All eyes on Nvidia earnings later today ...

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As we look ahead to Nvidia earnings tomorrow night, uncertainty around China still looming after reports that it halted production of its made for China chip. Our Christina parts Nevos has more on what to expect and obviously one of the most important prints of the quarter. KP.Yeah. And so for Nvidia, this China story is really less about what just happened, what you just talked about, and more about what comes next. The company's latest quarter will almost certainly show zero revenue from China after the H ...

Market Overview & Fed Policy - Markets are cautiously awaiting Nvidia earnings and PCE inflation data [2][3] - Equities are showing a neutral response to Fed actions, with focus on inflation, earnings, and employment [3][4] - The dollar is slightly weaker, while the yield curve is expected to steepen [4] - A 25 basis points rate cut by the Fed is expected in September, contingent on August payrolls [10] - Disappointing August payrolls could put a 50 basis points rate cut back on the table [10] Nvidia & Tech Sector - Nvidia is considered underowned by investors [6] - Nvidia's potential earnings could reach $8 per share by 2027, trading at 25-30 times 2026 earnings [6] - Continued bullishness around AI demand is crucial for Nvidia's stock performance [6][7] - Tech stocks comprise over 30% of the S&P 500's market cap and have driven two-thirds of recent earnings growth [8] - Strong Nvidia earnings are expected to continue leading the US market [8] Fixed Income & Economic Outlook - The Treasury yield curve is expected to steepen, with longer rates potentially rising [9] - If the yield curve steepens due to a strong economy, it's considered positive for equities [10] - Structurally higher inflation could also contribute to the steepening yield curve [10] - If the Fed waits to cut rates until employment markets crack, the risk of recession increases [10]

Bring us the context of last week prior, of course, to Jackson Hole and Euphoria on Friday. We were worried about overall frothy valuations in the area of high. Is in video going to be a key test on that.I think it is. I mean, I think that really is keeping the market right now with respect to the trade on pause, waiting for more news from NVIDIA to see what earnings fares and really to see if they've been able to continue to grow into what are really lofty growth numbers. You certainly seen a come under pr ...

About this content About Oliver Haill Oliver has been writing about companies and markets since the early 2000s, cutting his teeth as a financial journalist at Growth Company Investor with a focusing on AIM companies and small caps, before a few years later becoming a section editor and then head of research. He joined Proactive after a couple of years freelancing, where he worked for the Financial Times Group, ITV, Press Association, Reuters sports desk, the London Olympic News Service, Rugby World Cup ...