CNBC, Bloomberg, Yahoo on Nvidia earnings

NVIDIA’s next earnings report has become a proxy for the broader AI spending cycle, and the latest round of television and web commentary reflects that. A May 17 YouTube clip on a finance-focused aggregation channel compiled segments from CNBC, Bloomberg and Yahoo Finance centered on NVIDIA’s May 20 earnings date and CEO Jensen Huang’s role in shaping expectations ahead of the call. The channel description said the discussion covered NVIDIA stock, Huang and the company’s scheduled earnings release on May 20, 2026. NVIDIA itself has set the timing. The company’s investor relations site says it will report first-quarter fiscal 2027 results and host a webcast on May 20 at 2 p.m. Pacific. Yahoo Finance’s quote page for NVIDIA lists the same earnings-call timing as 5 p.m. Eastern. ### Why are so many outlets focused on one NVIDIA earnings call? (youtube.com) NVIDIA’s February 25 results set a high bar for the next update. The company reported fourth-quarter fiscal 2026 revenue of $68.1 billion, up 73% from a year earlier, and data center revenue of $62.3 billion, up 75%. Jensen Huang said at the time that “computing demand is growing exponentially” and that enterprise adoption of AI agents was “skyrocketing.” (investor.nvidia.com) That scale has made each NVIDIA report a readout on customer spending by cloud providers, startups and large enterprises. CNBC’s report on the February earnings said the company beat expectations on data center growth, while the stock initially rose in extended trading before giving back much of the move. ### What exactly are investors waiting to hear on May 20? NVIDIA gave investors a specific target last quarter. (nvidianews.nvidia.com) In its November 2025 third-quarter release, the company said fourth-quarter fiscal 2026 revenue was expected to be $65.0 billion, plus or minus 2%; it later exceeded that with the $68.1 billion result reported in February. In the current setup, several market previews cited by financial media have pointed to roughly $78 billion in expected first-quarter revenue, in line with management’s prior guidance as summarized by third-party market trackers. (cnbc.com) Analysts have also focused on whether supply can keep pace with demand for Blackwell systems and related networking gear. NVIDIA said in November that “Blackwell sales are off the charts, and cloud GPUs are sold out,” language that has continued to frame questions about fulfillment, lead times and the durability of AI infrastructure orders. (investor.nvidia.com) ### Why does Jensen Huang feature so prominently in the pre-earnings coverage? Jensen Huang’s public comments often serve as NVIDIA’s clearest narrative bridge between quarters. The May 17 aggregation clip explicitly named Huang alongside NVIDIA earnings, and another recent clip from the same channel tied NVIDIA’s stock move to Huang’s travel and public remarks as well as a Bank of America note. (investor.nvidia.com) Huang’s statements also carry weight because they have been embedded in NVIDIA’s formal disclosures. In February, he said Grace Blackwell with NVLink was “the king of inference today” and said customers were “racing to invest in AI compute.” Those comments linked product rollout, customer demand and the company’s supply posture in a way investors are likely to revisit on the May 20 call. (youtube.com) ### Which numbers and topics are likely to get the closest scrutiny? Data center growth remains the core figure. NVIDIA’s data center business generated $62.3 billion in the January quarter, compared with total quarterly revenue of $68.1 billion, showing how concentrated the company’s growth engine has become. Guidance is the second focal point. (nvidianews.nvidia.com) Third-party previews have cited Wall Street expectations near $78 billion in revenue for the quarter, while Bank of America analyst Vivek Arya separately raised his NVIDIA price target to $320 from $300, according to a May 13 video description summarizing the bank’s note. That same description said the bank increased its estimate for AI data center total addressable market to $1.7 trillion in 2030 from $1.4 trillion. ### Where can readers follow the next step directly? NVIDIA’s investor relations page says the company will host its first-quarter fiscal 2027 webcast on May 20, 2026, at 2 p.m. Pacific. The same page says investors should monitor the company’s investor relations website, press releases, SEC filings, conference calls and webcasts, as well as NVIDIA’s social media accounts and blog, for material information. (investor.nvidia.com) (fool.com)