Nvidia will report earnings on Feb. 25, with expectations of $65.9 billion in revenue and adjusted earnings of $1.53 per share. Wall Street expresses skepticism on AI spending, leading to concerns about a bubble. Institutional investors rotate out of tech stocks, but Nvidia’s stock has risen 3.65% in 2026.

Nvidia, a leading AI company, faces scrutiny over its spending levels as it aims to scale out. Billionaire Peter Thiel sold his entire stake in Nvidia, worth $100 million, before the last earnings report. The company previously planned to invest $100 billion in OpenAI, but this could be reduced to $30 billion.

The earnings report is set for 5 p.m. ET on Feb. 25, with results released on the website around 4 p.m. ET. Nvidia became the first company to reach a $5 trillion market value. Wall Street predicts a 62% surge in profit for the quarter, a slowdown from the previous quarter’s 65.3% growth.

Read more at Yahoo Finance: Nvidia to report earnings on Feb. 25. How to tune in to the call.