Introduction
The upcoming quarterly results from NVIDIA, C3.ai, and Salesforce are currently in the spotlight of the US stock markets and are of great significance for investors, especially in the technology sector. The release of these results is seen as an important indicator for the future market development.
NVIDIA: Expectations and Market Relevance
- Release: NVIDIA’s quarterly results are expected on May 28, 2025, after market close in the USA.
- Expectations: Analysts expect a revenue of about $43 billion (up approximately 65% year-over-year) and an adjusted earnings per share (EPS) of around $0.73.
- Market Sentiment: The stock has already gained about 56% since early April. Disappointments in the numbers or outlook could lead to significant price corrections.
- Challenges: Export restrictions and competition from Huawei may weigh on the results.
- Significance: NVIDIA is considered an AI heavyweight and is a central driver of the technology rally.
C3.ai: Artificial Intelligence in Focus
- Release: C3.ai will release its quarterly results on the same day as NVIDIA.
- Market Significance: As a specialist in enterprise AI solutions, C3.ai is sensitive to industry changes.
- Relevance for Investors: Positive developments at large players can uplift smaller AI companies.
Salesforce: Cloud Software Giant before Results
- Release: Salesforce will also present its results on the same day.
- Expectations and Significance: As a major CRM provider, Salesforce is an indicator of demand for enterprise software.
- Market Relevance: Strong numbers can boost confidence in the technology sector.
Summary Assessment
The upcoming quarterly reports from these three companies will significantly influence the sentiment on NASDAQ and NYSE:
| Company | Release | Expected Relevance | Special Features/Challenges |
|---|---|---|---|
| NVIDIA | May 28, after close | Very high | High growth expectations, export risks |
| C3.ai | May 28, after close | High (in the AI segment) | Sensitive to tech trends |
| Salesforce | May 28, after close | High (Cloud/CRM market) | Indicator of enterprise demand |
Conclusion: The results of these technology companies will not only influence their own stock prices but also send signals to the entire technology sector – especially in light of high expectations for AI growth and uncertainties regarding global demand dynamics.