Can Markets Rebound on Nvidia’s Earnings? Opportunity After the Pullback
The S&P 500’s slide may set the stage for a bounce — if Nvidia delivers.
Today’s Outlook – Wednesday, November 19, 2025
After four consecutive down days for the S&P 500, futures are modestly higher this morning.
The entire market is holding its breath ahead of Nvidia’s earnings report, due after the bell tonight.
With AI and tech valuations under scrutiny, this single report could spark a broader rally — or deepen recent weakness.
In this moment of tension, market pullbacks may be creating openings.
✓ Trusted Partner Presentation
Could this biotech spark Big Pharma’s next multibillion-dollar move?
Big Pharma loves a good acquisition - and this company fits the type
After 50 Years of Chemo, One Biotech Looks to Lead the Next Cancer Breakthrough
For decades, chemotherapy has come at a heavy cost.
Now, one biotech’s breakthrough could finally change that.
With early data showing precision without poison, this may be one of the most meaningful stories in biotech.
Opportunities to Watch This Week
Tech Recovery Plays (If Nvidia Beats):
Nvidia’s guidance on AI demand could drive a snapback across semiconductors, cloud infrastructure, and chip equipment. Look at oversold names that track Nvidia’s business model or supply chain.Oversold Large Caps:
The S&P 500 is down over 4% from October highs. If Nvidia sparks optimism, large-cap names outside of tech may follow — especially industrials, healthcare, and select financials.Retail Survivors:
With Target missing expectations but Lowe’s outperforming, look for companies with clear execution in this bifurcated consumer space. Home improvement and essentials could see inflows.Rotation into Value Sectors:
If Nvidia’s report confirms tech excess, investors may rotate into more traditional sectors. This favors energy, utilities, and select dividend payers that lagged during the AI run-up.
✓ Trusted Partner Presentation
Building the Metals Backbone for the Free World
Critical metals are the backbone of national strength - but most still come from abroad.
One North American company is working to change that, developing resources that could strengthen the West’s energy grid, defense manufacturing, and supply security.
Risks and What to Watch Out For
Nvidia Disappointment:
Any miss on revenue, margins, or forward guidance could hammer not just Nvidia but the broader tech sector. This would reinforce bearish momentum.Fed Minutes Later Today:
The release of the October Fed meeting minutes may shift rate expectations. A more hawkish tone could pressure equities, especially growth names.Macroeconomic Caution:
With delayed labor data and signs of consumer softness, surprises could cut both ways. Weak data might shift Fed expectations — or worsen sentiment.Overcrowded Trade Risk:
If everyone’s watching Nvidia, any outcome may cause overreactions. Be cautious about chasing moves without confirmation.
Bottom Line Summary
Today is a pivot point. Nvidia’s earnings tonight are arguably the most important single-company report of the quarter.
If results exceed expectations, the stage is set for a broad market rebound — particularly in beaten-down tech and AI-linked names.
But if the narrative cracks, recent weakness may accelerate. Use today’s calmer tone to prepare — not chase.
✓ Trusted Partner Presentation
Not a Single “Mag 7” on This Legendary Investors List
A renowned former hedge fund manager – friends to some of the biggest investors in the world – just released a new list of his favorite AI stocks... and not a single Magnificent 7 name made the cut.
Instead, an AI stock you’ve likely never heard of just flagged as “near-perfect” in his new investing scoring system.
For the name, ticker and demo, click here