Nvidia’s third-quarter results out Wednesday will be consequential for investors who are growing increasingly concerned about the artificial intelligence-powered bull market. The company, which makes up roughly 8% of the S & P 500 , is expected to boast strong data center sales on the back of meaningful demand for its upcoming chip cycle. If…
Nvidia’s big earnings day is here, and the bar is high for the chipmaker’s stock to get a boost from its upcoming results. As of Tuesday afternoon, analysts polled by LSEG expected Nvidia to post third-quarter revenue of $54.92 billion. For the company’s fiscal fourth quarter, those covering the stock expect topline guidance of about…
The Nvidia logo is displayed on a building at Nvidia headquarters on August 27, 2025 in Santa Clara, California. Justin Sullivan | Getty Images News | Getty Images This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Here are five key things investors need to know to start the trading day:…
Nvidia earnings, the most important report of the quarter, will be out after Wednesday’s close, and AI rockstar CEO Jensen Huang will be on the hot seat to answer tough questions about the spiraling artificial intelligence spending promises and how these tech companies — big and not so big — are going to pay for…
My top 10 things to watch Tuesday, Nov. 18 1. The S & P 500 was headed for a lower open this morning, putting the benchmark index on track for its fourth consecutive day of losses. That would be the S & P 500’s longest losing streak since August. Big laggards include Club holding Nvidia…
Hedge funds have never been more concentrated in a small cluster of market leaders, a positioning shift that could amplify losses if stocks stumble. The industry’s top 16 holdings now account for 51.4% of hedge funds’ stock portfolios as of the end of August, according to data compiled by Jefferies. That is the highest share…
Stocks such as Palantir Technologies , Taiwan Semiconductor Manufacturing and Super Micro Computer are among the names most correlated to Nvidia’s post-earnings fate. Graphics processing unit maker and artificial intelligence poster child Nvidia next reports earnings after the market closes on Wednesday. LSEG consensus shows that analysts estimate Nvidia will earn $1.25 per share, which…
Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and last look at today. Sign up for free to receive it directly in your inbox. Here’s what CNBC TV’s producers were watching on Tuesday and what’s on the radar for Wednesday’s session. Nvidia The earnings for the…
Every weekday, the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Tuesday’s key moments. 1. The S & P 500 is on pace for its fourth straight losing session as AI-related stock valuations continue to concern investors. It would mark the broad-based index’s worst…
Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and last look at today. Sign up for free to receive it directly in your inbox. Here’s what CNBC TV’s producers were watching on Monday and what’s on the radar for Tuesday’s session. Mohammed bin Salman comes to…