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The broad-based S&P 500 has gained 73%, while the tech-heavy Nasdaq Composite is up 99% (as of this writing). That's well ahead of the average stock return of 10% annually. Most experts agree that artificial intelligence (AI) has played a pivotal role in the market's ascent.In recent months, many software-as-a-service (SaaS) stocks have been in freefall. Recently released AI tools have sparked fears that they could displace many existing accounting, legal, or sales software offerings, prompting some investors to abandon ship.Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks »Two critical financial reports will be released after the market close on Wednesday, offering crucial insight into the current state of the AI revolution and its implications for the future -- so Thursday could be a big day for the stock market.Image source: Nvidia.Nvidia (NASDAQ: NVDA) has been one of the undisputed beneficiaries of the advent of AI, with the stock up 1,200% since the start of early 2023. The company's graphics processing units (GPUs) have become the gold standard for running AI models in data centers, driving Nvidia's revenue and profit to record levels. As such, the company has become a bellwether for the state of AI, so all eyes will be on Nvidia when it reports the results of its fiscal 2026 fourth quarter (ended Jan. 26).The company's third-quarter results were telling. Revenue of $57 billion jumped 62% year over year and 22% quarter over quarter. This drove diluted earnings per share (EPS) to $1.30, up 67%. CEO Jensen Huang noted that sales of Nvidia's Blackwell chips were "off the charts, and cloud GPUs are sold out."Management is forecasting accelerating growth in Q4, guiding for record revenue of $65 billion, or growth of 65%, and adjusted EPS of $1.45, an increase of 63%. Wall Street is equally bullish, with analysts' consensus estimates calling for revenue of $65.7 billion and adjusted EPS of $1.53.Investors will be watching closely to see if Nvidia meets or exceeds its guidance and Wall Street's expectations. Perhaps more importantly, they will be parsing management's comments for insight into the ongoing demand for its AI-centric processors.Nvidia represents a key holding in the S&P 500, making up approximately 7.4% of the weighted index, so it can also have a disproportionate impact on its movement. The company's report could fuel big gains -- or losses -- on Thursday.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P Futures6,891.75 -31.50 (-0.45%)Dow Futures49,476.00 -198.00 (-0.40%)Nasdaq Futures24,933.00 -134.50 (-0.54%)Russell 2000 Futures2,650.50 -18.30 (-0.69%)VIX20.48 +1.39 (+7.29%)Gold5,161.80 +80.90 (+1.59%)Trending tickersBTC-USD Bitcoin USD 65,809.01 -2,171.25 (-3.19%)ETH-USD Ethereum USD 1,884.86 -87.86 (-4.45%)NQ=F Nasdaq 100 Mar 26 24,931.75 -135.75 (-0.54%)XRP-USD XRP USD 1.37 -0.05 (-3.66%)SI=F Silver Mar 26 86.18 +3.84 (+4.66%)PortfolioSign in to access your portfolioSign inTop gainersRNG RingCentral, Inc. 39.50 +10.11 (+34.40%)LGN Legence Corp. 55.24 +7.96 (+16.84%)TLX Telix Pharmaceuticals Limited 7.69 +0.98 (+14.61%)SYRE Spyre Therapeutics, Inc. 43.21 +5.40 (+14.28%)FSM Fortuna Mining Corp. 12.27 +1.37 (+12.57%)Top losersFROG JFrog Ltd. 37.75 -12.54 (-24.94%)DNOW DNOW Inc. 13.23 -3.13 (-19.13%)CC The Chemours Company 17.04 -3.37 (-16.51%)AKAM Akamai Technologies, Inc. 94.17 -15.42 (-14.07%)RGC Regencell Bioscience Holdings Limited 29.17 -4.29 (-12.82%)Most activeNVDA NVIDIA Corporation 189.82 +1.92 (+1.02%)OPEN Opendoor Technologies Inc. 5.0000 +0.3500 (+7.53%)ONDS Ondas Inc. 10.03 -1.36 (-11.94%)INTC Intel Corporation 44.11 -0.51 (-1.14%)PLUG Plug Power Inc. 1.8700 -0.0400 (-2.09%)Top economic eventsEarnings eventsMy earnings eventsEarnings events