Nvidia in Wall Street spotlight

Investors will turn to financial results from the artificial intelligence bellwether Nvidia this week to steady a US stock market that has been rocked by AI-related worries and is digesting a Supreme Court decision overturning many of Donald Trump's sweeping trade tariffs.

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Nvidia CEO Jensen Huang will be the centre of attention when he discusses the firm's earnings and outlook this week.

(REUTERS)

Last Friday's Supreme Court ruling striking down Trump's tariffs initially lifted stocks and Treasury yields but left investors grappling with the uncertainty over what other forms of trade duties Trump will resort to and how the US government will deal with litigation and refunds of billions of dollars collected by the government.

Besides that overhang on markets and the results from Nvidia, Wall Street will focus on other tech-sector reports. These include key software companies that are under siege from concerns that AI will upend their businesses.

Wednesday's report from the semiconductor giant Nvidia, the world’s largest company by market capitalisation, comes as the heavyweight tech sector and other megacap stocks are off to shaky starts in 2026, weighing on major indices they have led higher over the past few years.