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Nvidia's Blowout And Retail's Resilience In The Last Big Week For Q4 Earnings

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⚡ Quantum Brief
Nvidia’s record Q4 earnings surged past expectations, driving S&P 500 EPS growth as AI demand fueled unprecedented revenue, cementing its dominance in accelerated computing and quantum-adjacent GPU markets. Retail giants like Home Depot and TJX defied economic uncertainty with strong Q4 results, signaling resilient consumer spending despite trade policy volatility and inflation pressures. Over 90% of S&P 500 firms have reported, with next week’s final earnings wave featuring 1,068 companies, including CrowdStrike, Gap, and Abercrombie, closing the season on a high note. CEO confidence remains robust despite AI regulatory ambiguity and trade risks, with executives betting on sustained growth amid technological disruption and shifting global supply chains. Wall Street Horizon data highlights how corporate event volatility—earnings, dividends, and conferences—continues shaping market movements as investors brace for post-earnings season shifts.
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Christine Short340 FollowersFollow5ShareSavePlay(8min)CommentsSummaryBlowout reports from Nvidia and retailers such as Home Depot and TJX boosted Q4 EPS growth.Despite uncertainty swirling around US trade policy and AI, American CEOs remain confident on future growth.Next week, 1,068 companies are expected to report, including results from CrowdStrike, Ross Stores, Abercrombie & Fitch, Gap and more. Smile/DigitalVision via Getty Images Trade Risk Returns Just as Retailers Begin to Report With over 90% of S&P 500 earnings reported, the season wraps up next week with a final trickle of retail names. Overall, it was a great season for these large-capThis article was written byChristine Short340 FollowersFollowWall Street Horizon provides institutional traders and investors with the most accurate and comprehensive forward-looking event data including earnings calendars, dividend dates, option expiration dates, splits, investor conferences and more. Covering 9,500 companies worldwide, we offer more than 40 corporate event types via a range of delivery options. By keeping clients apprised of critical market-moving events and event revisions, our data empowers financial professionals to take advantage of or avoid the ensuing volatility.

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