By Peter Cohan
Publication Date: 2025-11-15 15:16:00
Victorian style homes and orange barricades along narrow residential street during utility construction, in the Hayes Valley neighborhood of San Francisco, known locally as Cerebral Valley due to the large number of artificial intelligence industry workers present in the area, August 19, 2025. (Photo by Smith Collection/Gado/Getty Images)
Gado via Getty Images
Nvidia stock will move the market this coming Wednesday night, says CNBC’s Jim Cramer.
That’s because Nov. 19, the AI chip designer will deliver a third quarter earnings report that could shake the markets up or down, noted CNBC.
If Nvidia beats expectations, raises guidance, has maintained its lead over AMD, and says the company’s new Vera Rubin line of chips is ready to go, $NVDA could rise. Otherwise, look out below, concluded Cramer.
Along with OpenAI, Nvidia is the co-leader of the booming generative AI industry. Without the continued success of these two, the entire industry value network – including chip manufacturers, AI cloud services providers, large language model builders, AI development tool makers, and AI application developers about which I wrote in my book, Brain Rush – will also suffer a drop in value.
While there is no question we are in an AI bubble, I see the opportunities for investors exceeding the risks for now, I wrote in an October Forbes post. On November 12, I attended the Cerebral Valley AI Summit in San Francisco where I learned meaningful insights which largely reinforced that…