Nvidia's upcoming earnings report is a major event, with analysts anticipating a potential 6.4% swing in the stock price. Wall Street expects Nvidia to report earnings per share of $1.01 and revenue of $46.38 billion. The company's data center sales are projected to be around $40 billion, fueled by strong AI demand. However, U.S. restrictions create uncertainty for Nvidia's business in China. Philippe Laffont's firm Coatue has increased its investment in Nvidia, holding over $2 billion in shares, reflecting confidence in AI's growth potential. Beyond Nvidia, analysts are highlighting other companies poised to benefit from AI. Meta is considered a top AI stock due to its Meta AI app and the integration of AI into Facebook and Instagram, which is already boosting its advertising revenue. Daniel Ives recommends Tesla and IBM, citing Tesla's work on self-driving cars and robots and IBM's broader AI initiatives. Microsoft is also heavily investing in AI, planning to spend $30 billion on AI infrastructure in 2026, even as its stock dipped slightly. Other companies are finding innovative ways to leverage AI. GoPro is using user-generated videos to train AI through its AI Training Licensing Program, sharing 50% of the revenue with participating users. CompanyCam, a platform for contractors, received investment to expand its AI-powered job site management tools. SentinelOne's AI security business is also under scrutiny as it prepares to release its Q2 fiscal 2026 results. Broadcom and Vertiv stand out as AI stocks that also pay dividends, with Broadcom seeing a 46% year-over-year increase in AI revenue. Investment in AI and crypto projects has also seen a boost, reaching $516 million in 2024, a 6% increase from the previous year.
Key Takeaways
- Nvidia's upcoming earnings report is expected to show $46.38 billion in revenue, with data center sales around $40 billion.
- Analysts predict Nvidia's stock price could move 6.4% after the earnings report.
- Philippe Laffont's Coatue has over $2 billion invested in Nvidia, signaling confidence in AI growth.
- Meta is considered a top AI stock due to its AI app and integration of AI in Facebook and Instagram.
- Daniel Ives recommends Tesla and IBM stocks for their AI potential in self-driving cars/robots and broader AI initiatives, respectively.
- Microsoft plans to invest $30 billion in AI infrastructure by 2026.
- GoPro's AI Training Licensing Program uses user videos to train AI, sharing 50% of revenue with users.
- CompanyCam received investment to expand its AI-powered job site management tools.
- AI and crypto projects have received $516 million in funding in 2024.
- Broadcom and Vertiv are AI stocks that also pay dividends to investors.
Nvidia stock could make big move after earnings report this week
Nvidia is expected to release its quarterly results, and experts predict the stock price could change by about 6.4%. This change could push the stock to a new high of $191.25 or drop to $168.41. Investors will be watching to see if the demand for AI is still strong. They will also be looking for updates on sales to China after recent regulation changes.
Nvidia's stock could be impacted by earnings report on August 27
Nvidia will share its second quarter earnings for 2026 after the market closes on August 27. CEO Jensen Huang will discuss the results with investors. Wall Street expects Nvidia to report $1.01 earnings per share and $46.38 billion in revenue. Investors will also be watching for updates on Nvidia's business in China and trends in the AI sector.
Nvidia's earnings to show if AI is a boom or a bubble
Nvidia's earnings report is important for the AI industry and the stock market. Analysts expect Nvidia's revenue to increase by 53% to $46 billion. Sales from data centers are expected to be around $40 billion. The company's China business faces uncertainty due to U.S. restrictions. Some worry that the AI boom might be a bubble, which could hurt Nvidia's high stock value.
Billionaire invests over $1 billion in Nvidia and CoreWeave AI stocks
Philippe Laffont, known for investing in new technologies, is increasing his investments in AI. He added shares of Nvidia and CoreWeave to his portfolio. Laffont's firm Coatue now holds over $2 billion in Nvidia shares. He also increased his stake in CoreWeave to nearly $1.64 billion. Laffont believes the AI industry is in the early stages of a major growth period.
Analyst says buy Tesla and IBM stocks for AI growth
Daniel Ives, a tech analyst, suggests buying Tesla and IBM stocks because of the AI revolution. He believes the tech market is driven by AI spending. Tesla is working on self-driving cars and robots using AI. IBM is also involved in AI technology. Ives has an Outperform rating on Tesla shares, expecting them to reach $500.
GoPro users help train AI, retail interest surges
GoPro subscribers have contributed over 125,000 hours of video to GoPro's AI Training Licensing program. This program allows subscribers to earn money by letting GoPro use their videos to train AI. GoPro subscribers get 50% of the money GoPro makes from licensing their videos. Interest in GoPro stock has increased significantly, with retail user messages jumping 3,000%.
GoPro uses user videos for AI training, creates new revenue stream
GoPro is now using its users' videos to train AI through its AI Training Licensing Program. GoPro subscribers can earn money by allowing their videos to be used for AI training. GoPro shares 50% of the licensing revenue with the users. This program turns user-generated content into a data service. It helps GoPro make money from its 13 million hours of video content.
Analyst says Meta is a top AI stock to buy now
Meta Platforms is a top pick for AI investors because of its new Meta AI app. The company uses AI in its apps like Facebook and Instagram. Meta's advertising business is already growing because of AI. The company's new AI app could be very profitable. Meta has a lot of cash to invest in AI.
Analyst says Meta is a top AI stock to buy now
Meta Platforms is a top pick for AI investors because of its new Meta AI app. The company uses AI in its apps like Facebook and Instagram. Meta's advertising business is already growing because of AI. The company's new AI app could be very profitable. Meta has a lot of cash to invest in AI.
Microsoft stock dips slightly as AI investments increase
Microsoft shares decreased by 0.59% with high trading volume. The company is investing heavily in AI, with Azure cloud revenue increasing by 27%. Microsoft plans to spend $30 billion on AI infrastructure in 2026. They are partnering with the NFL and Barclays to use AI tools. Analysts predict Microsoft's revenue will continue to grow due to AI.
AI and crypto projects get \$516 million in funding
Projects that combine cryptocurrency and AI have received \$516 million in funding in 2024. This is a 6% increase from 2023. Investment firms like Bitwise and Sequoia are supporting these projects. Experts believe AI can improve blockchain security. AI can also help personalize decentralized apps. These innovations could add \$20 trillion to the global economy by 2030.
Top AI stocks that also pay dividends to investors
Broadcom and Vertiv are two AI stocks that pay dividends. Broadcom is ranked highly and is involved in AI infrastructure. Broadcom's AI revenue increased by 46% year-over-year. Vertiv provides services for data centers and benefits from the growth in data center construction. Analysts expect Vertiv's earnings to grow by 35% this year.
CompanyCam gets investment to grow AI job site tools
CompanyCam, a platform for contractors, received a major investment from B Capital. The investment will help CompanyCam expand its AI-powered job site management tools. CompanyCam aims to replace old methods with a real-time system for job sites. This system helps teams stay organized and keeps customers informed. The company plans to add AI to its services and expand globally.
SentinelOne's AI security faces test in Q2 earnings report
SentinelOne will release its Q2 fiscal 2026 results on August 28. Analysts expect earnings of about $242 million, a 22% increase from last year. Investors will be watching the company's annualized recurring revenue (ARR). They will also be looking at the growth in customers with over $100,000 in ARR. Investors will also be watching for updates on AI and product execution.
Nvidia earnings to show if AI boom is real
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Sources
- Nvidia Stock May See Its Biggest Post-Earnings Move in a Year This Week
- Why Aug. 27 Could Be a Catalyst-Driven Day for Nvidia's Stock
- AI mania or AI bubble? Nvidia’s earnings—and its China exposure—will decide how Wall Street answers that question
- Nvidia and CoreWeave: Billionaire Philippe Laffont Pours Over $1 Billion on These 2 AI Stocks
- ‘AI Revolution Powers Ahead’: Daniel Ives Suggests Buying Tesla and IBM Stocks
- GoPro Subscribers Feed Over 125,000 Hours Into AI Training Program, Retail Buzz Explodes With 3,000% Spike In Chatter
- GoPro's AI Training Licensing Program: A Data-As-A-Service Revolution in the UGC Era
- 1 No-Brainer AI Stock to Buy Right Now @themotleyfool #stocks $META $NVDA
- 1 No-Brainer AI Stock to Buy Right Now
- Microsoft Shares Dip 0.59% with $10.95 Billion Trading Volume Fourth in Market Activity as AI Investments Accelerate
- Crypto-AI Projects Attract $516M in Funding 6 Higher Than 2023
- These Top-Ranked AI Stocks Pay Dividends
- CompanyCam Secures Major Investment To Accelerate AI-Driven Growth
- SentinelOne Q2 Preview: Can AI Security Restore Momentum?
- Nvidia earnings set to test Wall Street’s faith in AI boom
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