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https://www.barrons.com/articles/things-to-know-today-51637147428

Nvidia Earnings Are a Big Deal. But There’s Something More Important.

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Nvidia’s headquarters in Santa Clara, Calif.

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Nvidia stock has been on a tear recently, and to say the chip maker’s earnings after the market closes Wednesday will be closely watched is an understatement.

The stock has climbed 38% in the past month, is 130% up year-to-date and sits around all-time highs. Analysts have been raising their price targets left, right, and center this month, not only due to upside expectations for sales and earnings amid demand from data centers, artificial intelligence, and gaming.

The...

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