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, February 23rd, and I'm your host, Kim Khan. This is a test. For the

next few sessions, the stock market will be conducting a test of the AI rally.

This is only a test.

Will Nvidia give the Bulls a much-needed jolt of belief as Macroy worries gain a stronger

grip on action?

We'll find out when the chipmaker reports earnings on Wednesday.

Analysts expect Nvidia to report EPS of 85 cents on revenue of

$38.15 billion. There have been six upward analyst revisions to the bottom line going into the

report, with two down. The top line has seen seven upward revisions and two to the downside.

Victor Durganov, who runs the financial profit investing group on seeking alpha, says the top line number will be especially important here, as the market will look for signs of continued growth, specifically in the lucrative enterprise AI GPU segment.

While Nvidia guided to only 37.5 billion in sales for Q4, Nvidia often sandbags its forecasts, making it easier to provide better than anticipated results.

So 38 to 39 billion in sales with a small beat on profit wouldn't be a surprise, he said.

Guidance will be crucial in the wake of Deepseek, but despite high expectations,

Nvidia can deliver another constructive earnings report,

which should support its stock price trajectory and

the trajectory of other high-quality AI picks, he concluded.

KeyBank capital markets are expecting a strong report that will solidly beat forecasts and

provide higher, albeit conservative guidance. DeepSeek's recent announcement concerning its

latest AI product has led to a spike in demand for NVIDIA's H20 GPUs in China, analysts added. Shares of NVIDIA barely higher year to date,

but are up 15% from their low at the beginning of the month.

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