Nvidia's $108 Billion Earnings Test: Why the Next Forecast Matters More
Published . Updated .
Nvidia's growth remains remarkable, but every earnings report raises the stakes. See what could strengthen the bull case and which signals investors shouldn't overlook.
Directly affected
- NVDA Nvidia-9.9% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-12.3% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-15.7% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- ASML ASML Holding N.V+1.0% 18d
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.
- TSM Taiwan Semiconductor Manufacturing-8.8% 30d
Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.
- AVGO Broadcom-10.1% 30d
Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.
- AMD Advanced Micro Devices-18.0% 30d
Advanced Micro Devices (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| NVDA | -1.43% | +0.31% | base | -0.76% | -4.91% | after close | after close |
| SMH | -7.89% | -4.67% | base | -1.14% | -7.96% | after close | after close |
| SOXX | -8.88% | -5.71% | base | -1.55% | -9.68% | after close | after close |
| ASML | -6.17% | -4.45% | base | +0.69% | -5.93% | after close | after close |
| TSM | -6.22% | -3.47% | base | -1.82% | -7.65% | after close | after close |
| AVGO | -8.13% | -6.43% | base | -1.94% | -7.32% | after close | after close |
| AMD | -12.15% | -8.14% | base | -2.06% | -12.66% | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
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Nvidia's $108 Billion Earnings Test: Why the Next Forecast Matters More The Motley Fool
Source: The Motley Fool
This story
| Company | When | Move | Status |
|---|---|---|---|
| AMD | that day | -2.06% | final price |
| AMD | the next day | -12.66% | final price |
| AMD | three days earlier | -8.14% | final price |
| AMD | five days earlier | -12.15% | final price |
| ASML | that day | +0.69% | final price |
| ASML | the next day | -5.93% | final price |
| ASML | three days earlier | -4.45% | final price |
| ASML | five days earlier | -6.17% | final price |
| AVGO | that day | -1.94% | final price |
| AVGO | the next day | -7.32% | final price |
| AVGO | three days earlier | -6.43% | final price |
| AVGO | five days earlier | -8.13% | final price |
| NVDA | that day | -0.76% | final price |
| NVDA | the next day | -4.91% | final price |
| NVDA | three days earlier | +0.31% | final price |
| NVDA | five days earlier | -1.43% | final price |
| SMH | that day | -1.14% | final price |
| SMH | the next day | -7.96% | final price |
| SMH | three days earlier | -4.67% | final price |
| SMH | five days earlier | -7.89% | final price |
| SOXX | that day | -1.55% | final price |
| SOXX | the next day | -9.68% | final price |
| SOXX | three days earlier | -5.71% | final price |
| SOXX | five days earlier | -8.88% | final price |
| TSM | that day | -1.82% | final price |
| TSM | the next day | -7.65% | final price |
| TSM | three days earlier | -3.47% | final price |
| TSM | five days earlier | -6.22% | final price |
Congressional trades in the stocks in this story
- Rep. Pete Sessions sold Nvidia (NVDA) (held by a spouse), worth $15,001 - $50,000 on 2 Oct 2026. That is 27 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Cleo Fields bought Nvidia (NVDA), worth $1,001 - $15,000 on 1 Oct 2026. That is 28 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Nvidia (NVDA) (held by a dependent child), worth $1,001 - $15,000 on 23 Sep 2026. That is 36 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Kevin Hern sold Asml Holding (ASML) (jointly held), worth $15,001 - $50,000 on 23 Oct 2026. That is 6 days before publication. Filed 28 Oct 2026. View the filing.
- Rep. Michael T. McCaul bought Asml Holding (ASML) (held by a spouse), worth $50,001 - $100,000 on 7 Aug 2026. That is 83 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 20 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 22 Sep 2026. That is 37 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Taiwan Semiconductor Manufacturing (TSM) (held by a spouse), worth $1,001 - $15,000 on 25 Aug 2026. That is 65 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 34 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a dependent child), worth $15,001 - $50,000 on 23 Sep 2026. That is 36 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Broadcom (AVGO), worth $1,001 - $15,000 on 16 Sep 2026. That is 43 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Advanced Micro Devices (AMD) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 55 days before publication. Filed 7 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
12 out of 100
“Nvidia's $108 Billion Earnings Test: Why the Next Forecast Matters More” scores 12 out of 100. The score uses 1 sources.