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Nvidia Reports Earnings Today. Will Wall Street’s High Bar Spoil the Surge?
Barrons.com30d agobullish
Nvidia Reports Earnings Today. Will Wall Street’s High Bar Spoil the Surge?

For three years now, Nvidia’s quarterly performance has become a milestone for the artificial-intelligence trade. Investors get their latest look at Nvidia earnings Wednesday afternoon when the AI-chip leader reports its second-quarter results. Wall Street analysts expect second-quarter adjusted earnings per share of $2.09, doubling over the past year, on sales of $92.3 billion, also twice what the company posted a year ago.

Anthropic expected to tell investors it sees over $30 trillion in potential revenue, WSJ reports
Reuters30d agoneutral
Anthropic expected to tell investors it sees over $30 trillion in potential revenue, WSJ reports

Anthropic is likely to tell investors that it sees its ‌total addressable market (TAM) exceeding $30 trillion, ahead of ‌the $28.5 trillion estimate from SpaceX, the Wall Street Journal ​reported on Tuesday. TAM is the annual revenue opportunity available if a product or service achieved 100% market share in its relevant market. Here are a ‌few details: • To ⁠quantify its TAM, Anthropic is looking at the full scope of ⁠work that could be completed with AI models, WSJ said.