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The second quarter earnings season is nearly complete, with Nvidia’s (NVDA) Q2 results on Wednesday serving as a keystone to a remarkably strong stretch of corporate reports.
Investing.com - U.S. stock futures pointed higher on Tuesday, as investors looked ahead to key inflation data and Nvidia’s quarterly results later this week for fresh clues on the outlook for interest rates and the artificial intelligence trade.
Stock markets were heading for a positive open as investors positioned themselves ahead of crucial earnings and economic events and shrugged off a raft of U.S. sanctions on Iran. Nasdaq 100 futures were jumping 1% in Tuesday’s premarket after fears about artificial-intelligence spending by big tech companies sparked a selloff the previous session, leading the tech-heavy Nasdaq Composite to finish in the red. In a speech on Monday, Treasury Secretary Scott Bessent said the U.S. was sanctioning more than 60 entities, individuals, and vessels tied to the Iranian regime, but didn't outline any specific steps against individual countries such as China, a major buyer of oil from the Middle Eastern Country.
U. S. stock futures moved higher on Tuesday as investors looked ahead to Nvidia (NASDAQ:NVDA) earnings and key inflation data later in the week, while markets assessed Washington’s expanded sanctions campaign against Iran.
Investors weighed new trade measures against Canada and Iran, looming Nvidia earnings, and predictions for Kevin Warsh's first Jackson Hole speech as Fed chair.
Investors weighed new trade measures against Canada and Iran, looming Nvidia earnings, and predictions for Kevin Warsh's first Jackson Hole speech as Fed chair.
Options traders are pricing in a $280 billion swing in Nvidia's market value after the company reports second-quarter earnings on Wednesday afternoon, as investors seek fresh insight into the demand driving the technology sector. The chipmaker's options are pricing in a 5.4% move in either direction on Thursday, a day after the company reports results, which is below the 6.5% move implied ahead of its May earnings report. The implied move translates to about $280 billion in market capitalization — more than the individual market value of about 90% of S&P 500 constituents.
A crucial earnings week awaits markets, where results from chipmakers including Nvidia and Marvell Technologies are expected.
Investors are closely tracking the slide in Nvidia and other AI-linked stocks as macro developments add pressure to markets during a crucial week.
Sliding shares of chip makers and signs of intensifying geopolitical tension weighed on major stock indexes Monday, delivering a muted start to a jam-packed week for markets. Stocks tied to the artificial-intelligence trade dropped, extending their bumpy stretch ahead of Wednesday’s all-important earnings update from Nvidia.
<body><p>STORY: Wall Street's main indexes ended mixed on Monday, with the Dow adding about a quarter of a percent, the S&P 500 shedding roughly the same amount, and the Nasdaq sliding around three-quarters of a percent.</p><p>Investors braced for a busy week that includes Fed Chair Kevin Warsh's debut speech at the central bank's annual Jackson Hole symposium.</p><p>Rob Haworth is senior investment strategy director at U.S. Bank Asset Management Group.</p><p>"We've got a big week ahead of us with Nvidia earnings on Wednesday, personal income and PCE [Personal Consumption Expenditures] also on Wednesday. So that'll be key. And then none of us are really sure what Chair Warsh is going to say on Friday morning. It probably isn't a lot about the future of monetary policy, but we are all interested in, what is the reaction function going to be? And we're maybe hopeful that he'll say something. But I think this is a market that's kind of waiting for some direction, and there's maybe a little nerves ahead of all that.”</p><p>:: Archive</p><p>Meanwhile, the Trump administration announced a possible expansion of sanctions on countries doing business with Iran as part of what it billed as an "economic D-Day," but stopped short of actually imposing penalties.</p><p>Chip stocks sold off, with Nvidia dropping 3%, Micron Technology falling nearly 6% and Broadcom sliding about 2.5%.</p><p>Separately, President Trump warned that tariffs on cars, trucks and automotive parts from Canada would be increased to 50% starting January 1 after trade talks collapsed over the weekend.</p><p>Shares of Ford and General Motors fell, while trucking company J.B. Hunt Transport tumbled nearly 6%.</p></body>
Nvidia will have to get its stock price rerated to shake off the "cheap valuation" vibes.
Here’s what could be next for Nvidia stock.
S&P 500 companies' second-quarter earnings and revenue growth eased week over week as the reporting
GM, Ford, and Stellantis shares were lower as trade talks between Canada and the U.S. broke down over the weekend.
NVIDIA is expected to generate +99% earnings growth and PCE looks to remain high at +3.6%.
Aug 24 (Reuters) - Wall Street's main indexes opened lower on Monday as investors weighed the U.S. pledge of an "economic D-Day" against Iran while awaiting AI giant Nvidia's quarterly results and a
Aug 24 (Reuters) - S&P 500 and Nasdaq futures slipped on Monday as investors prepared for a pivotal week marked by the prospect of fresh U.S. sanctions on Iran, Federal Reserve Chair Kevin Warsh's
U. S. stock futures moved lower on Monday as investors prepared for Nvidia’s (NASDAQ:NVDA) quarterly results later in the week, with uncertainty surrounding the artificial intelligence trade combining with geopolitical tensions between Washington and Tehran to weigh on sentiment.
Federal Open Market Committee (FOMC) policymakers just acknowledged that Fed Chair Kevin Warsh's worst-case scenario for inflation is a genuine possibility.
Oil prices fell on Monday as investors braced for details of a US plan to isolate the Iranian economy that President Donald Trump billed as the "most crushing" financial operation ever against Tehran.Vice President JD Vance admitted the plan was a "delicate dance" because Iran will "try to apply economic pressure to us".
By Wayne Cole SYDNEY, Aug 24 (Reuters) - Share markets were flat in Asia on Monday and oil prices eased as investors awaited details of threatened U.S. sanctions on Iran due later in the session,
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