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US Equity Investors to Focus on Nvidia's Results, October Fed Minutes, Delayed Economic Data This Week
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US Equity Investors to Focus on Nvidia's Results, October Fed Minutes, Delayed Economic Data This Week
Nov 17, 2025 4:06 AM

06:31 AM EST, 11/17/2025 (MT Newswires) -- US equity investors will look out for Nvidia's ( NVDA ) quarterly earnings amid the weakness in the so-called AI trade last week and the Fed's October meeting minutes and the release of a delayed labor market report for September.

* Wedbush Securities said late Friday it expects Nvidia ( NVDA ) will again exceed estimates and guide better than the Street. "The question in our view is rather the exact magnitude of upside given NVDA seems to have grown beyond the beat by $2B, guide $2B higher cadence that had typified results through FY2025 and FY2026."

* Other Wall Street heavyweights releasing quarterly results include Walmart ( WMT ) , TJX Companies ( TJX ) , Palo Alto Networks ( PANW ) , Lowe's Companies (LOW), Target ( TGT ) , and The Home Depot ( HD ) .

* Meanwhile, the Federal Open Market Committee minutes are due Wednesday. Investors will look for clues whether a third consecutive interest-rate cut will arrive in December, after the weakening AI trade on the back of valuation concerns undermined a major support for equity markets.

* Top Fed officials speaking this week include New York Fed President John Williams, Fed Governor Christopher Waller, Fed Vice Chair Philip Jefferson, Fed Governor Michael Barr, and Chicago Fed President Austan Goolsbee.

* Other data due this week includes the US manufacturing and services PMI Index, the Michigan consumer sentiment and inflation expectations.

* Investors will look out for the release of delayed data from federal government agencies following the end of a 43-day-long shutdown. From Oct. 1 through Nov. 12, more than 30 reports from the Bureau of Labor Statistics, the Bureau of Economic Analysis, and Census Bureau were not released on schedule, according to a Jefferies note Friday.

* The Labor Department will release its numbers on September hiring and unemployment Thursday, according to reports.

* The G20 Johannesburg Summit is scheduled for Nov. 22-23 in Johannesburg, South Africa.

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