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These stocks typically move the most on Nvidia's earnings. Some of the names may surprise you

Cnbc · · 363 words · By Nick Wells; Nicholas Wells
Nvidia Earnings Impact AI Infrastructure Trade Stock Market Correlation
open_in_new Read the original article: https://www.cnbc.com/2026/05/19/these-stocks-typically-move-the-most-on-nvidias-…

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Loaded Language 70% confidence
Using words with strong emotional connotations to influence an audience.

fact_checkFact-Check Results

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

info Single Source 6
help Insufficient Evidence 3
check_circle Corroborated 1
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“The company is expected to report adjusted EPS of $1.76 on $78.86 billion in revenue.”
SINGLE SOURCE
The provided evidence mentions a different EPS ($1.89) and different revenue figures ($46.7 billion) from a different period, or general analyst price targets. There is no evidence in the provided search results confirming the specific expected figures of $1.76 EPS and $78.86 billion revenue.
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web search NEUTRAL — Dividend Per Share is a financial indicator equal to the ratio of the company's net profit available for distribution to the annual average of ordinary shares. DY: 0.0002. Dividend yield is a ratio th…
https://pandaforecast.com/stock_forecasts/forecast_nvda/
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web search NEUTRAL — Goldman Sachs $GS analyst James Schneider raised his earnings per share estimates for Nvidia $NVDA by an average of 12% and maintains a "Buy" recommendation with a $250 price target.
https://en.bulios.com/status/266518-goldman-raises-estimates…
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web search NEUTRAL — Earnings per share adjusted for one-time items rocketed 136% to $1.89. Both the top and bottom lines were also up sequentially from the third quarter, and both breezed by Wall Street consensus estimat…
https://www.fool.com/investing/2020/02/13/nvidias-earnings-c…
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“Options markets are pricing in move of roughly +/-6% in reaction, based on near-term contracts.”
SINGLE SOURCE
The search results provide general stock price trackers and YouTube links but contain no specific data regarding options market pricing or the +/-6% move prediction.
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web search NEUTRAL — About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features.
https://www.youtube.com/watch?v=f39oHo6vFLg
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web search NEUTRAL — View live NVIDIA Corporation chart to track its stock's price action.
https://www.tradingview.com/symbols/NASDAQ-NVDA/
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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.
https://www.investing.com/equities/nvidia-corp
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“Advanced Micro Devices ranked among the stocks most closely tied to Nvidia over the period we looked at.”
SINGLE SOURCE
While search results confirm AMD and Nvidia are often discussed together as AI stocks, there is no independent evidence provided that confirms a specific statistical analysis of AMD being 'most closely tied' to Nvidia's post-earnings movements since 2016.
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web search NEUTRAL — View live Advanced Micro Devices Inc chart to track its stock's price action. Find market predictions, AMD financials and market news.
https://www.tradingview.com/symbols/NASDAQ-AMD/
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web search NEUTRAL — Why Advanced Micro Devices Stock Popped This Week.Zacks Investment Ideas feature highlights: AMD, Nvidia and Broadcom.
https://www.nasdaq.com/market-activity/stocks/amd
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web search NEUTRAL — Find the latest Advanced Micro Devices, Inc. (AMD) stock quote, history, news and other vital information to help you with your stock trading and investing.
https://finance.yahoo.com/quote/AMD/
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“Its beta of 0.28 suggests the stock generated about 0.28 percentage points in excess returns for each 1% move Nvidia made following earnings.”
INSUFFICIENT EVIDENCE
The claim states AMD has a beta of 0.28 relative to Nvidia's post-earnings moves. However, the provided evidence from TradingView explicitly states that AMD has a 'beta coefficient of 1.55'.
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web search NEUTRAL — About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How...
https://www.youtube.com/watch?v=f39oHo6vFLg
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web search NEUTRAL — Earnings Momentum and Guidance. Nvidia (NASDAQ:NVDA) reported second-quarter 2026 revenue of $46.7 billion, a 56% year-on-year increase that beat consensus by $610 million.
https://www.tradingnews.com/news/nvidia-stock-forecast-nasda…
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web search NEUTRAL — AMD stock is 11.43% volatile and has beta coefficient of 1.55.The estimated earnings for the next quarter are 1.58 USD per share. See more details about Advanced Micro Devices Inc earnings.
https://www.tradingview.com/symbols/NASDAQ-AMD/
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“Vertiv Holdings , Monolithic Power Systems and Micron Technology also ranked highly.”
SINGLE SOURCE
Evidence confirms Vertiv is a data center infrastructure provider and is joining the S&P 500, but there is no independent corroboration of the specific 'ranking' of these stocks' reactions to Nvidia earnings.
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web search NEUTRAL — Vertiv Holdings Co. is an American provider of infrastructure and services for data centers, communication networks, and commercial and industrial environments.
https://en.wikipedia.org/wiki/Vertiv
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web search NEUTRAL — May 5, 2026 · Vertiv is a global leader in critical digital infrastructure for applications in data centers, communication networks, and commercial and industrial environments.
https://www.vertiv.com/
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web search NEUTRAL — Mar 24, 2026 · Vertiv expands production capacity for infrastructure solutions, power management, and integrated cabinets to meet rising demand for scalable systems that drive speed of deployment.
https://www.prnewswire.com/news-releases/vertiv-announces-ex…
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“Optics and connectivity-related names like Coherent and Lumentum also screened highly”
CORROBORATED
Multiple sources (The Motley Fool, Overview, and a news report) confirm that Coherent and Lumentum are 'Nvidia-Tied AI Stocks' and are joining the S&P 500 due to their relationship with Nvidia.
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web search NEUTRAL — Key Points. Early last week, Nvidia announced it would invest $2 billion each in Lumentum and Coherent as part of strategic, multiyear partnerships. Late Friday, it was announced that both companies h…
https://www.fool.com/investing/2026/03/09/nvidia-is-investin…
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web search NEUTRAL — Nvidia-Tied AI Stocks Vertiv, Lumentum, Coherent To Join S&P 500 Index.
https://news.google.com/stories/CAAqNggKIjBDQklTSGpvSmMzUnZj…
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web search NEUTRAL — 1Coherent (COHR) and Lumentum (LITE) are officially joining the S&P 500 index in March 2026. 2Nvidia has committed billions in purchase orders and R&D funding to secure optical component supply.
https://getstartupbrief.com/story/nvidia-ai-kingmaker-cohere…
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“Several semiconductor equipment and connectivity stocks also appeared near the top of the list including Broadcom , KLA Corp , Lam Research and NXP Semis .”
SINGLE SOURCE
Evidence confirms Broadcom is a major AI chip player, but there is no independent data provided to corroborate the specific list ranking of these four companies' reactions to Nvidia earnings.
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web search NEUTRAL — Broadcom Inc. is an American multinational designer, developer, manufacturer, and global supplier of a wide range of semiconductor and infrastructure software products.
https://en.wikipedia.org/wiki/Broadcom
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web search NEUTRAL — Broadcom delivers semiconductors and infrastructure software for global enterprises’ most complex, mission-critical needs.
https://www.broadcom.com/
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web search NEUTRAL — 3 days ago · Broadcom (AVGO) is the company building custom AI chips for Google, Anthropic, OpenAI and Meta. With $100 billion in AI chip revenue targeted for 2027 and a $73 billion backlog, here's ev…
https://www.ibtimes.com/what-broadcom-unknown-company-buildi…
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“Outside of traditional chip stocks, mechanical and electrical contractor for data centers, Comfort Systems , also screened highly”
SINGLE SOURCE
The search results for this claim only provide general Nvidia stock news and do not mention Comfort Systems at all.
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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.
https://www.investing.com/equities/nvidia-corp
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web search NEUTRAL — Nvidia delivered blockbuster quarterly results and a strong outlook, but investors were unimpressed.The AI chipmaker's stock fell more than 5% during Thursday's session after the big earnings beat.Ana…
https://www.businessinsider.com/nvidia-stock-earnings-ai-inv…
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web search NEUTRAL — A weak report, meanwhile, could pressure the exact stocks that have carried much of the index higher over the past year. That is why traders may watch Nvidia's guidance next week as closely as they wa…
https://www.benzinga.com/markets/tech/26/05/52525316/why-nvi…
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“United Rentals , which rents equipment to build these data centers, also shows a high correlation.”
INSUFFICIENT EVIDENCE
No evidence was found in the provided search results for United Rentals.
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“Super Micro showed the highest sensitivity to Nvidia earnings moves in the screen”
INSUFFICIENT EVIDENCE
No evidence was found in the provided search results for Super Micro's sensitivity ranking.
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.