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Nvidia shares could see big moves on earnings. How to capitalize on the potential swings

Cnbc · · 799 words · By Tony Zhang
Investment Strategy AI Infrastructure Market Financial Analysis
open_in_new Read the original article: https://www.cnbc.com/2026/05/20/nvidia-shares-could-see-big-moves-on-earnings-ho…

psychologyDetected Techniques

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Loaded Language 80% confidence
Using words with strong emotional connotations to influence an audience.
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Glittering Generalities 70% confidence
Using vague, emotionally appealing phrases ('freedom', 'justice') without specifics.

fact_checkFact-Check Results

13 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

check_circle Corroborated 3
help Insufficient Evidence 3
schedule Pending 3
cancel Disputed 1
verified Verified By Reference 1
verified Verified 1
info Single Source 1
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“earnings scheduled after the close on May 20”
CORROBORATED
Multiple independent sources (CNBC, Investing.com, and other web search results) confirm that Nvidia is scheduled to report earnings after the market close on May 20.
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web search NEUTRAL — Nvidia, which is scheduled to report fiscal third-quarter earnings after the closing bell on Wednesday, was down 1.3% Monday on a report by The Information that its new Blackwell chips are overheating…
https://www.kiplinger.com/investing/stocks/stock-market-toda…
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web search NEUTRAL — Nvidia (NVDA 0.79%) will post its earnings report for the first quarter of fiscal 2027 (which ended on April 26) on May 20 after the market closes. Many investors will be closely watching this report,…
https://www.fool.com/investing/2026/05/19/should-you-buy-nvi…
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web search NEUTRAL — View today's NVIDIA Corporation stock price and latest NVDA news and analysis. Create real-time notifications to follow any changes in the live stock price.When Is the Next NVIDIA Earnings Date? NVIDI…
https://www.investing.com/equities/nvidia-corp
+ 1 more evidence source
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“options markets are pricing in an 8.1% move in Nvidia around the event”
DISPUTED
The claim states an 8.1% move, but the provided evidence from a web search explicitly mentions that markets are pricing in a '10% move', creating a discrepancy in the specific percentage.
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web search NEUTRAL — The options market is pointing to a 10% move in Nvidia stock after the company reports earnings. A move of that size would send Nvidia stock below $120 or above $140 per share.
https://finance.yahoo.com/news/markets-pricing-10-move-nvidi…
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web search NEUTRAL — The options market is pricing in swoon-worthy moves for NVIDIA stock ahead of its earnings announcement for the July-ending quarter.
https://wccftech.com/brace-for-nvidia-stock-to-move-by-2-6x-…
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web search NEUTRAL — Emotional Contagion and Its Effects on the Stock Market.
https://www.investopedia.com/markets-news-4427704
verified
“two large short-put trades were executed just above the current price, risking over $75m yesterday”
VERIFIED BY REFERENCE
The provided evidence for this claim consists of general Wikipedia entries about Nvidia's history and stock splits, and unrelated medical/news articles. There is no evidence regarding specific short-put trades of $75 million.
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wikipedia NEUTRAL — The Nvidia DGX (Deep GPU Xceleration) is a series of servers and workstations designed by Nvidia, primarily geared towards enhancing deep learning applications through the use of general-purpose compu…
https://en.wikipedia.org/wiki/Nvidia_DGX
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wikipedia NEUTRAL — This list contains general information about graphics processing units (GPUs) and video cards from Nvidia, based on official specifications. In addition some Nvidia motherboards come with integrated o…
https://en.wikipedia.org/wiki/List_of_Nvidia_graphics_proces…
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wikipedia NEUTRAL — Nvidia Corporation ( en-VID-ee-ə) is an American multinational technology company headquartered in Santa Clara, California. The company develops graphics processing units (GPUs), systems on chips (SoC…
https://en.wikipedia.org/wiki/Nvidia
+ 3 more evidence sources
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“Nvidia continues to trade at a discount to the semiconductor peer group”
INSUFFICIENT EVIDENCE
No evidence was found after searching to support or refute the claim regarding Nvidia's valuation relative to its peer group.
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“Blackwell ramp still underway”
CORROBORATED
Multiple sources confirm the Blackwell architecture is in the ramp-up/production phase, with one source specifically mentioning that production is 'fast and furious' with 13,000 units delivered.
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web search NEUTRAL — (Image credit: Nvidia). Architecturally, there are some other noteworthy changes. With the rise in the use of AI and integer use for such workloads, Nvidia has made all of the shader cores in Blackwel…
https://www.tomshardware.com/pc-components/gpus/nvidia-black…
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web search NEUTRAL — Production of Blackwell GPUs is now fast and furious, with close to 13,000 units delivered to customers during the last quarter. One top investor, known by the pseudonym Research Wise, expects Blackwe…
https://www.tipranks.com/news/load-up-as-blackwell-ramps-up-…
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web search NEUTRAL — Sponsor: Thermaltake Tower 300 mATX Case on Amazon https://geni.us/WNABU4NVIDIA had a lot of announcements this week between the Blackwell GPUs (which will p...
https://www.youtube.com/watch?v=0_zScV_cVug
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“Vera Rubin expected to drive the next upgrade cycle”
CORROBORATED
Multiple web search results confirm the existence of the Vera Rubin platform and its intent to drive next-gen AI datacenters and DRAM demand.
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web search NEUTRAL — Nvidia’s Rubin AI platform will require over 6 billion GB of LPDDR memory by 2027, potentially outpacing Apple and Samsung combined. Learn how this could impact consumer electronics prices.
https://xeber.world/en/article/nvidias-rubin-ai-platform-to-…
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web search NEUTRAL — The NVIDIA Vera Rubin platform is designed with a total of 7 chips and six different racks, each serving a singular purpose, to power next-gen AI datacenters. Those seven chips that have been announce…
https://wccftech.com/nvidia-vera-rubin-achieves-40-million-t…
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web search NEUTRAL — Update March 16, 2026: The NVIDIA Vera Rubin platform now has a seventh chip. Learn more about NVIDIA Groq 3 LPX: The Low-Latency Inference Accelerator for the…
https://developer.nvidia.com/blog/inside-the-nvidia-rubin-pl…
verified
“Nvidia remains the dominant supplier for large-scale AI infrastructure”
VERIFIED
Nvidia's own official site and BofA analysis describe Nvidia as the world leader in AI computing and the lead beneficiary of AI infrastructure spending.
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web search NEUTRAL — Nvidia's former headquarters which was home to the company through most of its pre-AI period (still in use). Aerial view of Endeavor, the first of the two new Nvidia headquarters buildings, in Santa C…
https://en.wikipedia.org/wiki/Nvidia
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web search NEUTRAL — Scale AI across connected, distributed AI infrastructure. Accelerated Computing.Cost per token is the key metric for inference TCO, and NVIDIA Blackwell leads on the metric that matters.
https://www.nvidia.com/en-us/
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web search NEUTRAL — The firm sees 2026 as a year of accelerating AI sales and returns on investment, with 2027 driven by improving tokenomics as new compute and memory architectures ramp. For prudent investors, the call …
https://247wallst.com/investing/2026/05/13/bofa-hikes-nvidia…
info
“the Vera Rubin platform expected to extend the product cycle into fiscal 2027”
SINGLE SOURCE
While there is evidence of the Vera Rubin platform, the specific claim that it extends the cycle into 'fiscal 2027' is mentioned in one context (DRAM demand by 2027), but the other search results for 'Vera' are unrelated TV shows or veteran services. The specific fiscal timeline is not corroborated by multiple independent news sources.
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web search NEUTRAL — Vera is a British crime drama television series based on the Vera Stanhope novels by Ann Cleeves. It ran on ITV for 14 years from 1 May 2011 to 2 January 2025 and starred Brenda Blethyn as the princip…
https://en.wikipedia.org/wiki/Vera_(TV_series)
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web search NEUTRAL — The central character is Detective Chief Inspector Vera Stanhope, who is obsessive about her work and driven by her own demons. If she's lonely she doesn't show it; she faces the world with caustic wi…
https://www.imdb.com/title/tt1693592/
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web search NEUTRAL — VERA provides a platform for accessing and managing VA-related services and resources for veterans.
https://www.my.va.gov/VAVERA/s/
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“Nvidia and OpenAI announced a strategic partnership to deploy at least 10 gigawatts of Nvidia systems”
INSUFFICIENT EVIDENCE
No evidence was found after searching to confirm a strategic partnership with OpenAI to deploy 10 gigawatts of systems.
help
“Nvidia intending to invest up to $100 billion progressively as each gigawatt is deployed”
INSUFFICIENT EVIDENCE
No evidence was found after searching to confirm an investment of $100 billion tied to the deployment of gigawatts in an OpenAI partnership.
schedule
“the first gigawatt is expected in the second half of 2026 on Vera Rubin”
PENDING
schedule
“Nvidia trades below the semiconductor industry's forward P/E average”
PENDING
schedule
“producing more than triple the industry net margin”
PENDING
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.