Nvidia Earnings Outlook Back in Focus as AI Chip Rally Hinges on Q2 Guidance

This week’s Bull & Bear Weekly examined the direction of the semiconductor market through Nvidia’s earnings outlook and the share-price trend of U.S. artificial intelligence (AI) chip stocks. The original report noted that expectations are again forming for Nvidia to deliver a “surprise earnings” result, but said investors should focus more closely on second-quarter guidance. It also looked at the fundamental reasons behind the recent formation of a semiconductor cycle and explored how AI semiconductor-related stocks may move from here. Market attention is expected to center not only on near-term results but also on forecasts that can indicate future demand and industry conditions. Source: mk.co.kr