Nvidia earnings report expected Wednesday, Marvell follows Thursday

Nvidia releases its Q2 FY2027 earnings on Wednesday, August 26, with Marvell Technology following one day later. Wall Street expects Nvidia to post earnings per share of $2.07, reflecting continued confidence in a company that reported record revenue of $68.1 billion in Q4 FY2026, a 73% jump from the year prior. Marvell’s consensus EPS sits at $0.87. Options markets are paying attention The options market tells its own story ahead of Nvidia’s report. Open interest sits near 15 million contracts, a number that’s actually slightly below the stock’s 52-week average. The original market intelligence noted that “high-performing wallets” are positioned ahead of earnings, suggesting that sophisticated traders have already placed their bets. Marvell’s options activity, by contrast, reflects a more balanced sentiment, with neither bulls nor bears dominating the flow. The Marvell-Nvidia connection deepens On August 3, Marvell announced a collaboration with Nvidia centered on NVLink Fusion Technology, effectively embedding itself deeper into Nvidia’s AI ecosystem. Marvell’s role in that architecture focuses on networking and storage solutions. What the numbers will actually tell us Nvidia’s Q...