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Nvidia earnings and Jackson Hole: What to watch this week Nvidia earnings headline a busy week with an all-important inflation reading After a dizzying week centered on mixed retail earnings, rising bond yields, and a surprise intervention from the Treasury Department, investors step into another action-packed five-day stretch. The … [+9458 chars]
Source ↗S&P 500 Futures Prediction: Index at 7,674 as Oil Hits $87.06, Nvidia Earnings, AI Spending and Rising Treasury Yields Shape Monday Outlook S&P 500 Futures Prediction: Index at 7,674 as Oil Hits $87.06, Nvidia Earnings, AI Spending and Rising Treasury Yields Shape Monday Outlooksundayguardianlive.com 6S&P 500 Futures Prediction:S&P 500 futures look set to open lower on Monday as the coming week on Wall Street will be full of earnings reports, inflation data and signals from the Federal Re… [+9897 chars]
Source ↗NVIDIA Corporation (NVDA) & Advanced Micro Devices (AMD): Nvidia Might Ship AI Chips With Less Memory. AMD Says It’s Not Worried NVIDIA Corporation (NASDAQ:NVDA) is weighing a step that would have seemed unthinkable a year ago: shipping its next-generation Rubin Ultra GPU with less mem... NVIDIA Corporation (NASDAQ:NVDA) is weighing a step that would have seemed unthinkable a year ago: shipping its next-generation Rubin Ultra GPU with less memory than originally promised. According to… [+4548 chars]
Source ↗Advanced Micro Devices (AMD) Posts Record Sales, But Musk’s NVIDIA (NVDA) Pledge Sinks the Stock Advanced Micro Devices, Inc. (NASDAQ:AMD) delivered exactly the quarter investors ask for: record sales and a healthy beat, but the stock fell more than 8%.... Advanced Micro Devices, Inc. (NASDAQ:AMD) delivered exactly the quarter investors ask for: record sales and a healthy beat, but the stock fell more than 8%. The reason behind it: SpaceX CEO Elon Musk… [+4110 chars]
Source ↗Space Exploration Technologies (SPCX) vs. NVIDIA Corporation (NVDA): SpaceX Beats on Revenue, But AI Spending Steals the Show Space Exploration Technologies Corp. (NASDAQ:SPCX) beat Wall Street’s revenue estimates in its first earnings report since its record June IPO. The stock sti... Space Exploration Technologies Corp. (NASDAQ:SPCX) beat Wall Street's revenue estimates in its first earnings report since its record June IPO. The stock still fell as much as 8% in extended trading … [+4745 chars]
Source ↗The Trillion-Dollar AI Capex Gap: Why Too Much Hardware Could Be Nvidia’s Trap and Microsoft’s Opportunity The problem with AI valuations is that infrastructure spending is running far ahead of the revenue available to support it. Goldman Sachs estimates roughly $... The problem with AI valuations is that infrastructure spending is running far ahead of the revenue available to support it. Goldman Sachs estimates roughly $7.6 trillion in cumulative AI capital spen… [+4373 chars]
Source ↗Anthropic to SpaceX: You ain’t bigger In today's edition: Anthropic IPO, Trump digs data centers, SuperMicro's investigation, ChatGPT Apple Messages, Slack, Poolside Nvidia deal, Broadcom, Airwallex Good morning. Did you hear about Chinas robocop? The 6-foot-2-inch droid, deputized by the authorities in Hangzhou, is more mall cop than terminator (its limited duties include waving traffic and adm… [+4009 chars]
Source ↗Nvidia earnings, Jackson Hole to test pillars of stock rally Bitcoin jumps near $78k as Trump spurs U.S. regulatory hopes By Laura Matthews NEW YORK, Aug 21 (Reuters) - Nvidia’s earnings report and the Federal Reserve’s Jackson Hole symposium will test the assumptions behind this year’s stock market rally, offering clu… Bitcoin jumps near $78k as Trump spurs U.S. regulatory hopesBy Laura MatthewsNEW YORK, Aug 21 (Reuters) - Nvidias earnings report and the Federal Reserves Jackson Hole symposium will test the assumpt… [+141 chars]
Source ↗A China Chip Denial Lands Before Nvidia’s (NVDA) Big Week On August 20, Nvidia Corp. (NASDAQ:NVDA) denied a report by The Information claiming it planned small-batch shipments of a China-tailored LPU AI chip by year... On August 20, Nvidia Corp. (NASDAQ:NVDA) denied a report by The Information claiming it planned small-batch shipments of a China-tailored LPU AI chip by year-end. The denial lands less than a week be… [+4275 chars]
Source ↗NVIDIA Corporation (NVDA)’s Space Exploration Technologies (SPCX) Stake Traces Back to a Wild $1.25 Trillion Deal. Here’s How It Happened On August 14, 2026, NVIDIA Corporation (NASDAQ:NVDA) disclosed that its Space Exploration Technologies Corp. (NASDAQ:SPCX) stake was worth about $21 billion... On August 14, 2026, NVIDIA Corporation (NASDAQ:NVDA) disclosed that its Space Exploration Technologies Corp. (NASDAQ:SPCX) stake was worth about $21 billion at the end of the second quarter. A positi… [+4033 chars]
Source ↗Does NVIDIA Corporation (NVDA)’s AI Dominance Leave Any Room for International Business (IBM) to Catch Up? On August 11, International Business Machines Corporation (NYSE:IBM) announced a multi-year $240 million agreement with Together AI to deploy a massive clust... On August 11, International Business Machines Corporation (NYSE:IBM) announced a multi-year $240 million agreement with Together AI to deploy a massive cluster of NVIDIA HGX B300 systems on IBM Cloud… [+5548 chars]
Source ↗NVIDIA (NVDA): What Foxconn and Super Micro Are Telling Us about the AI Boom NVIDIA Corporation (NASDAQ:NVDA) is heading into its August 26 earnings report with expectations already elevated. Wall Street firm Stifel believes it can cl... NVIDIA Corporation (NASDAQ:NVDA) is heading into its August 26 earnings report with expectations already elevated. Wall Street firm Stifel believes it can clear this high bar, with its bull case buil… [+5224 chars]
Source ↗India and the U.S. Keep the Oil Flowing While Global Supplies Run Low Refineries in both countries are keeping the lights on the global oil supply while shipments are stuck in Moscow and the Strait of Hormuz. India and the U.S. Keep the Oil Flowing While Global Supplies Run Low - Moby THE GIST Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll… [+2535 chars]
Source ↗Intel and AMD Fall 4%, NVIDIA Unchanged as Chip Selloff Defies Bond Yield Relief Chip stocks are selling off hard even as bond yields fall and the broader market turns green, yet one name in the sector is holding completely flat while its... Quick Read <ul><li>Intel and AMD each dropped 4% while NVIDIA held flat, backed by China's H200 import easing and analyst Vivek Arya's "compelling opportunity" call. </li><li>Broadcom dropped 5% an… [+5006 chars]
Source ↗Nvidia’s (NVDA) $105B Ohio Bet: Ecosystem Expansion or Strategic Circularity? On August 17, Nvidia (NASDAQ:NVDA) agreed to guarantee up to $105 billion to help OpenAI lease a massive data center in Pike County, Ohio, being developed by... On August 17, Nvidia (NASDAQ:NVDA) agreed to guarantee up to $105 billion to help OpenAI lease a massive data center in Pike County, Ohio, being developed by SoftBank-owned SB Energy. The site could … [+4712 chars]
Source ↗Is NVIDIA’s (NVDA) AI Dominance About to Face Its Biggest Test Yet? Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In... Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management dis… [+4259 chars]
Source ↗China’s humanoid-maker Unitree surges more than 600% on Shanghai debut The Chinese robot maker raised more than $1500 million in its Shanghai IPO. Unitrees products are used not just by domestic academics, but also US tech giants such as Nvidia, Google and Amazon, said Renjie Guo, founder and chief executive of robotics engineering company Zero… [+1905 chars]
Source ↗China allows limited Nvidia H200 shipments: Why is Beijing easing curbs? China has allowed small batches of Nvidia's H200 AI chips into the country, easing restrictions as its leading AI firms seek more computing power to compete with US rivals China has allowed small batches of Nvidia's H200 AI chips into the country, easing restrictions as its leading AI firms seek more computing power to compete with US rivals Nvidia has about 500,000 H… [+6939 chars]
Source ↗What Happens If OpenAI Dies? If you liked this piece, you should subscribe to my premium newsletter. It's $70 a year, $18 a quarter, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 10,000 to 18,000 words, including vast, detailed analyses of NVIDIA,… If you liked this piece, you should subscribe to my premium newsletter. It's $70 a year , $18 a quarter , or $7 a month , and in return you get a weekly newsletter thats usually anywhere from 10… [+50839 chars]
Source ↗Brookfield Asset Management (BAM) & NVIDIA Corporation (NVDA): BAM’s CEO Says AI’s Bottleneck Is Infrastructure, Not Capital Brookfield Asset Management Ltd. (NYSE:BAM) CEO Bruce Flatt joined the CNBC panel this week to talk about Brookfield’s role in the $500 billion AI financing... Brookfield Asset Management Ltd. (NYSE:BAM) CEO Bruce Flatt joined the CNBC panel this week to talk about Brookfield's role in the $500 billion AI financing plan. When asked whether there's too much … [+3987 chars]
Source ↗The Goldman Sachs Group (GS)’s CEO Says He Has “a Deep Belief” in NVIDIA Corporation (NVDA). Reuters Compares the Deal to Auto Loans The Goldman Sachs Group, Inc. (NYSE:GS) CEO David Solomon joined CEO of NVIDIA Jensen Huang and other Wall Street chiefs on CNBC’s Closing Bell Overtime this... The Goldman Sachs Group, Inc. (NYSE:GS) CEO David Solomon joined CEO of NVIDIA Jensen Huang and other Wall Street chiefs on CNBC's Closing Bell Overtime this week to detail the $500 billion AI infras… [+3684 chars]
Source ↗NVIDIA’s $3 Billion Bet on the Power Behind AI NVIDIA Corporation (NASDAQ:NVDA)’s latest push into the infrastructure supporting AI chips extends all the way to the power grid. According to a report from... NVIDIA Corporation (NASDAQ:NVDA)'s latest push into the infrastructure supporting AI chips extends all the way to the power grid. According to a report from The Information, published on August 7, NV… [+3530 chars]
Source ↗Jim Cramer Backs NVIDIA (NVDA) Compute Bonds A massive structural shift is on the way in financial markets, where artificial intelligence hardware could increasingly become collateral for securitized cr... A massive structural shift is on the way in financial markets, where artificial intelligence hardware could increasingly become collateral for securitized credit. During the August 11 episode of CNBC… [+5643 chars]
Source ↗AMD, Intel and NVIDIA All Rally as Super Micro’s Blowout Numbers Reignite the AI Trade Three of the biggest names in logic chips closed higher on August 12, following a strong earnings report deep in the AI server supply chain. Advanced Micro D... Three of the biggest names in logic chips closed higher on August 12, following a strong earnings report deep in the AI server supply chain. Advanced Micro Devices, Inc. (NASDAQ:AMD) up 1.8% at $483,… [+4464 chars]
Source ↗Jim Cramer Reviews NVIDIA (NVDA) and Data Center Demand NVIDIA Corp. (NASDAQ:NVDA) was mentioned during the August 12 episode of Mad Money, as host Jim Cramer detailed the expansion across artificial intelligence... NVIDIA Corp. (NASDAQ:NVDA) was mentioned during the August 12 episode of Mad Money, as host Jim Cramer detailed the expansion across artificial intelligence infrastructure, as he said: Then today, a… [+4580 chars]
Source ↗No disclosed trades for $NVDA.