In this episode of Breaking News to Trading Moves, we are looking at Nvidia’s upcoming earnings and why options traders are pricing in a potential market-cap swing of around $350B after the results.

The key issue is not just whether $NVDA (Nvidia) beats earnings. The bigger question is whether Nvidia can still justify the massive AI trade that has lifted semiconductors, data centre stocks, hyperscalers and AI infrastructure names.

Winners

AI chip leaders and semiconductor equipment

If Nvidia confirms that AI demand remains strong, investors may continue rewarding companies tied to AI chips, custom silicon, networking chips and semiconductor manufacturing equipment.

Names: $NVDA (Nvidia), $AMD (Advanced Micro Devices), $AVGO (Broadcom), $MRVL (Marvell Technology), $AMAT (Applied Materials), $LRCX (Lam Re ...