Nvidia(US:NVDA) Di Yi Cai Jing Zi Xun·2025-08-25 23:56Market Overview - US stock markets experienced a decline, with the Dow Jones Industrial Average falling by 349.27 points (0.77%) to 45282.47 points, the Nasdaq Composite down 0.22% to 21449.29 points, and the S&P 500 decreasing by 0.43% to 6439.32 points, driven by poor economic data and investor concerns over Federal Reserve interest rate outlook [2] - Consumer goods and healthcare sectors led the decline, while notable tech stocks showed mixed performance, with Tesla up 1.9%, Google up 1.1%, and Nvidia up 1.0%, while Apple and Meta fell by 0.2% and Microsoft by 0.6% [2] Economic Indicators - The US Commerce Department reported a 0.6% decrease in new home sales, seasonally adjusted to an annualized rate of 652,000 units, indicating ongoing struggles in the housing market amid high mortgage rates [3] - The Dallas Fed's manufacturing index dropped from 0.9 in July to -1.8 in August, indicating a return to contraction, while the Chicago Fed National Activity Index fell to -0.19 in July, suggesting below-average growth [4] - Employment-related indicators within the Chicago Fed index remained negative, highlighting weaknesses in the US labor market [4] Federal Reserve Outlook - Comments from Federal Reserve Chairman Jerome Powell have led to adjustments in Wall Street's expectations, with Barclays, BNP Paribas, and Deutsche Bank predicting a 25 basis point rate cut next month, with an 80% probability of easing monetary policy in September [2] - The upcoming Personal Consumption Expenditures (PCE) price index and non-farm payroll data are anticipated to be critical in shaping future monetary policy decisions [3] Company-Specific News - Nvidia's upcoming earnings report is highly anticipated, particularly in light of a recent revenue-sharing agreement with the US government, which may impact performance forecasts [3] - Intel shares fell by 1% following the announcement of a government investment in the chip manufacturer [4] - Keurig Dr Pepper's stock dropped by 11.5% after announcing a $18.4 billion cash acquisition of JDE Peet's [4] - Furniture retailers RH and Wayfair saw declines of over 5% after President Trump announced an investigation into furniture import tariffs [4] Commodity Market - International oil prices rose, with WTI crude nearing $64.80 per barrel (up 1.79%) and Brent crude at $68.80 per barrel (up 1.58%) [4] - Gold prices showed slight fluctuations, with COMEX gold futures for August delivery down 0.02% to $3373.80 per ounce [4]