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Investors can still buy into this market, says Payne Capital's Courtney Garcia
NvidiaNvidia(US:NVDA) CNBC Televisionยท2025-08-25 21:02

Market Outlook - The economy is on good footing, with inflation coming down and potential interest rate cuts being positive for stock markets [2] - Strong earning season with profit margins up 135% last quarter, despite tariff impacts [2] - Consumer and companies are on good footing, and lower interest rates could further boost markets if cash comes off the sidelines [2] - No immediate recession concerns due to a tight labor market and supportive wage inflation [3][4][5] Labor Market - The labor market remains tight, with hiring slowing but not significant layoffs [3][4] - Wage inflation is currently supporting the consumer [5] Nvidia and AI - Nvidia's performance significantly impacts overall markets due to its large weighting in ETFs of the S&P 500 and NASDAQ [6][7] - The outlook for Nvidia is positive, driven by hyperscalers' continued spending on AI [7]