Nvidia(US:NVDA) Benzinga·2025-11-17 20:48Group 1: Nvidia Earnings Report - Nvidia's earnings report is highly anticipated, with a focus on datacenter revenue and gross margins due to recent volatility in AI-infrastructure stocks [1] - Wall Street projects a 55% year-over-year growth in datacenter revenue and gross margins near 73%, driven by rising average selling prices (ASPs) and significant order backlogs estimated at over $500 billion through 2026 [2] - The guidance from Nvidia will be crucial, as investors seek confirmation of strong hyperscaler demand extending into 2025; any weakness in datacenter growth or margins could lead to rapid market reactions [2] Group 2: Cryptocurrency Market - The cryptocurrency market is currently in a bear phase, with Bitcoin trading at $94,000, down 25.5% from its all-time high of $126,200, while Ethereum is at $3,100, down 37.4% from its peak of $4,955 [3] - The market is experiencing tightening liquidity and a decrease in risk appetite, leading to defensive trading strategies [5] - Long-term investors are advised to consider disciplined dollar-cost averaging (DCA) strategies, as Bitcoin's recovery to key moving averages is uncertain [5] Group 3: Economic Indicators - The upcoming BLS non-farm payrolls and unemployment data for September is a significant macroeconomic catalyst, with weak data potentially heightening recession fears and impacting market sentiment [6] - If the BLS data aligns with expectations, it could provide relief to the market, enhancing stability and confidence in potential rate cuts by year-end [8] - Conversely, a strong jobs report could lead to increased yields, adding pressure to already fragile growth and cryptocurrency markets [8]