Key Facts
Nvidia, the AI chip leader, is set to report quarterly earnings soon, as analysts anticipate strong growth; the company currently has a market cap that ranks it as the largest globally. Nvidia recently announced plans to resume selling H20 chips to China after previous U.S. export restrictions impacted its sales, including an $8 billion reduction in Q2 sales guidance following a $4.5 billion inventory write-off.
Roblox is also under the spotlight, with its earnings report due on July 31, where it’s expected to post a revenue of $1.25 billion, reflecting a 31% year-over-year increase. The success of its game, “Grow a Garden,” which set a record with over 21 million concurrent users, has driven its stock up 105% year-to-date.
Advanced Micro Devices (AMD) is reporting earnings on August 5, projecting $7.4 billion in revenue for the second quarter of 2025, which represents a 27% increase. This comes amid decreasing declines in its gaming segment and anticipated growth from its AI-focused data center segment, which is now the largest division of the company.
