Some Nvidia (NVDA) earnings themes to watch include datacenter anxiety easing, gaming rebound, and A.I. arms race, says Dan Morgan. He and Daniel Newman preview NVDA earnings that will be reported after the bell today. Daniel notes that Microsoft's OpenAI and ChatGPT are bringing focus to AI which bodes well for NVDA. They note that NVDA's 4Q earnings estimates came in at $0.81 in adjusted EPS and $6.01 in revenue. They talk about signs of improvement in the semiconductor space, highlighting the Philadelphia Semiconductor Index (SOX). Tune in to find out more about the stock market today.
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