{"id":295606,"date":"2025-11-19T21:07:08","date_gmt":"2025-11-19T21:07:08","guid":{"rendered":"https:\/\/www.newsbeep.com\/au\/295606\/"},"modified":"2025-11-19T21:07:08","modified_gmt":"2025-11-19T21:07:08","slug":"nvidia-to-report-earnings-amid-market-selloff-and-rising-fears-of-ai-crash-nvidia","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/au\/295606\/","title":{"rendered":"Nvidia to report earnings amid market selloff and rising fears of AI crash | Nvidia"},"content":{"rendered":"<p class=\"dcr-130mj7b\">All eyes are on <a href=\"https:\/\/www.theguardian.com\/technology\/nvidia\" data-link-name=\"in body link\" data-component=\"auto-linked-tag\" rel=\"nofollow noopener\" target=\"_blank\">Nvidia<\/a>, the bellwether for the AI industry, as analysts and investors hope the chipmaker\u2019s third-quarter earnings assuage concerns about whether the high-flying valuations of AI firms have peaked.<\/p>\n<p class=\"dcr-130mj7b\">A great deal will ride on how confident Nvidia\u2019s chief executive, Jensen Huang, appears in his forward-looking guidance. Analysts and experts say that although they are largely confident Nvidia will beat Wall Street expectations, they are anxiously awaiting news on the status of industry demand for the firm\u2019s AI chips.<\/p>\n<p class=\"dcr-130mj7b\">\u201cThere is still no doubt that Nvidia is far and away the leader for AI-focused chips,\u201d David Meier, senior analyst at investment website <a href=\"https:\/\/www.fool.com\/contact\/newsroom\/\" data-link-name=\"in body link\" rel=\"nofollow noopener\" target=\"_blank\">the Motley Fool<\/a>, wrote. \u201cSo, I expect revenue, margins, and cash flows to be pretty close to analysts\u2019 estimates. But the valuable information is more likely to come from the commentary about where management sees its markets headed, whether it\u2019s in the AI market or [a] new market the company is currently pursuing.\u201d<\/p>\n<p class=\"dcr-130mj7b\">Shares in Nvidia have been down 7.9% in November after major investors dumped their stocks in the firm. Peter Thiel\u2019s hedge fund, <a href=\"https:\/\/www.reuters.com\/business\/media-telecom\/peter-thiels-fund-offloaded-nvidia-stake-third-quarter-filing-shows-2025-11-17\/\" data-link-name=\"in body link\" rel=\"nofollow noopener\" target=\"_blank\">Thiel Macro<\/a>, sold off its entire stake in the chipmaker in the last quarter. His holdings would have been valued at about $100m, according to a Reuters report. Softbank has also sold off its $5.8bn holdings in the company, further boosting fears of an AI bubble.<\/p>\n<p><a data-ignore=\"global-link-styling\" href=\"#EmailSignup-skip-link-4\" class=\"dcr-jzxpee\">skip past newsletter promotion<\/a><\/p>\n<p class=\"dcr-1xjndtj\">A weekly dive in to how technology is shaping our lives<\/p>\n<p>Privacy Notice: Newsletters may contain information about charities, online ads, and content funded by outside parties. If you do not have an account, we will create a guest account for you on <a data-ignore=\"global-link-styling\" href=\"https:\/\/www.theguardian.com\" rel=\"noreferrer nofollow noopener\" class=\"dcr-1rjy2q9\" target=\"_blank\">theguardian.com<\/a> to send you this newsletter. You can complete full registration at any time. For more information about how we use your data see our <a data-ignore=\"global-link-styling\" href=\"https:\/\/www.theguardian.com\/help\/privacy-policy\" rel=\"noreferrer nofollow noopener\" class=\"dcr-1rjy2q9\" target=\"_blank\">Privacy Policy<\/a>. We use Google reCaptcha to protect our website and the Google <a data-ignore=\"global-link-styling\" href=\"https:\/\/policies.google.com\/privacy\" rel=\"noreferrer nofollow noopener\" class=\"dcr-1rjy2q9\" target=\"_blank\">Privacy Policy<\/a> and <a data-ignore=\"global-link-styling\" href=\"https:\/\/policies.google.com\/terms\" rel=\"noreferrer nofollow noopener\" class=\"dcr-1rjy2q9\" target=\"_blank\">Terms of Service<\/a> apply.<\/p>\n<p id=\"EmailSignup-skip-link-4\" tabindex=\"0\" aria-label=\"after newsletter promotion\" role=\"note\" class=\"dcr-jzxpee\">after newsletter promotion<\/p>\n<p class=\"dcr-130mj7b\">\u201cI do not believe that Nvidia\u2019s growth is sustainable long-term,\u201d said Forrester\u2019s senior analyst Alvin Nguyen. \u201cAI demand is unprecedented, but if there is a market correction due to supply meeting demand or a slowdown in the pace of innovation\/businesses getting used to the pace, I expect that the continued growth in Nvidia share value will slow down.\u201d<\/p>\n<p class=\"dcr-130mj7b\">The company is expected to report $1.26 in earnings per share on $54.9bn in overall revenues and $49bn in datacenter sales. That\u2019s a 56% jump in year-over-year overall revenues.<\/p>\n<p class=\"dcr-130mj7b\">Wall Street is also expecting the company to project $62.2bn in revenue for the fourth quarter of the year. Earnings that fall short of any of these numbers may lead to a tepid market reaction. <a href=\"https:\/\/www.theguardian.com\/technology\/2025\/aug\/27\/nvidia-second-quarter-earnings\" data-link-name=\"in body link\" rel=\"nofollow noopener\" target=\"_blank\">Last quarter,<\/a> the company beat most of Wall Street\u2019s expectations except for datacenter sales prompting a 2.3% drop in after-hours trading.<\/p>\n","protected":false},"excerpt":{"rendered":"All eyes are on Nvidia, the bellwether for the AI industry, as analysts and investors hope the chipmaker\u2019s&hellip;\n","protected":false},"author":2,"featured_media":295607,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[256,254,255,64,63,105],"class_list":{"0":"post-295606","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-au","12":"tag-australia","13":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/295606","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/comments?post=295606"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/295606\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media\/295607"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media?parent=295606"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/categories?post=295606"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/tags?post=295606"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}