fundamentals, you know, what's going on with the company, and then what is sentiment. How investors kind of, you know, baking in some of this growth. On the fundamental side, things look pretty good. So, most of their big customers, Microsoft, Amazon, Google, etc. They're spending a ton of money. They've already reported, you know, how much they've spent on CAPEX, chips, how much they're planning to spend for this year. So that looks pretty good. So we feel generally pretty favorable in terms of Nvidia for the quarter and even for the guidance, feeling pretty reasonable there. I think the real question mark is sentiment. So trying to kind of get ahead of that, uh just take a quick look at the stock. You know, Nvidia's stock has been right around with the market for let's say three to six months. To us, that suggests investors really don't have massive expectations built up for the quarter. So, if it's an inline quarter, if it's reasonable, maybe they beat and raise a little bit. To us, you know, getting the stock's not moving a whole lot ahead of time, probably not a massive move. So that's sort of what we're looking at, you know, as as we get, you know, just a day or so ahead of earnings. We'll see what happens, uh but that's sort of our best guess as we look at through the last major company in this cycle of earnings.
View Comments