Welcome to Seeking Alpha's Wall Street brunch, our Sunday look ahead to this week's

market-moving events, along with the weekend's top news and analysis.

Hello, today is Sunday, August 24th, and I'm your host, Kim Kahn.

The 800-pound earnings gorilla hoves interview this week, as NVIDIA reports earnings on Wednesday.

The consensus for the biggest company on Wall Street is for EPS of $1-on $46 billion.

The temporary ban on H-20 processors to China that took effect in April is expected to have just a

minimal impact on quarterly performance.

The Trump administration recently removed the ban in exchange for a 15% slice of sales revenue,

which Oppenheimer expects to be offset by price increases.

SA analyst KM Capital, which has a strong buy on the stock, says reasons for bullishness ahead of earnings include accelerating AI tailwinds, as well as

NVIDIA's dominance in the industry. Moreover, NVIDIA is a real earnings surprise champion that very

rarely misses consensus forecasts. The recent pullback looks like a prime opportunity to buy

NVIDIA before earnings, they said. But S.A. analyst bears of Wall Street says there's a

possibility that we're in the middle of an

AI bubble since the capital returns by hyperscalers on AI hardware might yield limited returns,

while the current record rate of capital expenditures on AI infrastructure is unsustainable.

Considering Nvidia's great exposure to a handful of customers that generate a significant

portion of its sales, there's a risk that

if the bubble pops soon, then the company's growth opportunities will be limited, while its shares

might collapse from the current levels, they said. Along with Nvidia, 14 other SMP 500 companies

will report earnings this week. On the calendar, Bank of Montreal, MongoDB, and Octa report numbers

on Tuesday, along with Nvidia,

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