Oppenheimer Sees Nvidia Beating Q1 Estimates, Warns on China Exposure

Oppenheimer’s Rick Schafer expects Nvidia (NASDAQ:NVDA) to beat consensus EPS of $0.73 and $43.18 billion in revenue for fiscal Q1 ending May 28, driven by recovering GB200 rack-scale production and on-track Blackwell 200/300 volumes set to…