Nvidia's AI Spending Gauge Faces Earnings Test

TL;DR Summary
Nvidia is slated to report its Q4 FY2026 results on Feb. 25, with investors focused on AI data-center demand and management's outlook. Analysts expect EPS of $1.52 on about $65.6 billion in revenue, led by the data-center segment, and a strong guidance could reinforce Nvidia as a barometer for AI spending across the tech sector. The stock currently shows a Strong Buy consensus with meaningful upside potential.
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