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NVIDIA reports fiscal Q2 2027 earnings after the closing bell on Wednesday, August 26, with the analyst call at 5 p.m. ET the single print the entire AI trade is riding on. Wall Street consensus calls for roughly $92 billion in revenue, nearly double the year-ago quarter, but the number that actually moves the stock is the October-quarter guide, where consensus sits at $103-$104 billion and Jefferies and BofA whisper numbers reach $108 billion. Anything below $104 billion could trigger a selloff. On Kalshi's prediction market for Jensen Huang's word choices tonight, traders price "Hyperscaler" at 99%, "Cosmos" at 74%, and "Humanoid" at 62%, while "Tariff" sits at 18% and "Trump" at 8%. Options are pricing a 5% swing in either direction, equivalent to roughly $257 billion in market cap in a single session. NVIDIA has fallen the day after each of its last four earnings reports despite consecutive beats. Join Benzinga's live YouTube coverage for real-time analysis of the print and Jensen'...

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