Trending Now - Nvidia's CEO Confirms China's Market Opening for US AI Chips
WHO:
CNBC - Jensen Huang joined Trump for his summit in Beijing with Chinese President Xi Jinping.
Bloomberg Markets - Jensen Huang, CEO of Nvidia Corp.
CNBC - President Donald Trump, Chinese President Xi Jinping
WHAT:
Yahoo Finance - Nvidia is expected to report a 79% revenue increase for the April quarter, with adjusted profit expected to rise 81.8% to $42.97 billion.
Yahoo Finance - Analysts expect first-quarter margins of 74.5%, though higher memory and packaging costs could pressure profitability later this year.
CNBC - There is an 11% chance that Nvidia mentions Taiwan during the upcoming earnings call, down from a previous 78% chance.
CNBC - There is a 15% chance that Nvidia discusses Taiwan Semiconductor Company during the call.
Bloomberg Markets - Jensen Huang stated that he expects Chinese authorities to eventually allow the import of artificial intelligence chips from the US.
CNBC - Trump has a 50-50 chance of being mentioned on Nvidia's upcoming earnings call.
CNBC - Nvidia is set to report fiscal first-quarter earnings on an upcoming Wednesday after the closing bell.
CNBC - There is a 57% chance Nvidia will mention tariffs on its call.
CNBC - There is a 55% chance Nvidia will discuss humanoid robots during the call.
WHERE:
Bloomberg Markets - China
CNBC - Suqian City, Jiangsu Province, China
WHEN:
CNBC - Nvidia's fiscal first-quarter earnings report is scheduled for an upcoming Wednesday.
CNBC - The last earnings call occurred in February.
CNBC - Trump cleared the way for Chinese purchases of the chip model in January.
WHY:
CNBC - The status of Nvidia's H200 chip sales in China remains uncertain.
CNBC - Trump claimed that the chip model did not come up in discussions with China.
HOW:
Yahoo Finance - Nvidia's supply commitments jumped to $95.2 billion.
CNBC - The U.S. government gave approval to several Chinese firms to purchase the H200 chip model, but China has not allowed firms to purchase the chip, according to Trump.
CNBC - The U.S. government gave approval to several Chinese firms to purchase the H200 chip model.
(UPDATED May 20, 2026 01:38 UTC)
Nvidia is anticipated to report a remarkable 79% revenue increase for the April quarter, with adjusted profit projected to rise by 81.8% to $42.97 billion. Analysts are forecasting first-quarter margins of 74.5%, although they warn that rising memory and packaging costs could impact profitability later this year. Additionally, Nvidia's supply commitments have surged to an impressive $95.2 billion.
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(UPDATED May 19, 2026 16:06 UTC)
Jensen Huang joined Trump for his summit in Beijing with Chinese President Xi Jinping. In upcoming earnings calls, there is now an 11% chance that Nvidia will mention Taiwan, a significant drop from the previous 78%, and a 15% chance that Taiwan Semiconductor Company will be discussed. Trump stated that while the U.S. government has approved several Chinese firms to purchase the H200 chip model, China has not reciprocated by allowing its firms to buy the chip.
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(UPDATED May 19, 2026 13:56 UTC)
Jensen Huang, the CEO of Nvidia, expressed optimism that Chinese authorities will eventually permit the import of artificial intelligence chips from the U.S. Meanwhile, President Trump has a 50-50 chance of being mentioned during Nvidia's upcoming earnings call, which is set for a Wednesday after the closing bell. Additionally, there is a 57% likelihood that the discussion will touch on tariffs and a 55% chance that humanoid robots will be brought up during the call.