Nvidia preview: F2Q26 results are due Wednesday after the close. Analysts expect another strong report but slowing growth due to a high comparable base. Rising contribution from Blackwell should support revenue and profitability. China sales are a wildcard; H20 chip sanctions trimmed up to $8bn from the F2Q26 outlook. Prior H20-related impacts on F1Q26 included -$4.5bn in impairments and -$2.5bn in lost revenue. #Nvidia #FiatNews

Reply to this note

Please Login to reply.

Discussion

No replies yet.