Derived from Bpay News, Nvidia is set to report Q3 earnings after the market close, with investors closely watching data center revenue and guidance for Q4. The consensus expects revenue of $54.9 billion and EPS of $1.25–$1.26, with data center revenue above $48 billion seen as a key indicator of AI demand. Street expectations are higher, with some whisper numbers reaching $56 billion. Investors are looking for a Q4 revenue forecast in the $60–$61.5 billion range, with potential upside to $64 billion. Commentary on the Blackwell GB200 platform, including supply, yield improvements, and 2026 demand, will be critical. Options markets suggest a potential 7–8% stock move, translating to a $300 billion market cap swing. The stock is down 12% from its peak and remains below key moving averages.
Nvidia Reports Q3 Earnings, Eyes on AI Demand and Guidance
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