NVIDIA (NASDAQ:NVDA) is scheduled to report its earnings on Wednesday, November 19, 2025.
Tech slumps ahead of Nvidia earnings, but ETFs like KNCT, LEGR and XT have shown upside in recent weeks, with low valuations and rising momentum.
Shares of NVIDIA Corp. (NASDAQ:NVDA) lost 4.32% over the past five trading sessions after losing 1.87%% the five prior.
Investors still believe in tech. But it worries them as well.
Nvidia stock was dropping with sentiment souring on technology stocks ahead of the chip maker's earnings.
Nvidia's earnings report on Wednesday could trigger a $320 billion swing in the chipmaker's market value — the largest post-earnings move ever for the AI giant — as investors seek signals about whether the artificial intelligence boom is accelerating or cooling.
Nvidia is set to report its latest quarterly results after the closing bell Wednesday, with traders expecting a big move in the AI chipmaker's stock.
Nvidia Corporation remains a top AI chip play, with strong demand and robust growth projections ahead of its FQ3 '26 earnings report this week. The AI GPU company is expected to post significant revenue and EPS growth, with consensus estimates pointing to a massive sequential jump and continued outperformance. Despite market fears of an AI bubble, NVDA stock trades at reasonable multiples relative to its growth, lacking the premium valuation typical of bubbles.
It's been a very strong quarter for big tech earnings, but that meant much for the share prices of the season's earnings beaters.
Many investors have taken a glass-half-full view of markets lately. But others see the glass as cracked.
Arm on Monday said that central processing units based on its technology will be able to integrate with AI chips using Nvidia's NVLink Fusion technology. The move will make it easier for customers of both companies to pair Arm-based Neoverse CPUs with Nvidia's dominant graphics processing units.
In August I wrote an investment piece titled "AI Bubble Talk is Cheap" for Zacks Confidential to highlight the facts and figures of the 5th industrial revolution being driven by companies like NVIDIA ( NVDA ), Taiwan Semiconductor ( TSM ), and OpenAI. So I've spent no small amount of time since August continuing to collect the "AI Bubble" arguments and pit them against sound research from AI investment wizards like Coatue Management.