Nvidia's Real Test Comes After Earnings

Nvidia's Q2 consensus stands at $92.05 billion revenue and $2.09 EPS after eight consecutive quarters of beats. Q3 revenue expectations have climbed to $103.7 billion, making forward guidance more important than another routine Q2 beat. Vera Rubin, China shipments and CPUs could extend growth, with Nvidia targeting a $200 billion CPU opportunity.