Ahead of NVIDIA Corp.'s (NASDAQ: NVDA) much-anticipated third-quarter results on Wednesday, leading analysts remain optimistic on the stock, alongside the state of the broader AI economy, amid growing concerns of a bubble.

Nvidia’s earnings call on Wednesday is like “the Super Bowl for not just tech investors, but investors around the world,” said Dan Ives, global head of tech research at Wedbush Securities, a wealth management, brokerage and advisory firm. “There’s fears of a bubble; we believe those are not warranted."

Arm Holdings Plc plans to start incorporating Nvidia Corp.’s NVLink technology into chip designs for AI data centers, tightening the relationship between two influential semiconductor companies.

Investors hope that good news from Nvidia’s quarterly earnings report on Wednesday will stop the bleeding in artificial-intelligence stocks. But the smart money is split on whether the chip maker’s shares are still worth buying.

I share some top AI infrastructure investment opportunities beyond Nvidia. Read which stocks in networking, power, and utilities are poised for growth here.

Nvidia Corp.-backed Cassava Technologies plans to raise as much as $700 million to build and upgrade a network of data centers across Africa with artificial intelligence chips, with the goal of making AI services more affordable for companies and nonprofits,

Supermicro Announces New AI Factory Cluster Solutions Based on NVIDIA Enterprise Reference Architectures and NVIDIA Blackwell AI Infrastructure to Simplify the Deployment of AI at Scale

Nvidia previously informed investors to anticipate roughly $54 billion in sales for the third quarter of fiscal year 2026, give or take 2%. The company’s gross margins are expected to be in the mid-70s as its Blackwell AI platform expands among hyperscale clients.