NVDA Earnings This Week, Berkshire Stake in GOOGL, Levels to Watch Monday

分组1: Nvidia - Nvidia earnings are expected to be a significant market mover, with the market pricing in a 7% potential move either up or down [3][5] - The data center business of Nvidia has shown strong demand but missed street expectations previously, raising questions about supply chain issues or heightened expectations [9][10] - The upcoming earnings report may influence capital expenditure trends among major tech companies, although it is uncertain if Nvidia's performance will significantly impact other tech stocks like Meta or Google [11][12] 分组2: Alphabet (Google) - Berkshire Hathaway has taken a stake in Alphabet, purchasing approximately $4.9 billion worth of shares, which equates to about 17.85 million shares [14][15] - Alphabet's advertising business is the primary profit driver, while its cloud business continues to outperform peers [16][17] - Despite market volatility, Alphabet has maintained strong price action, indicating resilience in its stock performance [17] 分组3: Memory Sector - Recent downgrades in the memory sector, particularly affecting companies like Dell and HPE, suggest potential downside earnings risks due to rising memory costs and weak demand in non-AI hardware [19][20] - The memory super cycle may lead to lower gross margins for hardware manufacturers by 2026, as demand in the AI space remains strong but could be offset by challenges in other sectors [21][23] - Stocks in the memory sector have seen aggressive price increases recently, but analysts caution that the current enthusiasm may not be sustainable [22][23] 分组4: Market Trends - The S&P 500 has shown bullish trends, with Mondays performing well for several weeks, indicating potential upward momentum [6][25] - Key resistance levels for the S&P 500 are identified at 6800 and 6820, while downside support is at 6660, reflecting ongoing market volatility [25][26] - Consumer staples, particularly grocery stocks, may benefit from tariff rollbacks, potentially expanding margins in the upcoming quarters [28][29]