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Macro US Stocks

NVIDIA Earnings: AI Bull Market’s Key Test

NVIDIA’s upcoming earnings report is seen as a crucial test for the AI bull market, with expectations of strong results but concerns about guidance and valuation. Options market implies a low volatility move of 5.4%, the lowest since 2021, indicating uncertainty. Analysts are split, with some seeing upside while others warn of a potential sell-the-news reaction.

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