By Adam Spatacco
Publication Date: 2026-11-10 12:00:00
Nov. 17 could be one of the most important dates remaining on Wall Street’s 2026 calendar. That’s when Nvidia (NVDA -4.27%) is scheduled to report its third-quarter fiscal 2027 earnings, giving investors an opportunity to assess the strength of the artificial intelligence (AI) revolution.
The timing is particularly interesting. Technology stocks have experienced considerable volatility amid concerns about AI infrastructure spending, potential regulation, and whether the industry’s growth is sustainable.
Meanwhile, Nvidia is facing additional scrutiny surrounding CEO Jensen Huang, introducing uncertainty about the company’s leadership. I think investors should be focusing on what Nvidia’s upcoming earnings reveal about the underlying business. Based on management’s latest guidance, there’s reason to believe the growth story remains intact.
Image source: Nvidia.
Nvidia’s third-quarter earnings should be another blowout
During the company’s fiscal second quarter (ended July 26), Nvidia generated $96.2 billion in revenue, representing a 106% increase year over year. Data center revenue reached $89 billion, increasing 117% annually. Meanwhile, earnings per share (EPS) climbed 128% to $2.46, while the company’s gross margin reached 75%.
What’s even more encouraging is the company expects more growth. Management guided for $108 billion in third-quarter revenue, plus or minus 2%, representing roughly 89% growth compared with the same quarter last year.
Wall Street’s expectations…
