Nvidia earnings aren’t make-or-break for the whole market anymore: Morning Brief
Published On Feb 21, 2025, 6:00 AM
Nvidia's upcoming earnings report, set for February 26, is generating attention but is no longer the decisive event for the overall market as it has been in past years. The company's contributions to the S&P 500 gains have decreased significantly from 20% in 2024 to about 5% this year, indicating a broadening market where other companies are also gaining traction. Although Nvidia is still a critical player in the AI industry and holds a significant market share, its growth appears to be slowing with a projected revenue increase of 73%, down from much higher growth rates in previous years. Recent stock performance following earnings reports has shown mixed results, suggesting volatility even after positive earnings announcements.
Stock Forecasts
NVDA
Negative
Nvidia remains a key player in the AI sector and overall market, but signs of slowing growth may influence investor sentiment negatively. The anticipated revenue growth is impressive by general standards but represents a decline from prior years, leading to cautious optimism rather than euphoria.
Related News
Stock market today: S&P 500, Dow, Nasdaq futures hit pause with fresh tariffs, Fed minutes in focus
Feb 19, 2025, 6:29 AM
Investors are weighig Trump's latest tariff salvo and waiting for Fed minutes for insight into future policy.
Trump plans 25% auto tariffs to reshape US trade policy
Feb 18, 2025, 4:28 PM
U.S. President Donald Trump said on Tuesday auto tariffs will be around 25% and he will have more to share on the topic on April 2. On Friday, Trump said levies on automobiles would come as soon as April 2, the day after members of his cabinet are due to deliver reports to him outlining options for a range of import duties as he seeks to reshape global trade. Trump has long pointed to what he calls unfair treatment of U.S. automotive exports in foreign markets.
Musk Debuts Grok-3 AI Chatbot to Rival OpenAI, DeepSeek
Feb 18, 2025, 6:04 AM
(Bloomberg) -- Elon Musk’s artificial intelligence startup xAI debuted its updated Grok-3 model, showcasing a version of the chatbot technology to challenge OpenAI days after the billionaire’s unsolicited cash bid to buy the company was rejected. Most Read from BloombergWhy Barcelona Bought the Building That Symbolizes Its Housing CrisisProgressive Portland Plots a ComebackPor qué Barcelona compró el edificio que simboliza su crisis inmobiliariaA Filmmaker’s Surreal Journey Into His Own Private