Nvidia is the biggest winner from earnings season — and it hasn't even reported yet

Core Insights - The increasing AI budgets from major tech companies like Amazon and Meta are expected to positively impact Nvidia's business in the short term [1] Group 1 - Major tech players are significantly expanding their AI investments, which is a favorable indicator for Nvidia's growth prospects [1] - Companies like Amazon and Meta are leading the charge in AI spending, suggesting a robust market demand for AI technologies [1] - Nvidia is well-positioned to benefit from this trend due to its strong presence in the AI hardware and software sectors [1]