Nvidia will report earnings Wednesday amid questions about AI demand and U.S.-China drama. Analysts remain bullish on the company’s future growth prospects. The focus will also be on China, where Nvidia faces challenges due to security concerns and discouragement from using its chips.

After Walmart’s rare profit miss and Target’s CEO departure overshadowing an earnings beat, smaller retailers like Ulta Beauty, Gap, and Kohls will report quarterly results. Expectations are low due to tariff anxieties, higher costs of living, and weak demand in clothing and home goods.

Results are due from discounters like Burlington Stores and Dollar General, reflecting the continued bargain hunt as low-income shoppers struggle with inflation. Consumer traffic will be key in determining the success of smaller retailers in the current shopping landscape, where value and convenience reign supreme.

Read more at Yahoo Finance: Low expectations for retailers and ever-rising expectations for Nvidia in this week’s round of earnings