Finance
Morning Bid: Hush falls over markets ahead of Nvidia
Published by Global Banking & Finance Review®
Posted on November 19, 2025
2 min readLast updated: January 20, 2026
Global Banking & Finance Review®
Company
Published by Global Banking & Finance Review®
Posted on November 19, 2025
2 min readLast updated: January 20, 2026
Markets await Nvidia's earnings, crucial for S&P 500. UK inflation and Fed minutes also in focus, impacting global financial strategies.
A look at the day ahead in European and global markets from Tom Westbrook
Financial markets hit a holding pattern ahead of chipmaker Nvidia's earnings later on Wednesday.
Nvidia's near 7% weighting in the S&P 500 ensures that where goes Nvidia, so goes the market. It reports after hours.
Before the release, CPI data is due for Britain where it would take a big upside surprise to derail a rate cut that markets have priced in for December.
Stocks, bonds and the currency market were all mostly steady through the Asia session, though gains were hard to come by as investors were holding their breath to see if Nvidia's outlook can match lofty expectations.
Enormous AI spending commitments should guarantee good business for the chipmaker in the year ahead, but it's longer-term that doubts over the sustainability of returns are starting to make investors nervous.
Analysts following the company have been getting more bullish about the company's future performance, with expectations for the company's fiscal 2027 revenue rising 15% since late May to about $285 billion, according to LSEG data.
Minutes from the Federal Reserve's October meeting are due during the U.S. day, and will be parsed for a read on the dynamics of a divided Fed, where members are arguing for differing policy responses to inflation and labour data.
In Japan, the yen held steady just above Tuesday's nine-month low while the central bank governor, finance and economic revitalisation ministers held a meeting.
The last time the BOJ chief met with the finance and economic revitalisation ministers was in October last year, when they warned against excessive yen falls and agreed to carefully monitor market developments.
Key developments that could influence markets on Wednesday:
- UK, euro zone inflation
- Federal Reserve minutes
- Earnings for Nvidia, Target
(Reporting by Tom Westbrook; Editing by Jacqueline Wong)
Nvidia is a multinational technology company known for designing graphics processing units (GPUs) for gaming and professional markets, as well as system-on-a-chip units for mobile computing and automotive market.
The S&P 500 is a stock market index that measures the stock performance of 500 large companies listed on stock exchanges in the United States, providing a broad representation of the U.S. equity market.
Inflation is the rate at which the general level of prices for goods and services rises, eroding purchasing power. It is often measured by the CPI or the Producer Price Index (PPI).
Earnings reports are quarterly financial statements issued by publicly traded companies to disclose their financial performance, including revenue, expenses, and profits or losses.
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