Why Nvidia Stock Could Jump During the Period From Jan. 15 to Feb. 4

Core Insights - Nvidia has experienced a remarkable stock performance, increasing by 1,020% over the last three years, making it the largest company globally by market capitalization [1] Earnings Season Impact - Nvidia's shares are currently trading approximately 10.7% below their all-time highs, but upcoming events could lead to a rebound [2] - The corporate earnings season is a significant market event, with Nvidia's recent quarterly revenue showing a 62% year-over-year increase to $57 billion, and data center revenue rising 66% to $51.2 billion [4] Upcoming Earnings Reports - Nvidia's next earnings release is scheduled for February 25, 2026, but prior earnings reports from other companies may provide insights into Nvidia's performance [5] - Key earnings reports to watch include Taiwan Semiconductor Manufacturing on January 15, Microsoft on January 28, Advanced Micro Devices on February 3, and Alphabet on February 4 [6] Bellwether Indicators - Taiwan Semiconductor's revenue growth is a positive indicator for Nvidia, with TSMC reporting a December revenue of $10.59 billion, up 20.4% year-over-year, and a full-year revenue of $120.48 billion, up 31.6% [8] - Investors should closely monitor TSMC's guidance in its upcoming earnings report, as an increase would suggest sustained demand for high-performance chips, likely driven by Nvidia [9]