Nvidia Survey Ahead of Q4 Earnings Reveal Growing Returns from AI Investments in Healthcare, Telecom Sectors

Nvidia Survey Ahead of Q4 Earnings Reveal Growing Returns from AI Investments in Healthcare, Telecom Sectors

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Markets are looking ahead to the highly anticipated Nvidia Q4 earnings, due on Wednesday at 2 p.m. Pacific Time. US stock futures also inched higher on Wednesday ahead of the earnings release. While revenue and earnings per share remain key metrics for investors, attention will focus on returns from substantial AI infrastructure spending, as markets reassess…

Alphabet Q4 2025 earnings preview: cloud and AI to sustain valuation

Alphabet Q4 2025 earnings preview: cloud and AI to sustain valuation

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​Key areas to watch Google cloud backlog and margin expansion With third-quarter (Q3) backlog reaching $155 billion, investors are eager for updates on conversion velocity and confidence in 2026 revenue. Cloud margins will be a critical focus, particularly after last quarter’s strong performance. AI monetisation signals Look for mentions of Gemini adoption, enterprise wins, or…