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FOCUS ON NVIDIA RESULTS NEXT WEEK
The world's largest company by market capitalization and artificial intelligence leader, Nvidia NVDA.O, will be in the spotlight next Wednesday, when it is due to report quarterly results.
The report comes as the fourth quarter of 2025 U.S. reporting season is in its last leg.
Results are in from 423 of the S&P 500 companies. Overall year-over-year S&P 500 earnings growth is now seen at 13.9% for the fourth quarter, according to LSEG data as of Friday. That is up from 13.6% a week earlier and versus 8.9% at the start of January.
That is still on track to be below the 14.9% growth in the third quarter of last year, based on the data.
Nvidia's stock is up just 1.1% for the year so far after rising about 39% in 2025. It has been behind much of the optimism surrounding AI for the stock market, and its results remain key for the market's performance.
The results also come as investors worry about disruption from AI for certain companies. Software company shares in particular have fallen recently amid concerns AI will upend their businesses.
Other companies due to report results next week include Home Depot HD.N and Lowe's LOW.N.
(Caroline Valetkevitch)
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