The Godfather of AI Jensen and Nvidia on Deck; Big Week Ahead for Market

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The Godfather of AI Jensen and Nvidia on Deck; Big Week Ahead for Market

Industry Note

May 17, 2026 Disruptive Technology

The Godfather of AI Jensen and Nvidia on Deck; Big WeekAnalysts

Dan Ives Ahead for Market

(212) 344-2073

Dan.Ives@wedbush.com

Sam Brandeis We expect another "get the popcorn out" moment Wed after the bell when we(212) 222-3005

sam.brandeis@wedbush.com will get earnings and guidance from the Godfather of AI Jensen and Nvidia as the

Steven Wahrhaftig entire global market will be carefully watching these results and commentary from

(212) 931-7059 Jensen. We fully expect the leading supplier of AI chips will comfortably exceed

steven.wahrhaftig@wedbush.com estimates and guide above Street given continued positive data points in the Asia

Anish Jog supply chains as well as accelerated capex spending set up through the rest of

(917) 747-3095 2026 and into 2027. We continue to believe Street estimates for Nvidia are beinganish.jog@wedbush.com

significantly underestimated over the next few years given the global demand

story for the AI Revolution in our view with Big Tech capex numbers expected to

be north of $750 billion in 2026 while seeing a major boost by more enterprises,

governments, and global adoption entering the picture over the next 12 to 18

months with Nvidia's golden chips front and center.

Capex Patterns Support Further Investments in NVDA Through FY27. Nvidia's

earnings/guidance and bullish commentary from Jensen will be a positive catalyst

for tech stocks and give an important validation moment around global demand

drivers/magnitude for the AI Revolution. The combination of hyperscale capex

forecasts for FY26 exceeding prior expectations gives us confidence that we