📊 3 Big AI Chip Earnings This Week - All Eyes on Guidance
Wed 8/26: $NVDA
Street expects ~$918B revenue (nearly 2x YoY), EPS $2.08-2.09. Company guided $910B ±2%, 75% gross margin. Datacenter + Blackwell/Vera Rubin ramp = key watch. Options pricing ~7% move. Pattern: beats expectations but dumps first, rallies later. Bar is sky-high this time - guidance better slap or watch the fade.
Thu 8/27: $MRVL
Consensus ~$27.1B revenue (+35% YoY), EPS $0.93. Prior guide: $25.6-28.3B (midpoint $27B). Custom AI chips + optical interconnects driving datacenter mix higher. Options imply ~14% move. Stock ran hard YTD - expectations already baked in.
Wed 9/2: $AVGO
Q3 FY2026 after close. Street at ~$294-295B revenue (+84% YoY), EPS $3.21-3.22. Prior guide: $294B, $160B from AI semis alone. AI accelerators + networking chips carrying the load. Full-year AI target already raised massively. Options pricing 7-12% move. Market wants to see if they beat their own beat again.
All three = AI infrastructure plays. Guidance >>> the print itself. Don't get caught chasing into the rip if numbers disappoint.
Wed 8/26: $NVDA
Street expects ~$918B revenue (nearly 2x YoY), EPS $2.08-2.09. Company guided $910B ±2%, 75% gross margin. Datacenter + Blackwell/Vera Rubin ramp = key watch. Options pricing ~7% move. Pattern: beats expectations but dumps first, rallies later. Bar is sky-high this time - guidance better slap or watch the fade.
Thu 8/27: $MRVL
Consensus ~$27.1B revenue (+35% YoY), EPS $0.93. Prior guide: $25.6-28.3B (midpoint $27B). Custom AI chips + optical interconnects driving datacenter mix higher. Options imply ~14% move. Stock ran hard YTD - expectations already baked in.
Wed 9/2: $AVGO
Q3 FY2026 after close. Street at ~$294-295B revenue (+84% YoY), EPS $3.21-3.22. Prior guide: $294B, $160B from AI semis alone. AI accelerators + networking chips carrying the load. Full-year AI target already raised massively. Options pricing 7-12% move. Market wants to see if they beat their own beat again.
All three = AI infrastructure plays. Guidance >>> the print itself. Don't get caught chasing into the rip if numbers disappoint.