Nvidia numbers and U.S. payrolls in focus

Group 1: Market Overview - The NASDAQ experienced its second consecutive weekly loss, while the Dow and S&P ended slightly higher, masking significant volatility in the tech sector [2][5] - This week is pivotal with Nvidia earnings and two major labor market reports expected to influence market sentiment [6][18] - Bitcoin has seen a significant decline, dropping to around $95,000, raising concerns about its impact on investor sentiment in technology stocks [8][10] Group 2: Company Developments - Nvidia is anticipated to report strong earnings, with expectations of a typical 5% earnings beat, which could significantly affect market dynamics [44][45] - Berkshire Hathaway disclosed a new $4.3 billion stake in Alphabet, making it the 10th largest US stock holding, while reducing its position in Apple by 15% [18][19] - Appaloosa Management increased its stake in Nvidia by 85% while reducing holdings in other tech stocks like Alphabet and Meta [19] Group 3: Economic Indicators - European earnings have surpassed expectations with a 4.7% annual growth, as 53% of companies beat analysts' earnings forecasts [52] - The US administration has rolled back tariffs on several products, including food items, in response to rising consumer prices [57][58] - Switzerland has reached a trade deal with the US, reducing tariffs from 39% to 15% and committing to invest $200 billion in the US by 2028 [60][61]