Mizuho’s Rakesh Sees Wall Street Drilling In on Nvidia Spending

Mizuho Securities analyst Vijay Rakesh said investors will focus on Nvidia Corp.'s artificial intelligence outlook in a Wednesday earnings report because profit expectations are already reflected in the stock price. Rakesh stated that the company's guidance on future AI demand will be the key metric for Wall Street to evaluate. Nvidia is scheduled to report fourth-quarter earnings results on Wednesday.

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