Nvidia (NASDAQ:NVDA) is set to report earnings on February 26, and it can be a major catalyst for the AI chipmaker. Investors will get to see how much the business is growing and receive guidance for what future growth will look like.

Evercore analyst Mark Lipacis says the recent weakness in Nvidia (NVDA) is an opportunity to load up on a quality name at a discount. Lipacis attributes ongoing turbulence in NVDA stock to Blackwell delays and concerns that China-based DeepSeek’s recently launched low-cost LLM could hurt the U.