A quick look | NVIDIA's Earnings Report Preview Collection is here!
After tonight's post-market! Why does NVIDIA's earnings report "must greatly exceed expectations"? What kind of performance can satisfy the market? What key indicators to look at? Will the success of the US stock market depend on NVIDIA? Will it ignite the options market? Read this article to understand it all!
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NVIDIA's Earnings Report Tonight: What Kind of Performance Can Withstand the Pressure? "NVIDIA, the 'AI leader,' will take the stage in the finale of the U.S. stock earnings season tonight. With the weight of 'hope for the whole village' on its shoulders, NVIDIA's earnings report not only needs to be 'good,' but also 'very good,' with revenue guidance for the future not only optimistic but 'very optimistic.'
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Goldman Sachs: NVIDIA is Currently the "Most Important Stock on Earth," Tonight's Earnings Report "Must" Exceed Expectations Is the surge in NVIDIA's stock price ignited by a "epic" gamma squeeze? Goldman Sachs warns: NVIDIA's performance is expected to significantly exceed expectations, but under the gamma squeeze, the stock price may experience a pullback.
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Expected Triple Revenue Growth! Does NVIDIA Still Need to "Exceed Expectations"? Given the continuous high demand for NVIDIA's AI chips, its Q4 revenue is expected to grow by more than three times. However, even with such strong growth, it may still disappoint some investors, as they have become accustomed to NVIDIA repeatedly outperforming analysts' expectations.
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Stock Price Plunges on the Eve of Earnings Report Disclosure, NVIDIA Faces a "Severe" Test? With the fourth-quarter performance widely anticipated, why did NVIDIA experience a significant drop in stock price on the eve of the earnings report disclosure? The key may lie in the fact that NVIDIA's potentially significant fourth-quarter performance growth has already been priced in.
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What to Watch in NVIDIA's Earnings Report? Morgan Stanley: Earnings Guidance, B100 Are Key Morgan Stanley believes that there are no signs of cooling demand for NVIDIA's chips in the market, and expects NVIDIA's Q4 earnings report to continue to demonstrate strong profitability. The earnings report is likely to once again exceed market expectations, benefiting from the emergence of B100 and a clear business layout, with revenue guidance expected to remain optimistic.
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On the Eve of the Earnings Report, NVIDIA "Offers Another Carrot"
The options market pricing currently predicts that on the first trading day after the earnings report, NVIDIA's stock price will fluctuate by around 10.6%, potentially setting a record for the largest single-day fluctuation ever, leading to a $170 billion change in NVIDIA's market value.
"People have put in almost all of their cash, heavily relying on NVIDIA. If there are issues, I feel there could be a chain sell-off, and zero-day options may start to have a negative impact."
"Wall Street generally expects NVIDIA's performance to once again significantly exceed expectations and achieve growth, all related to the speed of spending on data center AI-driven applications, as NVIDIA's GPU is the only choice for running generative AI applications."
Last week, the US CPI and PPI "double hit", the expected interest rate cut was postponed, seemingly not making investors very nervous. Market attention has now turned to NVIDIA's earnings report. Investors generally believe that whether the AI boom can continue is the key issue determining the outlook for the US stock market.
As a super heavyweight stock, NVIDIA has contributed about 25% of the S&P 500 index's gains so far this year. Analysts say that the current bullish options heavily bet on NVIDIA and other AI stocks. Once NVIDIA announces its earnings report, the implied volatility of the entire options market may decrease, causing the prices of bullish options for NVIDIA-related stocks to fall, leading to a market correction.
