The fortunes of certain stocks are very closely linked to Nvidia ‘s fate, a study of market correlations show. Here are the ones to watch. AI poster child Nvidia will report its fiscal second-quarter earnings after Wednesday’s closing bell, and Wall Street is expecting another blowout quarter. LSEG consensus shows that analysts estimate Nvidia will…
Nvidia CEO Jensen Huang attends the “Winning the AI Race” Summit in Washington D.C., U.S., July 23, 2025. Kent Nishimura | Reuters Nvidia reports fiscal second-quarter earnings on Wednesday after the bell. Here’s how Nvidia is expected to do versus LSEG consensus estimates: Earnings per share: $1.01, adjusted Revenue: $46.02 billion That would represent 53%…
My top 10 things to watch Wednesday, Aug. 27 1. It’s Nvidia day. In a preview for Club members, we outlined four burning questions for tonight’s call, including what’s happening with orders for the newest Blackwell chip, the GB300, and details on the total cost of ownership for its market-leading tech. China and margins also in…
European markets are heading for a higher open Wednesday as traders gear up for a quarterly earnings report from chipmaker Nvidia. The Nasdaq-listed stock has become a bellwether for the global technology sector, particularly regarding the progress of the artificial intelligence boom, as its major corporate customers include Microsoft, Google, Meta and Amazon. Its value…
CNBC’s Jim Cramer on Monday told investors why he thinks President Donald Trump’s unprecedented effort to remove a Federal Reserve Board governor won’t substantially impact the market. “There have been so many shocking things coming from the White House that they’re no longer shocking,” he said. “At some point, this stuff gets priced in.” On…
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. Cracker Barrel They’re bringing the…
Club holding and AI trade bellwether Nvidia is set to release earnings after the close Wednesday — a hotly anticipated report with market-moving implications, to say the least. As Jim Cramer put it earlier Tuesday: “Nvidia is the most important stock in the market.” While all this hype can be a burden, Nvidia’s status as…
After a week of bearish action, Federal Reserve Chair Jerome Powell’s Jackson Hole remarks were a welcome curveball. Most indexes ripped almost 2% on Friday on hints that a rate-cut cycle could kick off in September. Rate cuts are a tailwind for growth, and tech sits squarely in that lane. Most of the “Magnificent Seven”…
European stock markets opened sharply lower on Tuesday, pulled down by French equities as traders monitored the potential for a no confidence vote in the government next month. France’s CAC 40 index plummeted more than 2% in early deals after the country’s three main opposition parties said they would not back a confidence vote called by…
People crossing the street in Shibuya, Tokyo. Maydays | Moment | Getty Images Asia-Pacific markets mostly fell Tuesday, as investors weighed U.S. President Donald Trump’s escalatory rhetoric on tariffs. Trump reportedly threatened to “200% tariffs or something” on China if it does not export rare-earth magnets to the U.S, while also warning levies on countries…