Nvidia (NVDA) shares fall following reports of overheating issues with its Blackwell chips, ahead of the company’s third-quarter earnings report this Wednesday.

Rosenblatt Securities senior research analyst Hans Mosesmann joins Market Domination Co-hosts Julie Hyman and Josh Lipton to share that some of the headwinds Nvidia is facing stem from the company’s push to advance technology at a faster pace than the supply chain can support.

“The ramp, while delayed, is going to happen in the first half of next year,” Mosesmann explains. “They may lose unit market share, but value market share in terms of AI, we think grows.”

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This post was written by Cindy Mizaku.