The semiconductor market is positioned to have another "transformative year" in 2025, believes exchange-traded fund provider VanEck. Industry leaders such as Nvidia (NASDAQ:NVDA), Broadcom (AVGO), TSMC (TSM),

Those issues have raised questions over Nvidia’s near-term financials. And those questions have arrived as investors reckon with the prospect of slower growth from the company and other Big Tech players that have gone all in on AI — generally by spending billions and loading up on Nvidia’s chips.

History largely supports the chances that Nvidia will beat estimates with its upcoming Q4 results. Several factors provide reasons for optimism the stock will jump after its Q4 update, including "staggering" Blackwell demand.