November 17 will be the real test! After Jensen Huang’s departure, can Nvidia’s earnings report still steady investor confidence?

Jensen Huang’s departure has already shaken the market, but what may truly determine Nvidia’s next move is its upcoming earnings report.
According to Nvidia’s announcement, the company plans to release its fiscal 2027 third-quarter results on November 17.
This earnings report may be more important than usual.
That’s because investors now need to assess two questions at once: whether Nvidia’s business is healthy, and whether the company can maintain its previous growth trajectory without Jensen Huang.
First, data center revenue. Demand for AI chips remains an important indicator of the company’s fundamentals.
Second, gross margins and profitability. Revenue growth is important, but if costs rise too quickly, the market may reassess the company’s valuation.
Third, investors will look at management’s outlook for future orders, product deliveries, and capital expenditures.
Another easily overlooked point is how the new management team responds to investors’ questions about the continuity of the company’s strategy.
If results are strong and guidance is steady, market confidence may gradually recover; if results or the outlook fall short of expectations, the uncertainty created by the management change may intensify.
This earnings report may be more than just a report card—it could be the first test of trust for Nvidia’s new era. #每周来晒 and #黄仁勋辞职