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NVDA GIVES BACK POST EARNINGS LOSSES. CLAIMS LOWER, GDP PRELIM HIGHER
Nvidia: Earnings weren’t terrible but below market expectations. No H20 chips included in guidance; potential extra $2–4B revenue if licenses go through. Speaker plans to go long Nvidia at the open using short-term call options.
Markets:
Nasdaq +26 pts
Dow +73 pts
S&P 500 +7.5 pts
Russell +11 pts (best performer)
European stocks higher, bonds lower
Crypto & Commodities:
Bitcoin +2% (113)
Ethereum +2.3% (4600)
Gold +131% (likely a misstatement, probably +1.31%)
Oil –151% (likely misstatement, probably –1.51%)
Currencies: USD and JPY relatively flat.
Economic Data:
Initial jobless claims slightly lower than expected (~2K lower).
Q2 Core PCE prices in line.
Tomorrow’s monthly PCE data still pending.
Fed Commentary: Fed’s Waller speaking at 4 PM. Seen as dovish, may push for rate cuts regardless of PCE data.
Other Stocks:
Dell reports after close; stock trading higher.
ABI call options being managed around $66 strike.
Overall: Markets up, Nvidia in focus, Fed still leaning dovish, watching Dell earnings and options plays.
22 Aug 2025
STOCKS STABLE AHEAD OF POWELL’S JACKSON HOLE SPEECH, NVDA FALLS PREMARKET
Market open with Nasdaq, S&P, and Dow slightly higher
Nvidia down on China chip production pause reports
Focus on Powell’s Jackson Hole speech at 10 a.m.
Markets pricing 70–80% chance of a September rate cut
Fed divisions: some members pushing for cuts, others for patience
Possible shift away from average inflation targeting
Scenarios for equities, bonds, crypto, and USD depending on Powell’s tone
Other central bank speeches (ECB, BOJ, BOE) coming up
Key data: Canadian retail sales at 8:30 a.m.
6 Aug 2025
STOCKS MIXED AFTER MONSTER RALLY YESTERDAY, ISM NON AND AMD EARNINGS NEXT
NASDAQ up 55 pts after a huge 400+ pt rally yesterday (best since May).
S&P 500 up 5 pts, Dow down 17 pts, Russell up 7 pts.
European stocks strong: DAX +1%, Euro Stoxx +0.5%.
Bonds down: 30Y yield up 66bps, 10Y up 4bps.
Bitcoin down 1% after touching $115K.
Ethereum down 2.7%, Solana -1.5%.
Gold flat.
Apple & Google flat pre-market.
Nvidia down after US announces tracking chips exports and tariffs on semis & pharma.
Amazon +0.5%, Microsoft +0.5%, Netflix flat.
AMD earnings today — up 0.68% pre-market.
Palantir +7% pre-market after strong Q2 beat (+12% in 24 hrs).
Coinbase -4% on $2B convertible note issuance.
Chinese stocks strong, YINN +2.31%.
Semiconductor index up 1.3%.
Nuclear stocks bouncing (SMR, OLO, NLR up ~1.5–2%).
10 AM: ISM Non-Manufacturing Report (watch for signs of slowdown).
9:45 AM: Global Services PMI expected at 55.2.
Tariff headlines dominate:
Trump to raise tariffs on India, pharma, and chips.
Reciprocal tariffs start Thursday.
Japan seeking lower auto tariffs.
EU facing 35% tariff unless investment agreements are made.
Trump also praised Kevin Warsh and Hassett as Fed chair candidates.
Rate cuts possible: markets may price in 3 cuts for 2025.
Palantir Q2: Revenue +48% YoY, $1B vs $937M est. Strong government sales.
Intel struggling with chip manufacturing (per Reuters).
Broadcom launched faster networking chip.
Core Scientific facing investor pushback on CoreWeave merger.
Cisco suffered data breach (basic profile data stolen).
UK new car sales dropped 60% YoY.
Tesla down 10.5% pre-market on that news.
Amazon Australia partnering with a satellite startup to connect remote users.
🪙 Crypto & Commodities🔍 Stock Highlights📰 Key News & Events📊 Earnings & Corporate🚗 Tesla News📡 Other
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