Nvidia(US:NVDA) 智通财经网·2025-05-28 11:44Market Overview - As of May 28, U.S. stock index futures showed mixed movements with Dow futures down 0.01%, S&P 500 futures up 0.07%, and Nasdaq futures up 0.12% [1] - European indices also experienced declines, with Germany's DAX down 0.50%, UK's FTSE 100 down 0.15%, and France's CAC40 down 0.20% [2][3] - WTI crude oil increased by 0.84% to $61.40 per barrel, while Brent crude rose by 0.79% to $64.07 per barrel [4] Economic Insights - Goldman Sachs indicated that the inflation impact from tariffs is expected to be temporary, predicting a rise in core PCE inflation to 3.6% by year-end, followed by a rapid decline in 2024 [5] - Barclays noted that institutional holdings remain low, suggesting that the path of least resistance for global markets is upward, despite recent sell-offs in U.S. stocks [6] Company-Specific Developments - Nvidia is set to report its Q1 2026 earnings, with expected revenue of $43.3 billion, up from $26 billion year-over-year, which could solidify the strong performance of tech stocks [9] - Macy's reported Q1 revenue of $4.79 billion, exceeding expectations, but lowered its full-year earnings guidance to $1.60-$2.00 per share due to tariff and spending uncertainties [11] - Okta reported Q1 earnings of $0.86 per share, above expectations, but maintained a cautious outlook for the full year due to macroeconomic uncertainties related to tariffs [12] Regulatory and Legal Matters - Meta is facing a potential breakup as the FTC's antitrust case against the company is in the final judgment phase, which could lead to significant changes in its business structure depending on the ruling [10]