business

Claire Yubin Oh

5/28/25

Nvidia has beaten earnings for 9 quarters in a row. Can Jensen and co. make it 10?

While yesterday’s tariff reprieve sent stocks soaring, the focus today is shifting onto one company, with AI darling Nvidia set to report its first-quarter results after the bell.

After powering the AI trade, both literally and figuratively, for the last two years, Nvidia’s earnings have typically beaten estimates.

Data from FactSet reveals that Nvidia has been on a winning earnings streak for the past nine quarters, though Wall Street’s analysts have been getting closer and closer in the guessing game, as they adjusted to the remarkable pace of growth that the company was putting up.

Nvidia surprises investors — Sherwood News

Today’s results will cover a three-month period that included the DeepSeek crash, President Trump’s market-shaking tariffs, and an export ban of its H20 chips to China that cost Nvidia $15 billion in sales as a result.

So, what are traders expecting?

Per Sherwood News’ Luke Kawa, investors will be looking to see if Nvidia can hit earnings per share of $0.88 on $43.4 billion of revenue — the average of analyst estimates compiled by Bloomberg.

More importantly, however, the market may home in on four things: the company’s access to China, gross margins, the Blackwell ramp, and its sovereign AI efforts.

Go Deeper: What Wall Street is looking for from Nvidia’s earnings report.

More Business

See all Business

Tariffs finally crept into retail's latest earnings results. Who were the winners and losers?

The long-awaited levies took a toll on nearly every retailer, but execution separated who could steer through the costs.

illustration of money and spending

Claire Yubin Oh

Healthcare is expected to remain the engine of America’s job market through 2034

Not everyone is as sure as the BLS about the industry’s prospects.

First aid

BETTER TOGETHER, WAIT, NO, WORSE

Corporate breakups and spinoffs are back on Wall Street — but are investors up for the ride?

Spin offs among S&P 500 companies are running at their fastest pace since 2016.

Carousel at an amusement park spinning at night

business

7h

Volkswagen is reportedly closing in on its own, separate tariff deal with the US

In a bid to get its own tariff rate below the 15% applied to most EU exports, Volkswagen is dangling big US investments.

Speaking at a trade show Monday, VW CEO Oliver Blume said the automaker is in advanced talks on a deal to limit its own tariff burden. Volkswagen reported a tariff cost of $1.5 billion in the first half of the year.

Speaking to Bloomberg TV, Blume said the company is in close contact with the Trump administration and has had “good talks” about its separate deal. The current 15% tariff rate on EU vehicles would still “be a burden for Volkswagen,” Blume said.

A company reaching a tariff deal separate from its home country isn’t typical, though there’s already precedent this year, with Apple’s $100 billion US investment deal amid chip tariffs and President Trump’s threats to add a levy to smartphones. Nvidia and AMD similarly struck a deal to receive the ability to sell chips in China and in exchange agreed to give the US 15% of the revenue from those sales.

15% Tariff Would Be ‘A Burden’ on Volkswagen, CEO Says

15% Tariff Would Be ‘A Burden’ on Volkswagen, CEO Says

Speaking to Bloomberg TV, Blume said the company is in close contact with the Trump administration and has had “good talks” about its separate deal. The current 15% tariff rate on EU vehicles would still “be a burden for Volkswagen,” Blume said.

A company reaching a tariff deal separate from its home country isn’t typical, though there’s already precedent this year, with Apple’s $100 billion US investment deal amid chip tariffs and President Trump’s threats to add a levy to smartphones. Nvidia and AMD similarly struck a deal to receive the ability to sell chips in China and in exchange agreed to give the US 15% of the revenue from those sales.

Lululemon sales are being squeezed — but it’s hoping sports sponsorships will save its skin

The athleisure brand is now looking to real-life athletes to rescue its flagging US sales from the end of de minimis.

2025 US Open - Day 6

Latest Stories

Sherwood Media, LLC produces fresh and unique perspectives on topical financial news and is a fully owned subsidiary of Robinhood Markets, Inc., and any views expressed here do not necessarily reflect the views of any other Robinhood affiliate, including Robinhood Markets, Inc., Robinhood Financial LLC, Robinhood Securities, LLC, Robinhood Crypto, LLC, or Robinhood Money, LLC.

©2025 Sherwood Media, LLC