Investors Eye Nvidia Earnings Amid US-China Export Curbs and Market Uncertainty
Nvidia is set to report its Q1 earnings amid concerns over U.S.-China trade restrictions impacting its business, especially in China where new, cheaper AI chips are being developed to mitigate losses. Analysts expect a modest quarter with charges related to export bans, but see potential for recovery driven by the Blackwell platform and increased demand in data-center and networking sectors. Investors are watching for signs of margin recovery and the company's response to geopolitical challenges.
