Markets remain near all-time highs, but cracks are beginning to show.
Nvidia delivered the earnings and outlook that everyone was hoping for…but that was not enough for the market.
From AI infrastructure and cybersecurity to big-box retail and Chinese tech, the companies covered in this week’s Earnings Watch Party sit at the center of today’s most important market narratives. Can AI growth continue? How strong are consumers amidst ongoing economic uncertainty? Do recent earnings support or contradict the market narrative?
We hosted our latest Earnings Watch Party of 3Q25 earnings season to answer these questions and determine if any of these names provide quality risk/reward after earnings. In the session, we discussed:
- NVIDIA’s ability to sustain hyper-growth,
- what Walmart, Target, Home Depot, and Lowe’s results mean for consumer strength, and
- where opportunities are popping up across the market.
This isn’t headlines analysis — it’s about fundamentals.
In this Earnings Watch party we covered: NVIDIA (NVDA), Walmart (WMT), Target (TGT), Home Depot (HD), Lowe’s (LOW) Baidu (BIDU), Zoom (ZM), Palo Alto Networks (PANW), and more.
Get replays on all our training sessions, podcasts, reverse DCF case studies, and more in our online community.
It’s free to join – just complete this form.
Request the stocks you want us to cover at support@newconstructs.com.
This article was originally published on November 21, 2025.
Disclosure: David Trainer, Kyle Guske II, and Hakan Salt receive no compensation to write about any specific stock, style, or theme.
Questions on this report or others? Join our online community and connect with us directly.