Nvidia stock has rebounded from its lows earlier this year, and expectations are mighty high as earnings come into view. While competition is rising, Nvidia remains well positioned to capitalize on a number of emerging infrastructure opportunities.

The company upgraded its highest-end GFN server clusters ("pods") used for Ultimate members with its new RTX GeForce 5080-equivalent graphics processors and is in the process of u

Nvidia is set to beat expectations, with strong revenue forecast of $48b for Q2 and expected growth through 2026, driven by demand for AI and new Blackwell architecture.

Should you Buy Or Fear Nvidia stock? For event-driven traders, historical trends might provide an advantage, whether by positioning prior to earnings or responding to post-release movements. That said,

Lambda Inc., a cloud infrastructure firm which counts Nvidia Corp. among its backers, is in talks with investors about a funding round that could value the company at $4 billion to $5 billion ahead of a potential initial public offering,

Nvidia has announced a major update to its RTX 40-series graphics cards and the Nvidia App ahead of Gamescom 2025, introducing Smooth Motion, global DLSS overrides, and a host of quality-of-life upgrades for gamers. Smooth Motion is now available for RTX 40-series GPUs, enabling driver-level AI frame generation in unsupported games.

NVIDIA's GeForce NOW streaming service will become even more compelling in September with the addition of RTX 5080 GPUs.

And Nvidia has a new use for your home bandwidth, too. If you’ve got enough, GFN will also now let you stream at 5K resolution (for both 16:9 monitors and ultrawides) at 120fps, or at up to 360fps at 1080p.

Microsoft has made similar moves recently with Xbox Game Pass service. Subscribers can stream some select PC and console games they already own on the Xbox PC app. Compared to that, Nvidia’s Install to Play could make a massive windfall of titles available to stream from any place with a good-enough internet connection.

Wall Street's position is clear. Nvidia stock is a buy. We'll know more after the company reports its Q2 results after the market close on Wednesday, Aug. 27.

The Nvidia app is getting improvements to DLSS override, more control panel features, and Project G-Assist changes this week. Nvidia has been gradually improving its new app over the past 18 months since its release, and it’s getting closer to fully migrating all the legacy control panel options.