A netizen uses a computer and smartphone to display the NVIDIA logo and webpage in Suqian city, Jiangsu province, China, 29 April 2026.
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All eyes are on Nvidiathe world’s most valuable company and the darling of the artificial intelligence trade, as it prepares to report its first-quarter financial results Wednesday after the closing bell.
During their conference call, traders at market prediction platform Kalshi believe the company could talk about President Donald Trump after CEO Jensen Huang joined. his trip to China.
Trump has a 50-50 chance of being mentioned on the call, with those odds having increased recently. The president was not mentioned during the company’s last earnings conference call in February. Huang joined Trump for his summit in Beijing with Chinese President Xi Jinping.
Huang’s presence on the trip comes as the status of Nvidia’s H200 chip sales in China remains uncertain.
Trump told reporters last week that the chip model was not discussed in talks with China, but Reuters reported that the U.S. government gave approval to several Chinese companies to purchase the model. China, however, has not allowed companies to buy the chip, Trump told reporters.
In January, Trump cleared the way for Chinese purchases of the chip model. This came with a 25% tariff on imports for the chips which will be sent to China. There’s a 57% chance the company will mention pricing during its call Wednesday.
But after the China trip, traders estimate the chance that Nvidia will mention Taiwan is only 11%. After the US-China summit, neither country revealed whether Trump or Xi discussed Taiwanwhich is home to critical chipmakers. Traders now only give 15% odds that company discusses Taiwan Semiconductor Companydown from the previous 78% chance.
And there’s a 55% chance the company will discuss humanoid robots. In his CES keynote in January, Huang said he expected to see robots with certain human-level abilities This year. This would be a new feature of Nvidia’s calls, as this topic was not discussed during the company’s February earnings call.
Disclosure: CNBC and Kalshi have a business relationship that includes a minority investment from CNBC.
