The price call is a bet that Blackwell and Rubin pipelines keep revenue climbing, even as competition tightens.

Arm Holdings Plc plans to start incorporating Nvidia Corp.’s NVLink technology into chip designs for AI data centers, tightening the relationship between two influential semiconductor companies.

For Q3, analysts are anticipating adjusted earnings per share (EPS) of $1.26 on revenue of $55.2 billion, according to Bloomberg consensus data. That would represent increases of 55% and 57% increase versus the $0.81 EPS and $35.1 billion the company reported in the same period last year.

Nvidia and 19 Other Stocks Now Make Up 50% of the S&P 500. Here's What It Means for Your Investment Portfolio. Many of the largest S&P 500 components are expensive but are generating rapid, high-margin earnings growth.

Chris Brigati from SWBC says Nvidia is still a good investment despite recent concerns about its high valuation.

Nvidia's earnings event is just days away and Wall Street is zeroed in on the AI bellwether's third-quarter results.