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 25th and I'm your host Kim Khan.

Artificial Intelligence wrestles the spotlight from the Fed this week

as NVIDIA reports earnings on Wednesday.

Web Bush Securities Analysts Dan Ives

says that makes this week the most important of the year

for the stock market.

Analysts expect NVIDIA to report revenue of $28.7 billion, operating profit of $18.8 billion, and

EPS of 64 cents a share.

R&D expenses for the quarter are forecast to be $3 billion. I've said that the Cloud and and an indication that massive enterprise AI demand is now underway.

NVIDIA has had a strong start to the year with Q1 numbers blazing in ahead of market

expectations.

Revenue shot up 262% to 26 billion in Q1, due largely to accelerating demand for its AI platform.

According to Seeking Alpha Analysts Nexus Research, who is bullish on the stock, the delay

in the shipping of Blackwell G. P. U GPUs due to certain design flaws, intensified the

recent correction in the stock price. The fear is that such delays could create Windows for rivals

like AMD and Intel to capture some market share away from NVIDIA.

Nonetheless, these fears have subdued somewhat amid demand for NVIDIA's previous generation

ships, the Hopper series, remaining strong.

And on the earnings call, investors should expect CEO Jensen-Wang and

CFO Colette Cress to repeatedly emphasize the continuous strong demand for

...