3 stocks to watch as NVIDIA earnings approach 🚨 The biggest report of the year drops Wednesday

Added: 2026-05-25

[00:00:00]Three stocks to watch this week, as Wall Street braces for the biggest earnings report of the year. For educational purposes only and not financial advice.

[00:00:08]This Wednesday, Nvidia reports earnings.

[00:00:10]The single most important event for the stock market right now. A beat sends AI stocks soaring. A miss could crack the whole rally. Here are three names positioned for it. Pick one. Nvidia itself, ticker NVDA. The stock heads into earnings on a 7-day winning streak.

[00:00:27]Analysts expect data center revenue to grow over 60% again. A beat and raise sends the AI trade higher. Pick two.

[00:00:36]Rackspace Technology, ticker RXT. May's biggest winner, surging over 160% on AI infrastructure partnerships. Analysts upgraded it to buy with targets above $15. A smaller high beta way to play the same AI buildout. High risk, high reward. Pick three. DaVita, ticker DVA.

[00:00:55]Not every pick is an AI bet. DaVita is a dialysis healthcare leader, up over 70% this year. 40% earnings growth expected.

[00:01:03]A smart defensive hedge if the AI trade gets shaky after Wednesday. Here's the truth. This week is binary. Nvidia's report Wednesday sets the tone for everything. Position carefully, do not chase. Drop a comment. Bullish or bearish on Nvidia? Subscribe for stock picks every week.