By Chris Versace
Publication Date: 2026-05-18 19:03:00
With the move winding down, Chris Versace discusses what the market expects from Nvidia’s (NVDA) earnings this week, explaining why we’re focusing on its guidance for the current July quarter.
As part of that, Chris also shares other items, including Blackwell’s ramp and margin guidance, that will be focal points for investors. And as quarterly reporting shifts more toward retailers, Chris explains the three items the Portfolio will be putting under the microscope when the likes of Home Depot (HD), Target (TGT) and Walmart (WMT) deliver their quarterly results and guidance.
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At the time of publication, TheStreet Pro Portfolio was long NVDA shares.
Transcript
CHRIS VERSACE: Hey, folks, Chris Versace here. And it is May 18, better known as the first day of trading for the second half of the current quarter. And the first half, extremely strong for the market, but also very, very good for the pro portfolio. But as we shift gears into the second half of the quarter, there is a big week ahead of us. So let’s break it down.
By and large, what do we have Well, another big week of earnings, not necessarily the greatest number of earnings. But what we get from NVIDIA to the retail swath that’s coming, it’s going to be very insightful and important for the market for a couple of different reasons. So let’s take a look.
And we’ll start with NVIDIA. It’s…
