By Edward Helmore
Publication Date: 2025-11-19 23:47:00
Market expectations surrounding the quarterly earnings report of the world’s most valuable listed company on Wednesday were at full speed. The fear of billions of dollars in investments in artificial intelligence was omnipresent, also because the recent government shutdown meant that the USA had no reliable economic data available.
Investors were hoping both questions would be partially answered by Nvidia’s earnings and a jobs report due out Thursday morning.
“This is a ‘this is how Nvidia goes, this is how the market goes’ report,” Scott Martin, chief investment officer at Kingsview Wealth Management, told Bloomberg in a succinct summary of market sentiment.
The prospect of a shift in market sentiment had been building in the run-up to the earnings release, with options markets expecting Nvidia shares to rise or fall by 6%, or $280 billion, in value. Julian Emanuel, chief equity strategist at Evercore ISI, told the Financial Times that “the fear of ‘Peak AI’ was palpable.”
The fear is just…
