There is a whole lot riding on one company's earnings report.

From Marketplace, I'm Sabri Beneshore, in for David Brancaccio.

NVIDIA's latest earnings results are due today after markets close.

Many a hope and a bet have been placed on this company and on the AI boom overall.

This industry has single-handedly driven markets to new highs, and Nvidia is the bellwether

for all of it. So, investors, we'll be watching this earnings report especially closely.

Marketplaces Nancy Marshall-Genzor has more.

There's been a lot of speculation about the trajectory

for Nvidia and the AI boom. Prominent investors like Peter Thiel and the SoftBank Group have sold

Nvidia stock. Michael Burry, famous for shorting the housing market during the 2008 financial crisis,

is now betting against AI. Some investors are worried about an AI bubble. They'll be watching

today's InVIDIA results for signs of trouble looking to see if it's been able to keep up with

demand and how hard it's been hit by the Trump administration's efforts to restrict computer chip

exports to China. Some analysts, like Daniel Ives at Wedbush securities, are still bullish. He points

to robust demand for the company's Blackwell chip. Deepwater asset management managing partner,

Gene Munster, says AI is caught in a catch-22. If companies report strong growth,

investors worry they're spending too much, while a more modest

trajectory leads to fears that AI is plateauing. I'm Nancy Marshall Genser for Marketplace.

Later today at 2 p.m. Eastern, we will get the notes from the Federal Reserve's last big meeting.

That's the one where it decided to slightly lower the minimum interest rates in the economy.

Investors are interested because they are trying to figure out what the Fed will do at its next meeting in December.

Susan Schmidt is here to talk about it. She is portfolio manager at Exchange Capital Resources.

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