By Sean Williams
Publication Date: 2026-04-20 09:06:00
More than 30 years ago, the advent and proliferation of the internet changed the world forever. It provided businesses with new pathways to market and sell to customers, and paved the way for the retail investor revolution by breaking down information barriers that had existed between Wall Street and Main Street for over a century.
Investors have been waiting a long time for the next breakthrough technology, and artificial intelligence (AI) has answered the call. Empowering software and systems with the tools to make autonomous, split-second decisions is a multitrillion-dollar addressable opportunity — and that’s all thanks to Nvidia‘s (NVDA +1.67%) hardware.
But while Nvidia’s graphics processing units (GPUs) are dominating in AI-accelerated data centers, history suggests a day of reckoning is approaching for its stock.
Image source: Nvidia.
The unveiling of Nvidia’s fiscal first-quarter operating results is one month away
The face of the AI revolution will lift the hood on its 2027 fiscal first-quarter operating results after the closing bell on May 20. Based on the outlook provided by the company and its CEO, Jensen Huang, it should be another stellar quarter.
When Nvidia reported its fiscal fourth-quarter results in late February, it guided for $78 billion in first-quarter sales (plus or minus 2%) and a generally accepted accounting principles (GAAP) gross margin of 74.9%. This implies 77% sales growth from the comparable quarter last year and significant GAAP…
