Morgan Stanley’s Joseph Moore just bumped his price target on Nvidia stock to $220 (a 15.8% increase from current prices), calling the AI behemoth to post its strongest quarter in some time. Throw in Mr. Market’s expectations for top-and-bottom-line numbers to surge over 50% year over year, and the setup looks remarkably optimistic.

Nvidia's third-quarter earnings will be the main event, but bellwether retailers will also report. September jobs data will be published on Thursday.

For Q3, analysts are anticipating adjusted earnings per share (EPS) of $1.26 on revenue of $55.2 billion, according to Bloomberg consensus data. That would represent increases of 55% and 57% increase versus the $0.81 EPS and $35.1 billion the company reported in the same period last year.

Wall Street's main indexes struggled for direction on Monday, ahead of a packed week that includes AI giant Nvidia's earnings and the resumption of government data releases, while Alphabet rose after Berkshire Hathaway disclosed a stake in the company.

The U.S. stock market is holding steadier, but the modest moves are masking some sharp swings underneath the market’s surface.

Nvidia stock drops over 2% as investors brace for earnings, rising valuations, and big-name exits fueling market jitters.

Nvidia's earnings event is just days away and Wall Street is zeroed in on the AI bellwether's third-quarter results.

In today's video, I discuss recent updates affecting Nvidia ( NVDA 1.45%) and other artificial intelligence stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below. *Stock prices used were the after-market prices of Nov. 12, 2025. The video was published on Nov. 12, 2025.