While many analysts still count Nvidia as a top tech pick, they're also cautious on overhangs related to China restrictions and tariffs.

Chris Caso, Wolfe Research senior analyst, joins 'Squawk Box' to preview Nvidia's quarterly earnings results, what to expect from the tech giant, and more.

Nvidia Corp. is projected to deliver around $19 billion in net income on revenue of $43 billion in the first quarter, up 31% and 66%, respectively, from the same period a year ago. The company is due to deliver its first-quarter earnings report after the bell Wednesday with a focus on the supply of computer systems based on its new Blackwell chips.

The backdrop Nvidia's fourth quarter earnings results, released earlier this year, on February 26th, exceeded expectations. <li /> E

Nvidia is slated to report fiscal first-quarter results after the market closes Wednesday, with Wall Street expecting another record quarter from the world's second-most valuable company.

Nvidia is scheduled to release its Q1 earnings report at 4:20PM ET on Wednesday. A call with CEO Jensen Huang is set for 5:00PM ET. The AI chipmaker’s results will serve as a crucial test for both the tech sector and the broader market.

Explore NVIDIA's Q1 2025 earnings expectations, driven by AI demand and impacted by U.S.-China trade tensions. Get insights on revenue forecasts, challenges, and market sentiment.

As attention moves beyond the April quarter and firmly into the July quarter, there could be good news for Nvidia investors. While the $45 billion midpoint of Nvidia's guidance for the period was technically below the consensus view,

Nvidia's Q1 2025 earnings are set for release on Wednesday. Analysts expect strong revenue growth driven by AI demand.