MPC Markets Morning Call

19th November 2025 – Sell off continues as investors worry about economic reality check


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In this conversation, Mark from MPC Markets discusses the current market trends, focusing on major indices performance and the anticipated earnings report from Nvidia. He highlights the significant growth expected in Nvidia's revenue and earnings per share, particularly from its data center division, and expresses confidence in Nvidia's ability to exceed expectations.

takeaways

• Major indices have shown a significant decline recently.

• Nvidia's earnings report is highly anticipated.

• Consensus revenue estimates for Nvidia are around $54.8 billion.

• Year-on-year growth for Nvidia is projected at 56%.

• The data center division is crucial for Nvidia's revenue.

• EPS for Nvidia is expected to be around 124-125.

• Nvidia's growth is largely driven by its data center division.

• Mark expresses confidence that Nvidia will beat earnings expectations.

• The market is sensitive to earnings reports from major companies.

• Investors are closely watching the performance of major indices.


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MPC Markets Morning CallBy MPC Markets