Wall Street Breakfast Nvidia earnings look make or break for market
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May 25, 2025 The spotlight is on Nvidia's upcoming earnings report, with high expectations that could overshadow fresh tariff concerns. Analysts are buzzing about its potential impact on the AI landscape. Meanwhile, an important inflation measure favored by the Fed is about to be released, hinting at broader economic trends. Also discussed is the staggering $3,600 loss in household purchasing power due to tariffs—revealing the weight of economic shifts on everyday life.
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Nvidia Earnings Key Market Event
- Nvidia's upcoming earnings are highly anticipated as they could temporarily overshadow concerns about tariffs and market issues.
- The company's role in AI technology makes its earnings report a key market event this week.
Mixed Nvidia Analyst Revisions
- Analysts revised Nvidia's EPS down due to a $5.5 billion charge related to chip exports to China.
- New Middle East AI deals and cutting-edge product production could offset these losses.
Nvidia Customer Sales Diversification
- Nvidia's top customers include five hyperscale entities contributing roughly half of sales.
- The company is diversifying its revenue sources to reduce dependency.