Nvidia (NASDAQ: NVDA) is a major influencer of tech- and semiconductor-oriented ETFs, with a 22% weight in VanEck Semiconductor ETF and significant holdings in other funds. Its earnings can impact the performance of these ETFs, with three potential scenarios: a beat with strong guidance, in-line results, or weak performance. Suppliers and component companies may also be affected. September’s earnings should provide clarity on hyperscaler spending, product roadmap, export control, and China revenue.
Nvidia Rally Meets Moment Of Truth: What It Means For Tech ETFs
