The stakes are high this earnings season. Investors are paying close attention to how changes in the debt markets and capital expenditures might impact the artificial intelligence (AI) trade. Fears about a possible slowdown in the AI build-out have already stoked a broad sell-off across AI infrastructure stocks, including data center GPU kingpin Nvidia (NASDAQ: NVDA), which now sits about 15% below its all-time high. With Nvidia set to report earnings on Nov. 17, all of this puts investors in an interesting position. Is Nvidia stock a buy right now? Here's what matters as we approach a very important earnings report.
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