Here are the 5 big things we’re watching in the stock market this week

This week, Wall Street’s focus centers on several key developments, particularly related to artificial intelligence and software sectors. Most notably, Nvidia’s upcoming earnings report is highly anticipated, as the company remains a dominant player in the AI chip market. Nvidia continues to defy skepticism surrounding AI infrastructure spending, standing out as the only megacap tech stock with gains in 2026 despite broader doubts about returns on vast AI investments. The company has shipped over 6 million Blackwell GPUs in the last year and anticipates significant revenue from its Blackwell and upcoming Rubin chips. Notably, Nvidia recently acquired assets from the AI chip startup Groq for about $20 billion, signaling its aggressive expansion strategy.

Alongside Nvidia, Salesforce’s earnings and their insights on software trends are also on investors’ watchlists, reflecting broader sentiment in enterprise software and cloud services. Market participants are closely monitoring these reports to gauge demand and innovation within AI-driven software markets.

The attention toward Nvidia’s financial results highlights broader themes shaping the market, including AI’s role in driving capital expenditures, corporate strategies in software development, and investor sentiment amid rising AI skepticism. These factors collectively shape investment strategies and market dynamics this week, with Nvidia’s earnings serving as a critical barometer for AI-related market confidence.