Zino: Revenue & Tariffs Weigh on NVDA Earnings Volatility, Share Buybacks in 2025

CFRA's Angelo Zino believes "all eyes" will be on Nvidia's (NVDA) revenue and guidance in Wednesday's earnings. Data center and Blackwell revenue are crucial for the company, according to Angelo, as the A.I. giant seeks to overcome tariff volatility. On DeepSeek, he believes the A.I. reasoning model offers more upside to Nvidia than negatives. Angelo also sees the company offering a $70 to $80 billion share buyback later this year.

Next Gen Investing

27 May 2025

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