NVIDIA Earnings Week: Options Price $275B Swing, Nemotron Coalition and Marvell Tie-Up Add Fuel
NVDA sits 31% above its 52-week low of $164.07.
Summary
NVIDIA reports earnings this week with options implying a 5.27% move, roughly $275B in market value. Analysts expect EPS of $2.08-$2.09 on revenue of $92.0-$92.1B, while management targets ~$400B full-year revenue. The company also launched the Nemotron Coalition to push open-weight AI models, expanded its NVLink Fusion partnership with Marvell, and is reportedly in talks to invest in Perplexity at a valuation above $30B. Perplexity, which is backed by Jeff Bezos, has seen its revenue explode to $750 million. These moves reinforce NVIDIA's push to dominate both AI hardware and the open-model ecosystem. Earnings will be the key test of whether the stock can sustain its valuation after the recent 15% price hike selloff.
At the time of this announcement, NVDA was trading at $215.38 on NASDAQ in the Technology sector, with a market capitalization of approximately $5.2T. The 52-week trading range was $164.07 to $236.54. This news item was assessed with neutral market sentiment and an importance score of 8 out of 10. Source: Wiseek News.