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Investors wait for Nvidia's (NVDA) quarterly results, with the market's artificial intelligence (AI) darling set to report after Wednesday's closing bell. Futurum CEO Daniel Newman sits down with Market Domination Co-Hosts Julie Hyman and Josh Lipton, outlining the three things he will be looking for when Nvidia releases results as the "whole market is on stilts" awaiting the print.
"The first thing people are going to be looking at is how that margin integrity is holding up. That margin number has been a big part of what's driven [Nvidia's market capitalization] over $3 trillion," Newman says.
"Another big part of it is going to be any sort of communication about the Blackwell ramp," he adds about Nvidia's landmark GPU chip. Finally, the analyst highlights that "of course, I think everybody here will agree, the guide." He notes Nvidia's outlook has been "great," in recent quarters, but "each quarter the guide has been a little less aggressive."
Newman warns that while the market is on its proverbial "stilts," he believes that "if Nvidia comes up anywhere short, even a mediocre guide, I'm really worried about what's going to happen for growth."
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This post was written by Naomi Buchanan.