NVIDIA's stock price has risen 11.8% year-to-date, but it has lagged behind its main competitors and briefly ceded the title of the world's most valuable company to Apple last month. Analysts on average expect NVIDIA's second-quarter revenue to double year-over-year to $92.18 billion, the fastest growth in seven quarters, driven primarily by more than a threefold increase in data center sales. Investors are closely watching how quickly NVIDIA can transition its customers from Blackwell chips to the next-generation Vera Rubin processors, which are expected to begin shipping this fall. In addition, NVIDIA's "financial engineering" initiatives are under market scrutiny, as the company assisted its AI infrastructure clients in securing $500 billion in financing from six major U.S. financial institutions this month, and last week agreed to guarantee up to $105 billion to help OpenAI lease a large data center in Ohio for 20 years.