NVDA Dec 2025 75.000 call
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Nvidia's 'secret sauce' isn't just its chips, strategist says
Nvidia (NVDA) is scheduled to report fiscal first-quarter earnings results after the market's closing bell on Wednesday, May 22. All eyes are on the chip maker as Wall Street analysts expect its latest figures could be the next big 2024 market catalyst. Niles Investment Management Founder and Portfolio Manager Dan Niles joins Josh Lipton on Yahoo Finance's Asking for a Trend to talk about the trajectory of Nvidia's stock going into this earnings print — up already 98% year-to-date — and the timeline of its new Blackwell GPU. "And if you think about the prior quarter, expectations were sky-high going into that as well and the stock still rallied about 16% after the print," Niles says. "Today was interesting in that you got a headline that I would have thought would have knocked the stock down, which was Amazon Web Services confirming through a spokesperson that they were taking some of the orders they had for the current generation of chips and moving those to the next generation of chips coming out called Blackwell, which comes out later this year." For more expert insight and the latest market action, click here to watch this full episode of Asking for a Trend. This post was written by Luke Carberry Mogan.
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This industry is getting a boost from the AI race: Strategist
As investors await Nvidia's (NVDA) highly anticipated earnings report, Raymond James Managing Director Pavel Molchanov joins Market Domination Overtime to discuss how the utilities sector is benefiting from the artificial intelligence race. "If data centers, for the first time in 20 years, create growth overall in US power demand, that is a very good thing for utility companies across the board," Molchanov explains. He anticipates growth between 2 and 3% per year as the AI race heats up. The strategist also points to specific areas of data center growth, like Virginia and Ohio, where electricity prices are more affordable. He says that investors looking to get in on the AI utilities play should pay close attention to GE Vernova (GEV): "GE Vernova does everything for the grid: natural gas, nuclear, hydro, wind, and also all the infrastructure, so the transmission networks, the power software for utilities. This company does it all, and half of its revenue is recurring." For more expert insight and the latest market action, click here to watch this full episode of Market Domination Overtime. This post was written by Melanie Riehl
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What Nvidia, consumer spending signal for the market: Catalysts
On today's episode of Catalysts, Hosts Seana Smith and Madison Mills break down key market trends and the trading day's biggest stories. As Nvidia (NVDA) is set to report its earnings this week, HSBC Global Private Banking and Wealth Management Americas CIO Jose Rasco joins the show to discuss how the chip company and the overall AI push may impact the market (^DJI,^GSPC, ^IXIC). He explains that new technology, like artificial intelligence, is diffusing across all sectors as companies seek to find efficiencies and expand revenue. Rasco adds that Nvidia and the AI boom will ultimately drive deflation in the market, ultimately resulting in lower prices for goods and services. However, there are some geopolitical pressures facing the chip sector. ASML (ASML) and Taiwan Semiconductor Manufacturing Company (TSM) could disable their chip machines remotely if China were to invade Taiwan, according to a report from Bloomberg. JPMorgan Chase (JPM) CEO Jamie Dimon sparked speculation about his potential resignation after pivoting from his usual stance during the company's annual investor day and saying that his remaining time at the company is no longer five years. Yahoo Finance's David Hollerith explains what this means for the company's future and who might be considered to succeed Dimon. Lowe's (LOW) topped Wall Street's first quarter earnings estimates, posting revenue of $21.36 billion and gains of $3.06 per share. While consumer spending remains low, CEO Marvin Ellison points to loyalty programs and online spending as areas offsetting pullback concerns. Meanwhile, Peloton (PTON) is having a more difficult time dealing with the consumer sales slump as the home fitness company announced it is starting the sale of a $1 billion loan offering. Wendy's (WEN) and (TGT) both announced new initiatives to draw consumers back to their stores, from a $3 breakfast value meal to price cuts on five thousand items. This post was written by Melanie Riehl
