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Wall Street eyes 'growing pains' in Nvidia earnings but all eyes are on a bullish 2nd half for its next-gen chip

  • Nvidia is set to report its fourth-quarter earnings and investors are watching for the impact of DeepSeek on GPU sales.
  • Most analysts expect Nvidia to beat earnings estimates and potentially raise guidance.
  • Mizuho anticipates some 'growing pains', but expects a strong Blackwell ramp to make up for any lost revenues in the first half of the year.
  • Bank of America expects Nvidia to beat estimates, as spending intentions remain unchanged for large customers, and identifies the GTC conference as the next catalyst.

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