Wall Street’s betting big on Nvidia posting $43.28B in Q1 revenue—up 66% YoY.
Export bans to China sting, but fresh Middle East deals are plugging revenue gaps fast.
Options traders are expecting volatility and are pricing in post-earnings move of over 6%.
Chipzilla Nvidia is set to announce Q1 earnings—and Wall Street’s already
salivating over a projected 66% revenue jump, thanks to AI mania and some
well-timed Middle East deals.
Nvidia’s Moment of Truth: AI Darling Faces the Numbers
When you’re the king of AI chips, every earnings call is a referendum
on the future of tech. Nvidia, whose GPUs power everything from ChatGPT to
self-driving cars, is about to release its Q1 2025 results—and the financial and
tech worlds are on edge.
Expected to report after the market closes today, the company is
forecast to post a whopping $43.28
billion in revenue, up 66% from last year. That kind of jump would make
even the most jaded trader sit up straighter in their ergonomic chair.
And if Nvidia beats the estimates? Well, buckle up—Wall Street is
already frothing with bullish bets. But if it falls short? Let’s just say even
AI won’t be able to write a happy ending to that stock chart.
Nvidia’s Not-So-Little China Problem
Even the mightiest semiconductors can’t completely dodge geopolitics.
Nvidia’s ascent has been slightly singed by ongoing US
export controls targeting high-performance chips bound for China.
Specifically, the company’s much-hyped H20 chip—designed to meet Washington’s
export restrictions—still isn’t getting a visa into the world’s second-largest
economy.
Nvidia CEO Jensen Huang (Reuters).
CEO Jensen Huang hasn’t minced words. He believes the export controls are
destructive, arguing they’re doing more to undercut
US innovation than slow down China’s tech ambitions. He may have a point:
as competitors in China accelerate their own chip development, Nvidia’s forced
to play hopscotch across approved markets.
These limitations have already dented earnings potential and added
uncertainty to future guidance—something analysts will be listening for very
closely on today’s call.
Middle East to the Rescue: Big Deals, Bigger Chips
But where one door closes, another opens—preferably into a data center
in Dubai or Riyadh.
Nvidia’s diplomatic (and economic) pivot to the Middle East is turning
heads. Under a recently softened export regime, the company can now sell up to
500,000 AI chips annually to the UAE, and an additional 18,000 to Saudi Arabia.
That’s not small fry. Those deals alone could add billions to Nvidia’s topline,
particularly as Gulf states position themselves as next-gen AI powerhouses.
The move not only offers a lifeline to Nvidia’s restricted China
revenue but also opens access to petrodollar-backed tech ecosystems hungry for
compute power. In other words: fewer trade headaches, more luxury data centers.
Traders Brace for Post-Earnings Fireworks
Wall Street’s already building a stadium for this earnings gladiator
match. According to Investopedia, options traders are pricing in a stock move
of around 6% following the earnings call—meaning this could be the most volatile
stock event of the week.
And it’s not just retail bros watching. Nvidia has become the de facto
bellwether of the AI trade, and its report will set the tone for everything
from hyperscaler earnings to the next chip IPO.
If Nvidia shows it's successfully sidestepping geopolitical
landmines—analysts will likely double down on those frothy price targets. But
miss the mark, and the stock might finally get the come-down some contrarians
have been whispering about since its parabolic rise began.
Expectations Are Sky-High—Can Nvidia Deliver?
Nvidia is no stranger to overachievement. But the bigger the hype, the
steeper the fall if things go sideways. With record-breaking AI demand,
geopolitical workarounds in place, and a monster quarter projected, today’s
earnings could either cement Nvidia’s legacy or remind us that even titans can
trip.
All eyes are on Santa Clara—and not just because we’re still trying to
get our hands on a 5090.
For more stories around the edge of finance, visit our Trending section.
Chipzilla Nvidia is set to announce Q1 earnings—and Wall Street’s already
salivating over a projected 66% revenue jump, thanks to AI mania and some
well-timed Middle East deals.
Nvidia’s Moment of Truth: AI Darling Faces the Numbers
When you’re the king of AI chips, every earnings call is a referendum
on the future of tech. Nvidia, whose GPUs power everything from ChatGPT to
self-driving cars, is about to release its Q1 2025 results—and the financial and
tech worlds are on edge.
Expected to report after the market closes today, the company is
forecast to post a whopping $43.28
billion in revenue, up 66% from last year. That kind of jump would make
even the most jaded trader sit up straighter in their ergonomic chair.
And if Nvidia beats the estimates? Well, buckle up—Wall Street is
already frothing with bullish bets. But if it falls short? Let’s just say even
AI won’t be able to write a happy ending to that stock chart.
Nvidia’s Not-So-Little China Problem
Even the mightiest semiconductors can’t completely dodge geopolitics.
Nvidia’s ascent has been slightly singed by ongoing US
export controls targeting high-performance chips bound for China.
Specifically, the company’s much-hyped H20 chip—designed to meet Washington’s
export restrictions—still isn’t getting a visa into the world’s second-largest
economy.
Nvidia CEO Jensen Huang (Reuters).
CEO Jensen Huang hasn’t minced words. He believes the export controls are
destructive, arguing they’re doing more to undercut
US innovation than slow down China’s tech ambitions. He may have a point:
as competitors in China accelerate their own chip development, Nvidia’s forced
to play hopscotch across approved markets.
These limitations have already dented earnings potential and added
uncertainty to future guidance—something analysts will be listening for very
closely on today’s call.
Middle East to the Rescue: Big Deals, Bigger Chips
But where one door closes, another opens—preferably into a data center
in Dubai or Riyadh.
Nvidia’s diplomatic (and economic) pivot to the Middle East is turning
heads. Under a recently softened export regime, the company can now sell up to
500,000 AI chips annually to the UAE, and an additional 18,000 to Saudi Arabia.
That’s not small fry. Those deals alone could add billions to Nvidia’s topline,
particularly as Gulf states position themselves as next-gen AI powerhouses.
The move not only offers a lifeline to Nvidia’s restricted China
revenue but also opens access to petrodollar-backed tech ecosystems hungry for
compute power. In other words: fewer trade headaches, more luxury data centers.
Traders Brace for Post-Earnings Fireworks
Wall Street’s already building a stadium for this earnings gladiator
match. According to Investopedia, options traders are pricing in a stock move
of around 6% following the earnings call—meaning this could be the most volatile
stock event of the week.
And it’s not just retail bros watching. Nvidia has become the de facto
bellwether of the AI trade, and its report will set the tone for everything
from hyperscaler earnings to the next chip IPO.
If Nvidia shows it's successfully sidestepping geopolitical
landmines—analysts will likely double down on those frothy price targets. But
miss the mark, and the stock might finally get the come-down some contrarians
have been whispering about since its parabolic rise began.
Expectations Are Sky-High—Can Nvidia Deliver?
Nvidia is no stranger to overachievement. But the bigger the hype, the
steeper the fall if things go sideways. With record-breaking AI demand,
geopolitical workarounds in place, and a monster quarter projected, today’s
earnings could either cement Nvidia’s legacy or remind us that even titans can
trip.
All eyes are on Santa Clara—and not just because we’re still trying to
get our hands on a 5090.
For more stories around the edge of finance, visit our Trending section.
Louis Parks has lived and worked in and around the Middle East for much of his professional career. He writes about the meeting of the tech and finance worlds.
Gold Price Prediction 2026: WGC Warns of 20% Crash Risk
Executive Interview | Charlotte Bullock | Chief Product Officer, Bank of London | FMLS:25
Executive Interview | Charlotte Bullock | Chief Product Officer, Bank of London | FMLS:25
In this interview, we sat down with Charlotte Bullock, Head of Product at The Bank of London, previously at SAP and now shaping product at one of the sector’s most ambitious new banking players.
Charlotte reflects on the Summit so far and talks about the culture inside fintech banks today. We look at the pressures that come with scaling, and how firms can hold onto the nimble approach that made them stand out early on.
We also cover the state of payments ahead of her appearance on the payments roundtable: the blockages financial firms face, the areas that still need fixing, and what a realistic solution looks like in 2026.
In this interview, we sat down with Charlotte Bullock, Head of Product at The Bank of London, previously at SAP and now shaping product at one of the sector’s most ambitious new banking players.
Charlotte reflects on the Summit so far and talks about the culture inside fintech banks today. We look at the pressures that come with scaling, and how firms can hold onto the nimble approach that made them stand out early on.
We also cover the state of payments ahead of her appearance on the payments roundtable: the blockages financial firms face, the areas that still need fixing, and what a realistic solution looks like in 2026.
In this conversation, we sit down with Drew Niv, CSO at ATFX Connect and one of the most influential figures in modern FX.
We speak about market structure, the institutional view on liquidity, and the sharp rise of prop trading, a sector Drew has been commenting on in recent months. Drew explains why he once dismissed prop trading, why his view changed, and what he now thinks the model means for brokers, clients and risk managers.
We explore subscription-fee dependency, the high reneging rate, and the long-term challenge: how brokers can build a more stable and honest version of the model. Drew also talks about the traffic advantage standalone prop firms have built and why brokers may still win in the long run if they take the right approach.
In this conversation, we sit down with Drew Niv, CSO at ATFX Connect and one of the most influential figures in modern FX.
We speak about market structure, the institutional view on liquidity, and the sharp rise of prop trading, a sector Drew has been commenting on in recent months. Drew explains why he once dismissed prop trading, why his view changed, and what he now thinks the model means for brokers, clients and risk managers.
We explore subscription-fee dependency, the high reneging rate, and the long-term challenge: how brokers can build a more stable and honest version of the model. Drew also talks about the traffic advantage standalone prop firms have built and why brokers may still win in the long run if they take the right approach.
Executive Interview | Remonda Z. Kirketerp Møller| CEO & Founder Muinmos | FMLS:25
Executive Interview | Remonda Z. Kirketerp Møller| CEO & Founder Muinmos | FMLS:25
In this interview, Remonda Z. Kirketerp Møller, founder of Muinmos, breaks down the state of AI in regtech and what responsible adoption really looks like for brokers. We talk about rising fragmentation, the pressures around compliance accuracy, and why most firms are still in the early stages of AI maturity.
Ramanda also shares insights on regulator sandboxes, shifting expectations around accountability, and the current reality of MiCA licensing and passporting in Europe.
A concise look at where compliance, onboarding, and AI-driven processes are heading next.
In this interview, Remonda Z. Kirketerp Møller, founder of Muinmos, breaks down the state of AI in regtech and what responsible adoption really looks like for brokers. We talk about rising fragmentation, the pressures around compliance accuracy, and why most firms are still in the early stages of AI maturity.
Ramanda also shares insights on regulator sandboxes, shifting expectations around accountability, and the current reality of MiCA licensing and passporting in Europe.
A concise look at where compliance, onboarding, and AI-driven processes are heading next.
In this conversation, we speak with Aydin Bonabi, CEO and co-founder of Surveill, a firm focused on fraud detection and AI-driven compliance tools for financial institutions.
We start with Aydin’s view of the Summit and the challenges brokers face as fraud tactics grow more complex. He explains how firms can stay ahead through real-time signals, data patterns, and early-stage detection.
We also talk about AI training and why compliance teams often struggle to keep models accurate, fair, and aligned with regulatory expectations. Aydin breaks down what “good” AI training looks like inside a financial environment, including the importance of clean data, domain expertise, and human oversight.
He closes with a clear message: fraud is scaling, and so must the tools that stop it.
In this conversation, we speak with Aydin Bonabi, CEO and co-founder of Surveill, a firm focused on fraud detection and AI-driven compliance tools for financial institutions.
We start with Aydin’s view of the Summit and the challenges brokers face as fraud tactics grow more complex. He explains how firms can stay ahead through real-time signals, data patterns, and early-stage detection.
We also talk about AI training and why compliance teams often struggle to keep models accurate, fair, and aligned with regulatory expectations. Aydin breaks down what “good” AI training looks like inside a financial environment, including the importance of clean data, domain expertise, and human oversight.
He closes with a clear message: fraud is scaling, and so must the tools that stop it.
Exness expands its presence in Africa: Inside our interview with Paul Margarites in Cape Town
Exness expands its presence in Africa: Inside our interview with Paul Margarites in Cape Town
Finance Magnates met with Paul Margarites, Exness regional commercial director for Sub-Saharan Africa, during a visit to the firm’s office opening in Cape Town. In this talk, led by Andrea Badiola Mateos, Co-CEO at Finance Magnates, Paul shares views on the South African trading space, local user behavior, mobile trends, regulation, team growth, and how Exness plans to grow in more markets across the region. @Exness
Read the article at: https://www.financemagnates.com/thought-leadership/exness-expands-its-presence-in-africa-inside-our-interview-with-paul-margarites/
#exness #financemagnates #exnesstrading #CFDtrading #tradeonline #africanews #capetown
Finance Magnates met with Paul Margarites, Exness regional commercial director for Sub-Saharan Africa, during a visit to the firm’s office opening in Cape Town. In this talk, led by Andrea Badiola Mateos, Co-CEO at Finance Magnates, Paul shares views on the South African trading space, local user behavior, mobile trends, regulation, team growth, and how Exness plans to grow in more markets across the region. @Exness
Read the article at: https://www.financemagnates.com/thought-leadership/exness-expands-its-presence-in-africa-inside-our-interview-with-paul-margarites/
#exness #financemagnates #exnesstrading #CFDtrading #tradeonline #africanews #capetown
