Nvidia earnings may come down to guidance and Jensen Huang's confidence

Nvidia is set to release its second quarter earnings on Wednesday, August 26, with Wall Street expecting revenue of $92 billion, but analysts say even strong results may not be enough to impress investors, with guidance and CEO Jensen Huang's confidence being key factors. Barron's senior markets analysis writer Paul La Monica and Infrastructure Capital Advisors CEO Jay Hatfield discussed the challenges Nvidia faces in the current AI cycle.

Nvidia NVDA https://finance.yahoo.com/quote/NVDA/ is just days away from releasing second quarter earnings results this Wednesday, August 26, as Wall Street expects quarterly revenue of $92 billion. The Morning Brief's Jake Conley sits down with Barron's senior markets analysis writer Paul La Monica and Infrastructure Capital Advisors CEO Jay Hatfield to discuss why excellent earnings may still not be enough to impress investors in this stage of the AI cycle.