U.S. indexes slipped from recent peaks while traders awaited Nvidia's upcoming report. The chip maker posted eye‑popping revenue growth in 2025 and early 2026, driven by its new Blackwell AI platform. A US export curtailment in China added a $4.5 billion hit, yet the stock still rose 18% YTD. Analysts see Q3 revenue hitting $52 billion, keeping Nvidia at the heart of the AI rally.