Today's Nvidia Q4 Results: Will the AI leader from Silicon Valley remove Wall Street's "Mag Seven" from correction territory?
Today’s Nvidia Q4 Results: Whether artificial intelligence (AI) can reclaim its position as the primary driver of Wall Street gains over the past two years.
Or cause further weakness after the prestigious Magnificent Seven group of technology stocks entered correction territory will be determined by Nvidia Corp.
Fourth-quarter earnings, which are expected to be released after Wednesday’s close.
Global AI stocks may undergo a sea change as a result of Nvidia’s quarterly results, which are regarded as a gauge of demand for AI chips.
Nvidia Q4 Results Today: Here's what Wall Street expects
Over the past quarter, the expert average for Nvidia’s net 2026 earnings has been consistent, according to Bloomberg. The revenue view, meanwhile, is up almost 2%, which indicates that Wall Street firms are not lowering their projections due to DeepSeek or anything else. Analysts anticipate that Nvidia will post quarterly revenue of about $38 billion in Wednesday’s earnings release, a 73% rise over the same period last year.
Investors will be watching for indications that the company is successfully switching from the older Hopper series to its new Blackwell design, according to Reuters. The change may lead to electronics buyers delaying purchases until the new items are more readily available, according to Wall Street experts. Nvidia has been at the forefront of the Magnificent Seven Group and the AI trade for the last two years.
Nvidia Q4 Results Today: Will the AI bellweather lift Mag Seven?
Between ChatGPT’s November 2022 launch and its mid-December 2024 high, the market value of the Mag Seven group of equities increased by about $11 trillion. With a $2.7 trillion increase in market value during that period, Nvidia, the second-most valuable corporation in the world, has benefited the most from Wall Street’s AI play.
The AI chipmaker has fallen this year after a spectacular 170 percent surge in 2024 that greatly increased S&P 500 gains. Nvidia is now the top of the Mag Seven after an almost 1,800% increase over the previous five years.
The S&P 500 has increased by roughly 65% during that time, whereas those stocks have, on average, more than tripled. In 2025, those stocks have faltered thus far. The S&P 500 as a whole has barely increased by 1%, with the Mag Seven down roughly 4.5% and the rest of the index up roughly 4.4%.
