Benzinga poll results reveal that 84% of its "PreMarket Playbook" viewers have owned Nvidia Corporation (NASDAQ: NVDA) stock at some point. The survey, conducted ahead of the company's second-quarter financial results, highlights strong retail investor engagement with the chipmaker.

Nvidia Stock Ownership

The poll, which gathered responses from 216 viewers on August 25, 2026, asked participants to categorize their relationship with Nvidia stock. The breakdown indicates high historical participation and significant current holdings.

The data shows that while 45% of respondents have traded Nvidia in the past but no longer hold shares, a substantial 39% maintain current positions. Only 16% reported never owning the stock directly, excluding indirect exposure through exchange-traded funds or mutual funds.

Comparing with Tesla, Apple Stock

Benzinga previously conducted similar polls for other major technology stocks, allowing for direct comparison of retail interest. The results from 214 viewers each for Tesla Inc (NASDAQ: TSLA) and Apple Inc (NASDAQ: AAPL) show lower overall engagement levels.

Nvidia's 84% historical ownership rate exceeds Tesla's 73% and Apple's 64%. In terms of current holdings, Nvidia also leads with 39%, compared to 23% for Apple and 20% for Tesla.

What the Numbers Show

The divergence between past trading and current ownership is notable across all three stocks. For Tesla, 53% of viewers traded the stock previously but do not currently own it, the highest exit rate among the three. In contrast, Nvidia retains a higher proportion of its past traders as current holders (39% current vs 45% past-only), suggesting stronger sustained investor confidence relative to its peers in this specific viewer demographic.

Search Trends

These ownership figures align with search activity on Benzinga Pro during the first half of 2026. Nvidia ranked third, Tesla fourth, and Apple sixth for most searched tickers, reinforcing their status as top priorities for retail investors.

Nvidia Corp. (NASDAQ: NVDA) reports second-quarter earnings after market close today, with the conference call scheduled for 5 p.m. ET. Analysts project earnings per share of approximately $2.09 on revenue near $92 billion, roughly double the year-ago quarter.

Prediction markets indicate high confidence in a positive outcome. Polymarket assigns a 97% probability to Nvidia beating earnings estimates. However, the stock has fallen the day after each of its last four reports, according to Bespoke, despite being up about 12% this year.

What Traders Expect Nvidia to Say

Kalshi prediction markets reveal which topics CEO Jensen Huang is likely to emphasize. "Hyperscaler" leads the board at 99%. Nvidia recently created a new reporting category for public clouds and major consumer internet companies. Fund manager Dan Niles notes that capital spending for these entities surged 92% year over year.

Physical AI terms are also favored:

• "Cosmos," the platform for training robots and self-driving systems, trades at 74%.
• "Self Driving" trades at 64%.
• "Humanoid" trades at 62%.
• "Omniverse," for simulating digital replicas of factories, trades at 58%.
• "Gaming" sits at 63%, though it now falls under Edge Computing, which generated less than 8% of total revenue last quarter.

What Traders Expect Nvidia to Skip

Traders anticipate minimal discussion of geopolitical risks or specific partnerships. "TSMC" trades at 41%, compared with just 18% for "Taiwan." As Rubin chips begin shipping this autumn, traders expect Huang to name manufacturer Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) rather than discuss regional risks.

Other low-probability mentions include:

• "Tariff" at 18%
• "Trump" at 8%
• "H20," the chip built for the China market, at 11%. Nvidia’s outlook assumes zero China data center compute revenue.
• "GM" at 4%, despite a partnership struck at last year’s GTC conference.

What the Numbers Show

The divergence between consensus guidance and analyst models creates a higher unofficial hurdle for Nvidia. While Wall Street expects third-quarter revenue guidance of roughly $104 billion, Jefferies models $108 billion and UBS suggests it could exceed $110 billion. Morgan Stanley estimates Rubin could contribute nearly $9 billion during the quarter. Consequently, guidance near the $104 billion consensus could be viewed as disappointing even if it meets expectations, given the potential contribution from new products.

Market Reaction Risks

Nvidia options imply a 5.6% post-earnings move in either direction, equivalent to roughly $286 billion in market value, according to Benzinga Pro. Siebert CIO Mark Malek argues that Nvidia could deliver "the greatest quarter in the history of the semiconductor industry" and still see no stock appreciation without a new narrative catalyst.