Nvidia’s Q4 Earnings Seen as S&P 500 Tell

Nvidia's key test: Earnings could propel or sink the broader S&P 500 market next.

  • NVIDIA‘s Q4 earnings are viewed as a critical test for the S&P 500 due to the chipmaker’s substantial 7% market weighting.
  • Market strategist Jay Woods warns that weakness in NVDA stock post-earnings could trigger a broader market sell-off, potentially sending the S&P 500 to 6,600.
  • Earnings from other major tech firms like Salesforce and Snowflake, also due Wednesday, are expected to influence market sentiment alongside Nvidia.
  • Analysts anticipate Nvidia to report a 68% revenue surge to $66.12 billion for the quarter, according to data.

All eyes are on Nvidia Corp. this week as its fourth-quarter earnings, due Wednesday, are poised to test key stock market levels, according to chief market strategist Jay Woods. The NYSE insider told CNBC that the results’ impact is magnified by Nvidia’s 7% stake in the broader S&P 500 index.

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Woods emphasized the need to watch whether NVDA stock moves steadily higher after its report. His focus stems from recent tech earnings where strong results, like those from Meta and Palantir, were followed by share declines. Consequently, he stated, “If it breaks it, that would be a tell for this entire market.”

Specifically, Woods advised monitoring Nvidia’s 200-day moving average near $173. A break below that level could signal a “big flush out to 6,600 in the S&P 500” with NVDA potentially retreating to $150. Meanwhile, the S&P 500 itself has been testing the 7,000 level near its 100-day average.

Apart from Nvidia, earnings from Salesforce Inc. and Snowflake Inc. on Wednesday will likely also impact markets. For its upcoming quarter, Wall Street expects Nvidia to post a 68% revenue increase to $66.12 billion. The street also anticipates an earnings per share of $1.53, up from $0.89 a year ago.

Nvidia shares were nearly flat in recent after-market trading, following a 47% surge over the past year. Simultaneously, U.S. equity ETFs like the SPDR S&P 500 ETF (SPY) saw modest gains in post-market hours.

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