When: Wednesday, August 26, 2026, after the close. Nasdaq: NVDA.
Nvidia reports fiscal second-quarter results roughly three months after its May print, which posted revenue of $82 billion, up 85 percent year over year, with data-center revenue up 92 percent to $75 billion and a 74.9 percent gross margin. There is no Nvidia call before this date; the deepest question raised by the June selloff waits until late August.
Why It Matters
Nvidia is the single catalyst that answers whether the AI capital-expenditure cycle is intact or cracking, because chip demand is the cleanest read on that cycle and Nvidia is the cleanest read on chip demand. If the data-center growth rate holds, the early-summer selloff resolves as a crowded-trade unwind. If it cracks, the episode becomes a genuine demand break and the entire AI complex rerates. The market spends the whole summer positioning for a question it cannot close until this print.