Traders, it’s happening again. NVIDIA (NASDAQ: NVDA) just dropped its earnings report last week, and the aftershocks are already hitting the market.
AI demand is still red-hot, NVDA’s revenue growth is massive, and the stock is making big moves premarket.
NVDA crushed expectations, reporting record revenue driven by AI chips and data centers.
CEO Jensen Huang made it clear that demand for NVDA’s AI hardware isn’t slowing down anytime soon.
Nvidia also reported record quarterly revenue of $39.3 billion for the fourth quarter of the 2025 fiscal year, up 78% from a year ago, a massive jump but lower than the 265% growth from the previous year.
But here’s the big question: Is this another leg up for NVDA and the AI trade, or is this a classic sell-the-news event?
NVDA has been on an insane run, and even the strongest stocks take breathers.
Traders need to watch how NVDA holds up after the initial move
But as always, the real opportunity isn’t just in NVDA itself—it’s in the stocks moving alongside it.
The entire semiconductor space is reacting, and the sympathy plays are in action!
The Sympathy Plays in Motion
Whenever NVDA reports, traders look to the usual suspects, but there’s another layer to this story…
AI infrastructure stocks, cloud computing giants, and even broader tech names are all seeing action.
Advanced Micro Devices (NASDAQ: AMD) is a key competitor and usually follows NVDA’s lead.
AMD Intraday, 5-Minute Candles Chart; SteadyTrade
Taiwan Semiconductor Manufacturing (NYSE: TSM) manufactures NVDA’s chips, so any supply chain news could make this a mover.
TSM Intraday, 5-Minute Candles Chart; SteadyTrade
Broadcom (NASDAQ: AVGO) has been riding the AI wave alongside NVDA and could see increased buying if investors stay bullish.
AVGO Intraday, 5-Minute Candles Chart; SteadyTrade
Super Micro Computer (NASDAQ: SMCI) is another name that’s been on fire.
Its AI server business is booming, and if NVDA’s guidance is on target, this stock could see another leg up.
SMCI Intraday, 5-Minute Candles Chart; SteadyTrade
And then there’s Amazon (NASDAQ: AMZN), which just threw a curveball into the AI chip race.
AMZN Intraday, 5-Minute Candles Chart; SteadyTrade
Amazon’s AI Chip Challenge
Amazon just unveiled Graviton4, its latest custom-built AI chip designed for cloud computing.
This is a direct play to reduce reliance on NVDA’s chips and position Amazon Web Services (AWS) as a more self-sufficient AI powerhouse.
Amazon claims these chips are significantly more power-efficient than competitors.
If companies start shifting AI workloads to Amazon’s new hardware, NVDA’s dominance could be challenged.
This is something traders need to watch; does the market see this as a real threat, or is NVDA’s stranglehold on AI too strong for now?
If NVDA starts to show weakness while AMZN gains, it could signal a changing tide in the AI arms race.
My Final Thoughts…
This is exactly why we’re in the “Golden Age of Opportunity.”
Earnings events like this don’t just move a single stock, they create ripple effects across the market, opening up tons of opportunities.
We’re seeing massive catalysts, high volatility, and nonstop momentum in AI, tech, and semiconductors.
The traders who can spot the right setups and act fast are the ones coming out on top.
That’s where Oracle comes in. If you’re not already using it, this is the time.
Oracle helps you spot the best sympathy plays, breakout setups, and trend shifts before the rest of the market catches on.
Another valuable tool for finding stocks on the move is Breaking News Chat.
This tool gives traders an edge by delivering market-moving stories instantly.
Whether it’s an upgrade, a big earnings beat, or a company like Amazon launching a rival AI chip, having the news first is what separates the best traders from the rest.
NVDA’s earnings will lead to countless headlines over the next few days.
Staying ahead of them can mean the difference between catching the best trades and missing the move entirely.
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Are we looking at another NVDA-fueled rally, or will this be a sell-the-news event?
Keep an eye on the stocks reacting the most to NVDA’s earnings.
Have a great day, everyone. See you back here tomorrow.
Tim Bohen
Lead Trainer, StocksToTrade