Welcome to Closing Bell. I'm Scott Wapner live from Post Night here at the New York Stock Exchange.

This maker breakout begins with the countdown to Nvidia earnings. All that is riding on those results,

we'll ask our experts about that in just a moment. But first, let's show you the scorecard here with 60 to go in regulation.

We did get out of the gates pretty well today. As some of the hardest hit names got a nice bounce,

we did start to cool a little midday.

That is the current picture with an hour to go.

We're read across the board.

Maybe after President Trump said during his first cabinet meeting, the tariffs will in fact go ahead as planned.

There's been some nice bounces, though, today from many of the momentum names, the ones that have been closely watched like Palantir and Robin Hood and Vistra Inverdive.

They are all hired a day as that trade remains very much in focus.

It does take us to our talk of the tape.

Invidia's moment of truth.

Its earnings about an hour away, and even though the stock is hired today, it hasn't traded well lately at all.

Will tonight's results change that? It's the key question. Let's bring in Christina Parts of Nevolos, who covers that company for us. And will tell us, I don't know, is the bar

high or not? It is high, but I would say for the first time in two years, it's actually been

lowered, especially by by side analysts. They've lowered their expectations to align with consensus.

And that's signaling that those blowout quarters to your point, Scott, may be dissipating a little bit.

And the key for this quarter is guidance. It's the make-it-or-break-it-factor that I'm calling.

So $42 billion you're seeing on your screen is the magic buy side number for the April quarter.

And there's many reasons that we've seen caution around in video lately.

You've got China's deep seek large language models that raise competitive concerns

and certainty around Chinese demand because of looming export restrictions.

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