Investors are holding their breath for perhaps the most influential earnings in a long while, with the poster child of the AI boom, Nvidia, set to report another blockbuster quarter. And yet investors, who have seen the stock skyrocket in the past 18 months on the back of AI frenzy, may still be disappointed if the chipmaker is unable to maintain its astonishing growth. Market participants have scaled back expectations for early and steep interest rate cuts and now anticipate June to be the starting point of the easing cycle.