Nvidia shares gained in Overtime after the company delivered strong results, topping estimates for earnings and revenue while raising its guidance. Nvidia CEO Jensen Huang said that sales for the company’s current-generation GPU, called Blackwell, are “off the charts.” We have you covered from every angle.

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All eyes are on Nvidia today. What should investors expect from the report, the guidance, and the conference call? We discuss with Kristina Partsinevelos, Bernstein’s Stacy Rasgon and Capital Area Planning Group’s Malcolm Ethridge. Plus, Sherry Paul from Morgan Stanley tells us what’s at stake for the AI trade on the back of those critical earnings.

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The markets closed lower in a volatile session ahead of Wednesday’s Nvidia report, the most closely-watched earnings of the quarter and maybe the year. We have the technical read and what a top analyst is watching. Plus, Microsoft’s AI sales push and CEO of global industrial giant ABB on the key economic signals from around the world.

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