Nvidia earnings just delivered a big surprise 📈 Revenue and guidance both crushed Wall Street estimates, stock jumped over 4% in after‑hours trading. Even with solid AI numbers, the market hasn’t shifted its full attention away from tomorrow’s Jackson Hole speech. Great

Lovkesh Yadav @LovkeshYadav5 ·
Nvidia earnings just delivered a big surprise 📈 Revenue and guidance both crushed Wall Street estim…

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  1. #1

    Markets are now pricing in high odds of a Fed rate hike after the hot August CPI data. Core inflation stayed sticky, which changed the game for rate expectations. The key to watch…

    Lovkesh Yadav @LovkeshYadav5 ·
  2. #2

    Nvidia is reportedly in talks to invest up to $10bn into Anthropic’s upcoming IPO. This is more than just an investment. The AI chip giant is tying itself directly to one of the t…

    Lovkesh Yadav @LovkeshYadav5 ·
  3. #3

    US August PPI came in hotter than expected. Rising producer prices reignite worries about sticky inflation. It makes Fed rate cuts less likely in the near term. Traders will keep…

    Lovkesh Yadav @LovkeshYadav5 ·
    US August PPI came in hotter than expected. Rising producer prices reignite wor…
  4. #4

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    Lovkesh Yadav @LovkeshYadav5 ·
  5. #5

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    Lovkesh Yadav @LovkeshYadav5 ·
  6. #6

    🗣️AI‑server demand is draining memory‑chip inventories at Samsung and SK Hynix, with supply down to less than 10‑day stock. Memory stocks long struggled with oversupply. AI‑driven…

    Lovkesh Yadav @LovkeshYadav5 ·

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