Google I/O Gemini 4 keynote; NVIDIA earnings D-1 at consensus $79B

Google I/O keynote May 20, 2 AM KST, to debut Gemini Ultra/Pro/Flash tier updates, Project Astra, and Android XR glasses. BofA raises Alphabet PT to $430. NVIDIA posts after close May 20: consensus $79.17B revenue (+79.5% YoY), EPS $1.78, Q2 guidance $87B—Polymarket prices 97% beat odds.