Editor's Note: With NVIDIA reporting earnings in just three days, Wall Street is holding its breath for what could be the most market-moving quarterly report of 2025. The stakes couldn't be higher as the AI giant attempts to justify its stunning recovery from the DeepSeek-induced crash that wiped out nearly $600 billion in value earlier this year.
Chinese startup DeepSeek's claims about developing AI models at a fraction of the cost triggered the largest one-day loss for any U.S. company. But NVIDIA bounced back strong, with CEO Jensen Huang declaring "AI is advancing at light speed" and "demand for Blackwell is amazing."
The recovery story centers on NVIDIA's Blackwell chips, which generated $11 billion in Q4 revenue—50% of total data center sales. Overall revenue surged 78% to $39.3 billion, crushing estimates and proving AI demand remains robust despite DeepSeek concerns.
International expansion is providing major tailwinds. NVIDIA and AMD secured massive Saudi Arabian contracts for AI infrastructure, while Trump's Middle East tour sparked renewed optimism. Tesla and NVIDIA jumped 17% and 16% respectively earlier this week as trade tensions eased.
However, analysts expect gross margins to shrink to 73.5% in Q4 due to Blackwell production costs, though management forecasts recovery as production scales.
This Wednesday's earnings could determine the AI sector's trajectory for the rest of 2025. With markets near all-time highs and NVIDIA having recovered from its crash, the stakes couldn't be higher for both bulls and bears.
Smart investors are positioning for explosive volatility—not just in NVIDIA, but across the entire semiconductor ecosystem. The key question: Will results signal the AI boom's continuation or mark the beginning of a more cautious investment phase?
Donald Trump just won the election resoundingly. And already, in the first few hours after the news, Bitcoin has skyrocketed. Hitting all-time highs on the first day after the election. But that’s just the start …
Juan Villaverde called the top and bottom of every crypto bull market since 2012. And he says 2025 could be the greatest bull market in crypto history. He believes Bitcoin will go to $150,000 — or more.
But there’s one coin he thinks could go even higher. It’s part of Trump’s special Project Crypto. His plan to make America “the crypto capital of the planet.” This could be his favorite coin.
And it’s definitely one of his vice president’s favorite. Click here to find out more about the coin that makes more than Bitcoin in the 2025 bull market.
Silicon Valley's most secretive billionaire is making an unprecedented move. His focus on parallel processing infrastructure could create generational wealth for those who understand what's happening. May 28th will reveal whether you end up on the winning or losing side of tech's biggest wealth transfer.
Starlink's Starshield division secured a .8 billion contract with the National Reconnaissance Office in 2021. Pentagon officials now call it "an indispensable asset throughout the entire government sector" as more contracts pour in. This military foundation provides the stable cash flow Musk previously stated was necessary before taking Starlink public.
Apple shipped a staggering 600 tons of India-made iPhones to the US in March alone. Even Elon Musk, Trump's closest tech ally, is publicly rebelling against the administration's tariff stance. The August 12th deadline is creating a new class of supply chain winners.
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