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$VG S&P 500(VOO.US)VOO heads into next week with Nvidia’s earnings on November 17 firmly in focus, particularly with…

$VG S&P 500(VOO.US)

VOO heads into next week with Nvidia’s earnings on November 17 firmly in focus, particularly with the company reporting without Jensen Huang at the helm for the first time. This adds another layer of uncertainty to an already jittery AI trade. Given Nvidia’s outsized weight in VOO, any sharp reaction to its results could have a meaningful impact on the ETF. I’m watching closely to see whether strong earnings and guidance can restore confidence in the AI trade, or whether leadership uncertainty will overshadow the fundamentals.

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