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Iran links Hormuz reopening to ending regional wars as Trump reportedly rejects return to June deal https://t.co/eeoVSLR7WE

@DanielMuvdiYT

Para mí, el corto más fácil del mercado es $NVDA.

En el trimestre anterior, sus tres mayores clientes directos representaron exactamente el 54% de los ingresos: 21%, 17% y 16%.

Eso es una concentración brutal.

Estás hablando de clientes que están comprando capacidad a un ritmo

@MaisonGhost

https://t.co/fzHZk8EiyX

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Yahoo Finance

@yahoofinance

$MRVL Q2 earnings beat investor expectations, but not by enough to keep the stock up. 📉 https://t.co/ur0yZI8Nue

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The Wall Street Journal (WSJ)

@wsjmarkets

Yields on Seven-Year U.S. Treasurys Sold at Auction Near Two-Year High https://t.co/AMfj7J66VS

Morningstar, Inc.

@morningstarinc

My latest Morningstar article is Factor Investing Is Very Much Alive.
The narrative says factor premiums have been arbitraged away. The performance of an AQR fund suggests a more nuanced reality.
https://t.co/6Gsni1V4sD

@AlphaMind101

There are 7 lessons poker can teach you about trading, and you can learn every one of them deeply before you've ever placed a real trade.

None of it requires the sort of real money you can lose on trading, as a learning lesson. That's why so many of the best traders I've coached https://t.co/VCldLQxwng

MarketWatch

@marketwatch

Nvidia is having its best post-earnings-report session in 2 years — follow live https://t.co/5Ln9TiRDqk

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Bogdan Tereanu

@boogie

inflation is fascinating.

your money stays exactly where it is.
it just quietly becomes less money.

Dragos-Stefan Mateiasi

@dragos-mateiasi

🚀 Nvidia just gave the AI rally another shot of adrenaline.

Shares jumped more than 7% after the chip giant delivered blockbuster earnings and signaled that AI demand remains exceptionally strong.

The headline numbers are hard to ignore:

• Nvidia expects 70% revenue growth in fiscal 2028
• AI Cloud, industrial and enterprise sales reached $40.3B, up 138% YoY
• Micron, Marvell, Arm, Intel and AMD all rallied alongside Nvidia
• Jensen Huang says AI has reached an “inflection point”, with more frontier labs, startups and enterprises building massive GPU clusters

But there’s a catch: demand may be growing faster than Nvidia can supply.

TSMC capacity and memory shortages remain constraints, while custom AI chips from hyperscalers and AI labs are becoming a more serious competitive threat.

And Nvidia may be expanding far beyond hardware. Reports say the company has agreed to acquire Hugging Face for $12.9B — a move that, if completed, could give Nvidia an even stronger position across the AI software and open-model ecosystem.

The bigger takeaway: investors are betting that the AI infrastructure boom still has significant runway.

#Nvidia #NVDA #ArtificialIntelligence #AI #Semiconductors #TechStocks #Investing #Technology

@PabloGilTrader

Largest Foreign Holders of U.S. Debt 🚨 Japan #1 with over $1 Trillion worth https://t.co/F40tw0OCFp

312

@TraderBenDave

🚙 2024 Lexus RX 450h+ AWD

✅ Less Than 1K miles
✅ Plug-In Hybrid
✅ AWD
✅ Accident-Free
✅ Premium Leather Interior
✅ Panoramic Sunroof
✅ Large Infotainment Screen
✅ Fully Loaded
✅ Already at the Port

💰 Price: GHS 469k

🧾 Estimated Duty: GHS 225K

Car is at the Tema https://t.co/fiUPvIqLul

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Seeking Alpha

@seekingalpha

SCHD: We Were Horribly Wrong $SCHD #economy #markets #trading https://t.co/e0gwV2Bl7l

📈 **Finance Update: AI optimism meets inflation pressure**

Markets are balancing two powerful themes today: **booming AI investment and stubborn inflation**.

🚀 **Nvidia delivers another blockbuster quarter.** Revenue hit **$96.2 billion**, up 106% year over year, while the chipmaker guided for roughly **$108 billion** next quarter—above Wall Street expectations.

🌏 The results lifted sentiment across Asia, with the MSCI Asia-Pacific index excluding Japan gaining about **0.7%**, while South Korea’s Kospi jumped around **1.5%**.

🏦 But interest rates remain the big macro risk. U.S. inflation is still running well above the Federal Reserve’s 2% target, keeping expectations of further tightening alive and Treasury yields elevated. Investors are now watching Fed Chair Kevin Warsh’s upcoming Jackson Hole remarks for clues on the next move.

🛢️ Meanwhile, Brent crude has been easing toward the high-$80s as diplomatic efforts around the Strait of Hormuz raise hopes for improved oil flows.

**The takeaway:** AI earnings are giving equities fresh momentum, but inflation, rates, bonds and geopolitics are still setting the boundaries for how far risk assets can run.

#Finance #Markets #Investing #Nvidia #AI #FederalReserve #Stocks #Economy

Reuters

@reutersbiz

OpenAI report says its network was hacked by its own rogue AI agents https://t.co/GxNgepGvv1 https://t.co/GxNgepGvv1

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Investor's Business Daily (IBD)

@ibdinvestors

Rotation is here, but where’s it headed? @Upticken joins the Investing with IBD podcast. Tune in 2P Pacific/5P Eastern TODAY, August 26: https://t.co/tl6JJvnZKC

@_Thom_Derks_

Wintgroei AI-aandelen gepiekt?! Dit moet jij weten voor Nvidia

Vanavond om 22.00u presenteert Nvidia de kwartaalcijfers over Q2 2026. Die cijfers komen op een interessant moment. De markt zit namelijk in een fase waarin beleggers niet meer tevreden zijn met grote https://t.co/vjr28oB7lT

Marius Morra

@Morra

Un event pe care il recomand cu drag:

29 septembrie, orele 12.00 - 17.00.
Conferința Națională de Stoicism Digital.

Succes @cristianchinabirta 🙌

Financial Times (FT)

@ftmarkets

Prediction markets revisited https://t.co/8OwHLJLUkJ

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