NVIDIA tidak lagi sekadar perusahaan chip—ia telah menjadi salah satu kekuatan terbesar di balik revolusi AI global. Dengan permintaan komputasi AI yang terus melonjak, NVIDIA baru-baru ini mencapai valuasi tertinggi sepanjang masa sekitar $5,7 triliun, sementara pendapatan kuartal terbarunya melonjak 106% year-over-year menjadi $96,2 miliar.
NEXT WEEK COULD SET THE TONE FOR OCTOBER Five straight days. Five major US catalysts. And each one could entirely change what the market expects from the Fed. Monday: ISM Services PMI, expected around 55.7, with services inflation still running hot. Tuesday: ADP employment, another major test of whether the US labor market is finally cracking. Wednesday: FOMC minutes and markets will be looking for any sign of how aggressive the Fed could get from here. Thursday: Jobless claims, another direct read on whether layoffs are beginning to accelerate. Friday: Michigan inflation expectations, after 1-year expectations jumped to 4.6%. The setup is volatile as hot inflation data keeps rate hike fears alive, while weak jobs data raises concerns that the economy is breaking
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