
Nvidia Q2: Longest Losing Streak Meets Record Bar
Nvidia enters its most-watched earnings report in years following its longest consecutive stock decline since 2022, with Wall Street demanding 96% revenue growth and near-perfect data center…
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Nvidia enters its most-watched earnings report in years following its longest consecutive stock decline since 2022, with Wall Street demanding 96% revenue growth and near-perfect data center…

Broadcom sank 5.6% Monday, erasing $105 billion in market value to become the top drag on the S&P 500 and Nasdaq ahead of Nvidia's pivotal Wednesday earnings report.

US national debt surpassed $40 trillion, lifting 30-year Treasury yields to a 17-year high of 5.25% as interest costs hit $1.2 trillion annually, reshaping the federal budget.

Nvidia has told Microsoft, Alphabet, and Oracle that AI servers using Vera Rubin and Grace Blackwell chips will cost over 15% more as HBM memory costs surge.

PDD Holdings posted $6.6B in Q2 revenue, missing the $7B consensus, as profit fell 12% and the EU imposed a $30M fine on Temu for illegal product listings.

CrowdStrike (CRWD) reports fiscal Q2 2027 results on August 26 as AI detection and response ARR surges 250% sequentially and options markets signal a roughly 8% post-earnings move.

New Fed Chair Kevin Warsh addresses Jackson Hole August 28 with a rare 9-3 FOMC split on record and September rate-hike odds near 1-in-3, putting global markets on edge.

Gold surges to $2,671/oz, up 14% in a month, as Iran tensions, a US-Canada tariff collapse, and 30-year Treasury yields at 5.20% fuel record safe-haven demand.

The White House clears Apple to source NAND and DRAM from China's YMTC and CXMT, sending SanDisk down 9% and Micron and Western Digital each down 7% in a single Monday session.

Alibaba's 9.76% Hong Kong plunge and Samsung's 8% drop anchor Asia's worst tech session in months alongside fresh US-Canada tariffs and Iran sanctions.

Dick's Sporting Goods reports Tuesday with $10.6 billion in Q2 revenue expected, a ~62% year-over-year surge that marks the first full quarter absorbing Foot Locker's store network after the $4.4…

BJ's Wholesale Club posted record 8.5 million members and $1.36 adjusted EPS in Q2 2026, crushing the $1.17 estimate as fuel volumes and digital sales surged.

S&P 500 fell 1.4% the week ending August 21, snapping a three-week rally, as surging Treasury yields pulled capital from tech into healthcare and energy defensive sectors.

Israeli airstrikes on Hezbollah in Lebanon shattered Hormuz diplomacy; Iran conditioned any peace deal on a Lebanese ceasefire, driving Brent crude to $94.

Nvidia faces its biggest test of 2026 on August 26 as analysts project $91-95 billion in revenue and post-earnings history warns of a possible selloff.

Broadcom pursues a $100 billion AI debt vehicle targeting Nvidia's edge, as BMO initiates AVGO at Outperform with a $455 target ahead of August 26 earnings.

Ross Stores posted Q2 EPS of $2.66 against a $1.94 consensus, with 10% comparable-store sales growth and a full-year guidance raise sending ROST up roughly 8%.

Three simultaneous releases - GDP revision, July core PCE, and Nvidia earnings - leave the Federal Reserve little room to lower interest rates before its September 15-16 policy meeting.

Dollar Tree and Dollar General report Q2 2026 earnings Thursday as higher-income trade-downs transform discount chains into a prime gauge of how far economic pressure has spread across American…

The UAE imposed an indefinite trade and financial embargo on Iran on August 19, 2026, severing a $27 billion annual economic lifeline after two Iranian ballistic missiles struck Emirati waters.

Intuit (INTU) climbs 7.5% in the week before its August 25 earnings as analysts forecast a 30% EPS jump, with AI-powered TurboTax and QuickBooks emerging as a quiet rival to louder technology…

Salesforce reports August 26 with CRM stock down 22% year-to-date, Agentforce AI ARR at $1.2 billion, and Polymarket pricing a 91% chance of an earnings beat.

Fed Chair Kevin Warsh delivers his inaugural Jackson Hole keynote August 28 as hold-vs.-hike odds and a bond selloff keep equity markets on edge.

Bridgewater's Ray Dalio warns a U.S. sovereign debt crisis may arrive by 2029, calling Bessent's bond buyback a red flag and urging a 10-15% portfolio shift into gold.

U.S. Composite PMI climbed to 56.0 in August, a 52-month high that lifted the Dow industrials average 559 points and tightened the Fed's rate-cut calculus ahead of next week's PCE release.

Spot gold crossed $2,500 per troy ounce for the first time Friday, completing three consecutive weeks of gains as simultaneous bond market turbulence, a sliding dollar, and escalating Middle East…

Nevada clears Tesla to deploy up to 5,000 paid robotaxis in Clark County, a 500x jump from its 10-vehicle cap, lifting TSLA toward its best week since May.

Merck surged 12.6% on August 19 as a Phase 3 mRNA melanoma vaccine with Moderna cleared key endpoints, marking the first neoantigen therapy to succeed at that stage and easing fears about…

Moderna shares posted a historic single-session gain after intismeran cleared its Phase 3 melanoma primary endpoint, triggering an $8 billion short squeeze and redefining the outlook for biotech…

Warren Buffett warns the stock market today has become a "casino," with Berkshire's record $373 billion cash pile and dual valuation metrics at dot-com-era highs sending one of Wall Street's…