The income activity for this season is here.

NVIDIA (NVDA) will see its first quarter results for fiscal 2026 after closing the market today. Wall Street expects AI Chip Darling to release another strong performance in revenue and revenue.

Analysts predict earnings per share (EPS) will increase 46% year-on-year to $0.88. Revenue is expected to increase by 66% to $43.3 billion. These are some shocking growth figures, despite the sizzling buzz than NVIDIA released in 2024.

"NVIDIA is the chip that cheers on the AI ​​revolution, and stocks are not expensive. We see Ai Jensen Huang and Nvidia's godfather have a market capitalization of $5 trillion," Wedbush Tech analyst Dan Ives told Yahoo Finance.

However, NVIDIA's revenue report is more than just a company. This is the leader of the AI ​​boom, which shows some signs of slowing down.

At this time last year, NVIDIA reported record quarterly revenue, up 262% year-on-year. Despite being briefly the world's most valuable company through market cap earlier this month, NVIDIA shares have now fallen slightly so far.

The callback reflects investors' anxiety about the speed of AI adoption and whether NVIDIA can sustain its explosive growth.

"The next industrial revolution has begun," said Jensen Huang, co-founder and CEO, on a first-quarter earnings call last year.

Well, now investors want to know where it is going.

This is the top three investors will look for in NVIDIA's marketing earnings call.

NVIDIA's data center part is powered by AI chips such as the H100 and its Blackwell platform, which is the share of its revenue. Analysts will listen to signals about cloud providers and super-ratings such as Amazon (AMZN), Microsoft (MSFT), and Google (GOOG).

Are they still placing an order? Is there any hint of abating demand or delaying deployment? If so, it may give investors confidence in the construction of AI infrastructure and the future of Nvidia.

Read more: How does Nvidia make money?

NVIDIA benefits from premium pricing on its high-performance chips. However, as AMD (AMD) and large tech companies’ efforts to customize silicon are increasingly competitive, profit margins may be under greater pressure. Investors will wonder if NVIDIA is maintaining its pricing power, or whether it is starting to feel cost-pressure, especially in preparation for the massive rollout of Blackwell chips.