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

Cnbc · May 19, 2026 · 363 words · By Nick Wells; Nicholas Wells

Nvidia Earnings Impact AI Infrastructure Trade Stock Market Correlation

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What to know about Nvidia Earnings Impact

All eyes Wednesday will be focused on Nvidia when the tech behemoth reports earnings after the closing bell.

Claims checked 10

Techniques found 1

Topics 3

Coverage spectrum

Coverage gap: Low Left coverage

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Center100%

Right0%

1 source compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

All eyes Wednesday will be focused on Nvidia when the tech behemoth reports earnings after the closing bell.

Why it matters

The company is expected to report adjusted EPS of $1.76 on $78.86 billion in revenue.

Common ground

Options markets are pricing in move of roughly +/-6% in reaction, based on near-term contracts.

Perspective signals

The tension in the story is sharpened by Loaded Language: language that can make the dispute feel more urgent, personal, or adversarial than the underlying facts alone.

Follow-up questions

What new context would change how readers understand this Nvidia Earnings Impact story?
What evidence would most clearly confirm or weaken the claim that Options markets are pricing in move of roughly +/-6% in reaction, based on near-term contracts?
How does this story connect Nvidia Earnings Impact with AI Infrastructure Trade over the next few days?

open_in_new Read the original article: https://www.cnbc.com/2026/05/19/these-stocks-typically-move-the-most-on-nvidias-…

psychologyPropaganda Techniques Detected

eFinder identified 1 propaganda technique in this article. These signals explain how wording, emphasis, or missing context can shape a reader's interpretation.

warning

Loaded Language 70% confidence

Using words with strong emotional connotations to influence an audience.

Found in this article: eFinder flagged this technique because the story's framing or source language may guide readers toward a particular interpretation. Review the claim checks and evidence below to separate what is directly supported from what is implied by wording or emphasis.

Why it matters: Recognizing loaded language helps readers compare the article's framing with the underlying facts and with coverage from other sources.

fact_checkClaims Checked

eFinder analyzed this article and checked 10 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

info Single Source 6

help Insufficient Evidence 3

check_circle Corroborated 1

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Claim 1: “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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Claim 2: “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 — 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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Claim 3: “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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Claim 4: “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.

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Claim 5: “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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Claim 6: “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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Claim 7: “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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Claim 8: “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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Claim 9: “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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Claim 10: “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…

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.