US chip giant Nvidia will unveil a new artificial intelligence product on Monday and release its latest quarterly results on Wednesday, with Wall Street largely optimistic.
However, its third-quarter guidance will be the market's primary focus. Given the high expectations, any details falling short could trigger declines across tech stocks and even global markets.
New product for major AI breakthrough
Beyond earnings, chief executive Jensen Huang Jen-Hsun has teased the Monday launch of a product billed as a "new brain for robots," heightening investor anticipation.
The new product is expected to represent a significant intelligent breakthrough. Nvidia previously released a teaser on the social platform X, showing Huang writing on a card: "To robots: Enjoy your new brain!"
Also in the video, a humanoid robot in front of a gift box "reads" the card, hinting at major advances in robotic intelligence.
Notably, at the SIGGRAPH conference on August 12, Nvidia already unveiled its open-source physics AI application and robotic visual reasoning model, Cosmos Reason.
The company stated this model enables robots to "reason like humans" using existing knowledge and concepts, then take action in the real world. Additionally, Rev Lebaredian, VP of Omniverse and simulation technology, recently highlighted at the 2025 World Robot Conference that physics AI could unlock a trillion-dollar market.
Nearly 90 pecent of analysts give buy rating
According to reports, multiple Wall Street analysts covering the semiconductor sector have simultaneously raised their 12-month price targets for Nvidia. The average target is near a record high of US$194 (HK$1,513.2), with the most optimistic reaching US$250.
Bloomberg data also shows nearly 90 percent of analysts rate Nvidia as a "Buy" or equivalent.
Many analysts believe that amid the wave of AI infrastructure development, Nvidia's market capitalization could further break through the historic US$5 trillion mark.
The stock closed at US$177.99 last Friday, up 1.7 percent, with a market cap of approximately US$4.34 trillion, making it the world's most valuable company, well ahead of second-ranked Microsoft at around US$3.77 trillion.
