Brent crude oil fell by about 3%, to a one-week low.
Meanwhile, the options market is pricing Nvidia’s stock move following this week’s earnings announcement at around 5.4%, down from the prior 6.5% and also below the average of 7.4% over the past 12 quarters. This suggests investors have become more calm and accustomed to its high growth, expecting fewer surprises—both good and bad.
Nvidia’s HBM purchases from SK Hynix $SKHYNIX secured the most orders and made SK Hynix’s largest customer in the first half of the year. Samsung $SAMSUNG is also supplying, but it received far fewer Nvidia orders, even failing to make Samsung’s top five customers.
Meanwhile, the options market is pricing Nvidia’s stock move following this week’s earnings announcement at around 5.4%, down from the prior 6.5% and also below the average of 7.4% over the past 12 quarters. This suggests investors have become more calm and accustomed to its high growth, expecting fewer surprises—both good and bad.
Nvidia’s HBM purchases from SK Hynix $SKHYNIX secured the most orders and made SK Hynix’s largest customer in the first half of the year. Samsung $SAMSUNG is also supplying, but it received far fewer Nvidia orders, even failing to make Samsung’s top five customers.