
NVIDIA Leads a Mixed Earnings Week as AI Demand Shapes the Outlook
NVIDIA is the marquee name in a mixed earnings week, driven by AI-related data-center demand and momentum around its Blackwell architecture despite China export restrictions; Baidu and NIO are watched for AI and EV growth amid competition and U.S.–China tensions; Walmart and Home Depot will offer clues on consumer spending, tariffs effects, and e-commerce profitability, helping gauge the broader market direction.


