Nvidia shares have been hit by a steep selloff following controversies involving the company’s longtime CEO, Jensen Huang, which outlets describe as involving two alleged affairs, including one linked to a suspected Chinese spy. Despite that shake-up, several AI-linked stocks are reported to have steadied in the following days, with investors turning attention to the next set of major catalysts.

Multiple outlets frame the upcoming period around Nvidia’s quarterly earnings report and Anthropic’s planned mega initial public offering. Economic Times highlights that Nvidia results and the Anthropic listing could act as tests for the broader AI trade, with market sentiment potentially shifting depending on how those events play out. NDTV focuses on how Wall Street is buying into the Nvidia “dip,” and links the company’s near-term stock reaction to whether the Anthropic IPO proceeds and listing performance can reward investors.

Alongside these AI-focused developments, Economic Times also notes that retail sales data could add context for consumer health and inflation pressures, suggesting investors may be watching more than tech-specific signals as they position for the week ahead.