Nvidia Stock May Dip. Vertiv, Supermicro And CoreWeave Could Drop With $NVDA https://t.co/BqOPenX5S7 ...

Elon Musk and Nvidia’s Jensen Huang said they were teaming up with Saudi Arabia’s artificial-intelligence company, Humain, to build a data center https://t.co/MDupmZ42YS ...

The US stock market remained steady on Wednesday as traders geared up for Nvidia's blockbuster earnings after the close. The S&P 500 is flatlining near 6,637, up just 0.3%, while the Dow is ticking up... ...

The Dow Jones Industrial Average (^DJI) was up 5.67 points, or 0.0123%, today, reaching 46097.41. This modest gain suggests a relatively stable but mixed trading session for the blue-chip index. Dow Futures (YM=F) also indicated a slightly positive sentiment, up 37.00 points, or 0.0801%, at 46221.00. The main narrative driving the market appeared to be a blend of continued optimism in select technology and industrial sectors, counterbalanced by significant pullbacks in other key areas, preventing a stronger ...

Key TakeawaysNVIDIA's (NVDA) upcoming earnings report is poised to be a critical market stress test, with Wall Street scrutinizing whether a projected 50%+ surge in profit and revenue can justify the aggressive AI spending or expose an overstretched AI trade.Trump administration aides are reportedly slow-walking promised semiconductor tariffs on China, fearing potential supply shocks in rare earths, though "triple-digit duties" could still be imposed without warning.Abbott Laboratories (ABT) is reportedly n ...

U.S. equity markets are showing signs of a rebound in afternoon trading on Wednesday, November 19, 2025, as investors digest a flurry of corporate earnings and eagerly await the highly anticipated quarterly results from artificial intelligence (AI) chipmaker Nvidia (NVDA) after the closing bell. Major indexes are looking to snap recent losing streaks, with technology and communication services leading the charge.Major Index PerformanceThe benchmark S&P 500 Index is up 0.2% to 0.4% in afternoon trading, aimi ...

Peter Thiel’s hedge fund, Thiel Macro, revealed in a regulatory filing late last week that it sold its entire stake in AI bellwether Nvidia during the third quarter. https://t.co/F49GFiVhqy ...

Joining me now is Lo Tony, founding managing partner at Plexo Capital and the CNBC contributor. Low, all that stuff about the durability of AI demand Jensen talks about every quarter. And I mean, we're not even going to talk about what happens if he misses numbers because oh my goodness, uh, he's got to make the numbers and then some, right.So, what more can happen to keep this train rolling. Well, everyone looks to signals for boom versus bust and for this moment, it's a bellweather moment because it's mor ...

Core Insights - Nvidia's performance is critical to the AI market, with significant expectations for its earnings and market direction [2][4][6] - Analysts are closely monitoring Nvidia's ability to exceed earnings expectations, as meeting them may be perceived negatively [3][6] - There is skepticism regarding the sustainability of AI demand and the potential for a slowdown in growth, which could impact Nvidia [4][9] Company Performance - Nvidia is under pressure to deliver strong results, with analysts noting that the company has consistently met high expectations, but future quarters may become increasingly challenging [6][7] - The current market sentiment suggests that Nvidia's stock may be overvalued, with concerns about the cyclical nature of the semiconductor industry [8][9] Industry Trends - The AI sector is expected to require substantial infrastructure investment, with Morgan Stanley estimating a need for approximately $3 trillion over the next five years [11] - A significant portion of this investment may need to be financed through debt, indicating a shift in how companies manage their capital [12][13] - The emergence of large language models (LLMs) poses challenges for software companies, as there are concerns about potential commoditization of their services [10][15]

All right, Stacy Rascan, Malcolm Ethridge, Dan [music] Greenhouse, Lauren Goodwin, Sher Paul, that's who's joining us on Closing Bell today, 3:00 Eastern time. It'll [music] be the final stretch, the final stretch into Nvidia's earnings in overtime. So, we got a lot to talk about and I hope you'll join us then 3:00.Bin, I know you'll be watching because you own Nvidia. What's your final trade. Definitely free port, but you can also sell the February 45 calls, collect $2.15%.If it gets called away, it would ...