NVIDIA SHOCKS STOCK MARKET AND SHARES SOAR AS TRUMP FUELS HOPES OF CHINA BLACKWELL SALES, BUYING AHEAD OF FED
By Nigam Arora
To gain an edge, this is what you need to know today.
Two Nvidia Shockers
Please click here for a chart of Nvidia stock (NVDA).
Note the following:
- The Morning Capsule is about the big picture, not an individual stock. The chart of NVDA stock is being used to illustrate the point.
- The chart shows a big move up yesterday on a revenue shocker and flurry of deals from Nvidia.
- The chart shows another up move in NVDA stock driven by President Trump.
- Yesterday, revenue projections from Nvidia were a shocker. Here are the key points:
- Nvidia has visibility into more than $0.5T in cumulative Blackwell and Rubin revenue through CY2026.
October 29, 2025