Nvidia bulls brace for potential sell-the-news ahead of earnings

Ahead of Nvidia’s August 26 earnings, investors are pricing in another blockbuster quarter, driven by relentless demand for AI data-center chips from hyperscalers and the ramp of its Blackwell architecture. Goldman Sachs cautions that lofty expectations may limit upside, warning of a possible sell-the-news reaction if profitability signals or demand fail to meet high bars; consensus calls for roughly $92 billion in revenue (about 96% year-over-year) and about $2.08 in EPS, leaving Nvidia vulnerable to a downside surprise if any of these momentum drivers falter.