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Nvidia Falls More Than 2.2% Before Earnings as Seven-Day Slide Extends

The coming results must answer a market already weighing semiconductor weakness, rising memory costs and questions around the AI infrastructure boom.

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Nvidia Falls More Than 2.2% Before Earnings as Seven-Day Slide Extends
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Nvidia shares fell more than two percent Monday, to just under two hundred ten dollars, extending a nearly seven-percent slide over seven days and putting the stock on track for seven straight declines. The timing matters: Nvidia reports second-quarter earnings after Wednesday’s market close, giving investors their next direct read on demand and execution in the AI-chip business. But Monday’s move was not isolated. AMD, TSMC, and Broadcom also dropped, while the Philadelphia Semiconductor Index fell two-point-seven percent. That points to broader pressure across the chip sector, even as investors look for company-specific answers. One question concerns pricing. Bloomberg reported that Nvidia told its biggest customers it may raise prices by as much as fifteen percent next year for servers containing its AI chips, as memory costs rise. The earnings call could clarify how those higher component costs affect customers and margins. Investors are also weighing Nvidia’s investments in OpenAI and Anthropic, which are both large customers. The criticism centers on Nvidia holding investor and supplier roles at the same time; the story cites no wrongdoing. Political backlash around the data-center expansion needed to power AI adds another layer of scrutiny. Still, the retreat has not erased the bigger picture: Nvidia remained up more than eleven percent this year, with a market value of roughly five trillion dollars. The key fact ahead is whether Wednesday’s results separate a broad semiconductor pullback from any weakening in Nvidia’s own AI demand and execution.

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3 key points

Nvidia’s Wednesday earnings are becoming a test of whether recent weakness reflects a broad semiconductor pullback or company-specific concerns. Shares fell more than 2.2% near $210 Monday, extending a nearly 7% seven-day retreat, while AMD, TSMC, Broadcom and the semiconductor index also declined. Investors will seek clarity on a Bloomberg-reported plan to raise prices by up to 15% next year for AI-chip servers as...

  1. 01

    Nvidia reports second-quarter earnings after Wednesday’s market close, providing the next direct checkpoint on demand and execution.

  2. 02

    The Philadelphia Semiconductor Index fell 2.7% Monday, indicating Nvidia’s decline coincided with broader chip-sector weakness.

  3. 03

    Bloomberg reported Nvidia may raise AI-server prices up to 15% next year as memory costs increase.

Nvidia shares fell more than 2.2% to just under $210 around 1 p.m. EDT Monday, putting the stock on pace for a seventh consecutive daily decline. The company is scheduled to report second-quarter earnings after Wednesday’s market close, giving investors their next company-specific checkpoint.

A Monday selloff before the release

AMD, TSMC and Broadcom also fell Monday, while the Philadelphia Semiconductor Index declined 2.7%. The synchronized weakness places Nvidia’s move alongside a wider semiconductor selloff; it does not isolate the day’s decline to Nvidia’s own business.

The release follows quarterly projection misses by other AI companies, including Meta in July, a backdrop that made Nvidia’s results highly anticipated. Wednesday’s figures will provide the next direct view of the chipmaker’s business.

A reported pricing plan brings a separate question to the earnings call. Bloomberg reported that Nvidia told its biggest customers it plans to raise prices by as much as 15% next year for servers containing its AI chips, citing rising memory costs. The plan connects a component-cost increase to the price of complete AI servers.

Nvidia’s intraday position Monday
Just under $210Share price around 1 p.m. EDT

Nvidia traded at just under $210 around 1 p.m. EDT on Monday.

More than 2.2%Monday intraday decline

The stock was down more than 2.2% at that point.

Nearly 7%Reported seven-day retreat

Shares were down nearly 7% during the reported seven-day decline.

The customer and infrastructure questions

Critics have questioned Nvidia’s equity investments in OpenAI and Anthropic, which are also among its large customers. The concern centers on Nvidia holding investor and supplier roles in relationships with major purchasers; it is criticism of the arrangement, not a finding of wrongdoing.

The slide also came amid growing political backlash to the AI data-center buildout needed to power the technology. That makes the physical expansion behind AI demand part of the context surrounding Nvidia’s earnings.

The next move is Nvidia’s results

The recent retreat has not erased Nvidia’s larger market position. The stock remained up more than 11% year to date, and Nvidia was the world’s largest company by market capitalization at roughly $5 trillion. Wall Street’s view is not uniform: a Cantor Fitzgerald analyst set a $350 price target, about 67% above Monday’s trading price. That is an analyst forecast, not an outcome. Wednesday’s release is the next scheduled test of those expectations.

Sources

  1. forbes.comHere’s Why Nvidia Stock Is Down Today—Again

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