Chips, China & Clear Guidance: What NVDA Needs to Surge After Earnings

"This is not just an important day for Nvidia, but an important day for the tech sector," says James Demmert. With Nvidia (NVDA) reporting earnings after Wednesday's closing bell, he believes CEO Jensen Huang needs to discuss a clear roadmap for the company that includes guidance and addressing a constrained supply chain. While China remains a key question mark, James calls the current stock price a "great opportunity" for buyers. Tom White turns to an example options trade for the Mag 7 leader.

Morning Trade Live

25 Feb 2026

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