Nvidia founder, President and CEO Jen-Hsun Huang delivers a keynote address at CES 2017 at The Venetian on Jan. 4, 2017 in Las Vegas. Getty Images

Another two major U.S. companies blamed China for weaker earnings — construction machinery giant Caterpillar and chipmaker Nvidia — and their shares both plunged on Monday because of it. Goldman Sachs had warned clients about companies with big international sales in a note on Friday, especially those with big revenues from China. It specifically warned about Nvidia ahead of the chipmaker's surprise disclosure on Monday. The other names on the list that gave Goldman pause were Broadcom, Micron Technology, Qualcomm, Qorvo, Skyworks Solutions and Wynn Resort. Those six, along with Nvidia, get more than half their sales from Greater China, according to the firm.

Shares of Nvidia tanked as much as 17 percent on Monday after the company lowered its revenue guidance for the fourth quarter citing "deteriorating macroeconomic conditions, particularly in China." Caterpillar stock fell more than 9 percent on Monday after the company pointed to tariffs and a slowdown in China as major factors in its disappointing fourth-quarter results.