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Nvidia's Earnings Hopes and Marvell's AI Ambitions Ahead of Quarterly Reports

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Nvidia is set to release its Q2 FY2027 earnings on Wednesday, August 26, while Marvell Technology will follow one day later.

The consensus estimate for Nvidia's earnings per share sits at $2.07, reflecting continued confidence in the company following a record revenue of $68.1 billion in Q4 FY2026 - a 73% jump from the year prior.

Nvidia's data center GPU business has shown impressive pricing power, and analysts expect the company to maintain its high margins.

Marvell's earnings per share consensus is lower at $0.87, but the company has been transitioning into an AI-adjacent infrastructure play following a collaboration with Nvidia on NVLink Fusion Technology.

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