Nvidia to Unveil Results Wednesday Alongside Salesforce and CrowdStrike on a Pivotal Earnings Night

Nvidia is reporting its second-quarter fiscal year 2027 financial results after Wall Street markets close on Wednesday, August 26, in an event considered the week's most influential market moment, especially as it coincides with the upcoming Jackson Hole symposium starting early next week.

Investor focus centers on three key metrics: Data Center division revenue exceeding expectations of $25 billion, commentary regarding the supply chain for the latest-generation Blackwell chips, and gross margin guidance reflecting the company's ability to maintain profitability as production capacity expands. Beating these figures alongside raising future guidance could drive the Nasdaq up between 1.5% and 2%.

Nvidia shares Wednesday night with several tech giants reporting in the same session, most notably Salesforce, CrowdStrike, Autodesk, and Workday, making for an evening packed with market drivers and heightening the potential for wide fluctuations in after-hours trading.

In a disappointment scenario, a miss by Nvidia could deliver a double blow: immediate pressure on tech stocks and reinforced concerns over the market overpricing AI returns—a highly sensitive moment as the Jackson Hole speech approaches to set the tone for monetary policy in the coming months.

What do these terms mean?

Blackwell: The latest generation of advanced AI processors developed by Nvidia, representing the most sought-after product by AI companies and cloud service providers worldwide.

Gross Margin: The percentage of each dollar of revenue the company retains after deducting direct production costs. A higher margin means the company sells at a higher price relative to what it spends on manufacturing.

After-Hours Session: Trading that takes place outside official stock exchange hours via electronic platforms, often experiencing sharp movements following earnings announcements from major companies.