11:17 AM EST, 02/25/2025 (MT Newswires) -- Nvidia ( NVDA ) will provide a gauge for the demand trajectory of the AI Revolution with its Q4 financial results Wednesday, Wedbush said in a Tuesday note.
"Tomorrow is a massive day for the global markets," Wedbush analysts, including Daniel Ives, said.
They said the focus will be if another "$2 billion beat and $2 billion raise" is in the cards as the market is heavily skewed negative right now around tech sentiment.
The analysts said they expect another robust performance and "clear beat and raise special" from Nvidia ( NVDA ) that should calm the nerves of investors.
"We believe demand is far outstripping supply with Blackwell in the field," they said. "After speaking with many enterprise AI customers we have seen NOT ONE AI enterprise deployment slow down or change due to the DeepSeek situation."
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