【This Week’s Major Events】
8/24: PDD earnings report—see Temu’s growth and profit margins
8/25: ZM, BOX, INTU—software stocks finish early
8/26: Core PCE + GDP + durable goods orders; plus the market-wide focus on $NVDA after the close
8/27: MRVL, DELL, WDAY, RBRK, IREN—validate demand for AI servers, networking, and data centers
8/28: Fed Chair Jackson Hole speech—sets expectations for interest rates
【The Two Most Important Gateways】
① Whether Nvidia’s guidance can hold up against high AI expectations
② Whether inflation and Fed remarks push up U.S. Treasury yields
Watch AI on Wednesday; watch liquidity on Friday. This week may determine the direction of the tech stocks’ next phase.
#美股 #NVDA #AI #Earnings Season
The content above is for personal market commentary and trading-thought record only and does not constitute any investment advice. Please manage your position size and risks according to your own circumstances.
8/24: PDD earnings report—see Temu’s growth and profit margins
8/25: ZM, BOX, INTU—software stocks finish early
8/26: Core PCE + GDP + durable goods orders; plus the market-wide focus on $NVDA after the close
8/27: MRVL, DELL, WDAY, RBRK, IREN—validate demand for AI servers, networking, and data centers
8/28: Fed Chair Jackson Hole speech—sets expectations for interest rates
【The Two Most Important Gateways】
① Whether Nvidia’s guidance can hold up against high AI expectations
② Whether inflation and Fed remarks push up U.S. Treasury yields
Watch AI on Wednesday; watch liquidity on Friday. This week may determine the direction of the tech stocks’ next phase.
#美股 #NVDA #AI #Earnings Season
The content above is for personal market commentary and trading-thought record only and does not constitute any investment advice. Please manage your position size and risks according to your own circumstances.
