To The Moon

Nvidia CEO Jensen Huang is back in the headlines, but this time, it's not about AI chips. Reports surrounding Huang's alleged extramarital affair have drawn widespread attention, raising questions about the potential implications for Nvidia. But while the headlines focus on Huang's personal life, Wall Street has another reason to watch Nvidia's AI empire this week.

$CoreWeave, Inc.(CRWV)$, $NEBIUS(NBIS)$ , and $Applied Materials(AMAT)$ are all set to report earnings. Two are backed by Nvidia, while the third supplies critical equipment to the semiconductor industry. With AI stocks under pressure, investors are asking a bigger question: Can Nvidia's AI ecosystem turn explosive growth and massive spending into sustainable profits?

What to watch？

$CoreWeave, Inc.(CRWV)$ is scheduled to report third-quarter earnings on November 10

The Nvidia-backed cloud provider rents out GPU computing power to companies developing and running AI models. According to Bloomberg consensus estimates, third-quarter revenue is expected to reach $3.56 billion, up 160.5% year over year, while adjusted EPS is forecast at-$1.21.

CoreWeave has beaten revenue expectations for six consecutive quarters, but adjusted EPS has missed estimates in four of those six quarters.The biggest concern is the cost of growth. Bloomberg Intelligence estimates quarterly adjusted capital expenditure could reach $12.3 billion, while the company's revenue backlog is estimated at approximately $128.7 billion.

What to watch: Can AI demand sustain triple-digit revenue growth? Will new data center capacity improve margins? And can CoreWeave manage rising financing costs?

$NEBIUS(NBIS)$ is expected to report third-quarter earnings on November 12

Another Nvidia-backed AI infrastructure company, Nebius is expanding its data center network to meet growing demand for GPU computing power. Bloomberg consensus estimates point to $927.9 million in revenue, up 779.2% year over year, alongside an adjusted loss of $1.06 per share and an adjusted net loss of approximately $274 million.

The growth forecast is impressive, but rapid expansion comes with risks. Nebius has missed revenue expectations in four of its past seven quarters, highlighting the challenges of bringing new data center capacity online and converting demand into actual sales. The stock has also been highly sensitive to earnings, with an average one-day post-earnings move of 10.9%.

What to watch: Can Nebius bring new AI capacity online as planned? Will revenue meet expectations? And can the company narrow its losses while continuing to expand?

$Applied Materials(AMAT)$ is scheduled to report fiscal fourth-quarter earnings on November 12.

Unlike CoreWeave and Nebius, Applied Materials is not a direct Nvidia-backed cloud company. Instead, it supplies semiconductor manufacturing equipment used by chipmakers, making it a potential beneficiary of the AI infrastructure boom.

Bloomberg consensus estimates call for $10.27 billion in revenue and adjusted EPS of $4.06. The company has an impressive track record, beating adjusted EPS expectations for eight consecutive quarters and revenue estimates in seven of the past eight.

Demand for advanced manufacturing processes and high-bandwidth memory (HBM) could provide further support as chipmakers invest in more powerful AI hardware.However, investors will also be watching regional demand, particularly in China, and management's outlook for the coming quarter.

What to watch: Is AI demand still driving semiconductor equipment orders? Can HBM and advanced chip manufacturing support growth? And will Applied Materials deliver its ninth consecutive adjusted EPS beat?

🎯 Earnings Prediction:

Which one is a big winner this week?

• A. $CoreWeave, Inc.(CRWV)$ — AI computing demand keeps booming

• B. $NEBIUS(NBIS)$ — Explosive growth fuels a rebound

• C. $Applied Materials(AMAT)$ — Strong earnings and chip demand win out

• D. None of them — AI stocks remain under pressure

💬 What's Your Trading Strategy?

CoreWeave and Nebius offer explosive growth, but both face heavy spending and financing risks. Applied Materials has a more established business and a stronger earnings track record.

If you could own just one of these three stocks, which would you choose? Are you buying the dip ahead of earnings, or waiting for the results before making your next move?

Vote and share your market outlook, positions and trading strategy in the comments!

🎁 Rewards

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