Is a rotation between stocks and commodities coming soon?Nvidia, CrowdStrike, Snowflake, CoreWeave, Polestar Automotive: Why These 5 Stocks Are On Investors' Radars TodayNVIDIA conference call: "The opportunity to bring Blackwell to the Chinese market" is real, and this year's gross margin is still expected to reach the mid-70% levelCompared to NVIDIA, Costco and Walmart are the ones that are "ridiculously expensive."NVIDIA: The Universe's Top Stock, Is Not Being Explosive Enough a Crime?Jensen Huang: Blackwell chips "are indeed likely" to enter China, optimistic about a 50% increase in China's AI market next yearShattering market doubts, Snowflake's earnings report strongly raises full-year guidance, with stock price rising 13% in after-hours trading | Earnings Report InsightsGoldman Sachs comments on NVIDIA's earnings report: Performance is solid, but market expectations are high, and stock price faces pressureWall Street views Meituan: Below expectations "as expected," the extent "beyond expectations," management emphasizes "core areas are stable"Peter Thiel Once Said Elon Musk And Mark Zuckerberg Are Convincing, But Jensen Huang's Nvidia Is The Real AI Race Winner Because Of This One ReasonFull Text | NVIDIA Q2 Earnings Call Transcript: China is an Important Market for AIStarting at 219,800! XPeng's new P7 is "more aggressive than expected," Morgan Stanley: "exceeds expectations"Hong Kong Stock Concept Tracking | Meta Connect Conference will release new AI glasses, institutions generally optimistic about the growth space of the industry chain (with concept stocks)NVIDIA's net profit increased by more than 50% last fiscal quarter, Jensen Huang: There is a realistic possibility of introducing Blackwell chips to ChinaXPeng (Minutes of the Press Conference): Competing Head-to-Head with Xiaomi SU7, Can It Soar Again?The independence of the Federal Reserve may be undermined by Trump, Citigroup advises investors to bet on long-term U.S. Treasuries and a decline in the dollarAnalysts warn: Political interference in the Federal Reserve is "playing with fire," as safe-haven demand drives gold prices to rise continuouslyVance hints that Trump will cooperate with Congress on Federal Reserve issuesOvernight news on August 28: U.S. stocks closed higher, NVIDIA Q2 revenue reached $46.7 billion, U.S. government targets defense giant Lockheed Martin, Russia implements new ban on gasoline exportsNVIDIA "missing China," last season did not sell H20, data center revenue disappointing, this season's guidance not bright enough | Earnings Report InsightsNVIDIA's Q2 data center revenue recorded the slowest growth amid the generative AI boom, with after-hours stock price dropping by as much as 5%Trump's "intervention" in the Federal Reserve continues unabated, with U.S. Treasury yields approaching 5%, raising market concerns about the increasing risk of "emerging marketization" in the United StatesU.S. Stock Market: S&P 500 Index Hits Record Again; NVIDIA Falls in After-Hours Trading Following Earnings ReleaseTrump's chief economic advisor: Federal Reserve Governor Cook should take a leave of absence during the challenge to his removal decisionDue to a shift from profit to loss and Q3 revenue guidance falling short of expectations, CrowdStrike dropped nearly 8% in after-hours trading | Earnings Report InsightsAugust 28th External Headlines: NVIDIA revenue hits a new high, but guidance for this quarter appears lackluster; EU plans secondary sanctions against Russia; Taylor's wedding surprisingly causes fluctuations in the US stock marketAt the time of the dismissal controversy surrounding Federal Reserve Governor Cook, the 5-year U.S. Treasury bond auction was disappointingNvidia Q2 Earnings Highlights: Double Beat, $60B Share Buyback, Huang Says 'AI Race Is On' (CORRECTED)Top 20 U.S. stock trading volumes on August 27: MongoDB raises financial forecast, stock price surges 38%NVIDIA's second-quarter revenue was $46.7 billion, while analysts expected $46.23 billion.
Data center revenue was $41.1 billion, with an expectation of $41.29 billion.
The expected revenue for the third quarter is $54 billion +/-2%, with an expectation of $53.46 billion.
NVIDIA fell 3.1%European stock markets remained stable, bank stocks fell, and the market focused on NVIDIA's performanceWhite House economic advisor Hassett pressures Federal Reserve Governor Cook to take a leave of absence during the lawsuitWarren Buffett's Berkshire Hathaway Trims Apple Stake, Again. What's the Deal?Tesla Model Y In Trouble In China? Sales Data Show Rival Quickly Taking OverAfter Intel, who is Trump targeting? Senior officials hint at the military industry and shipbuilding, with Lockheed Martin being namedGoogle cuts 35% of small team management layers, streamlining hierarchy and emphasizing efficiency5 High-Flying Stocks Set For A PullbackGoogle has laid off 35% of the managers in the small team overseeing management. (CNBC)Hold on to the Federal Reserve! U.S. Treasury Secretary "interrogates" Governor Cook: We have never heard her deny the allegationsCHINA JINMAO still has tough battles to fightMixue Bingcheng (Minutes): Food delivery subsidies are unsustainable, adhere to 'high quality and affordable price'Mixue: Frenzied Expansion in Lower-tier Markets, Luckin Coffee's Comeback, The Reason Behind High ValuationNvidia Earnings Will Test AI RallyApple Hunts Big AI Deals — But Time Warner, Nokia Still Haunt The M&A PlaybookNvidia Reports Earnings Today: A Beat May Not Be Enough - AI, Gaming And China In FocusTrump Spills Meta's $50-Billion Secret—And Wall Street Is Asking ThisFederal Reserve's third-in-command: Every meeting is a potentially substantive meeting for action, and the independence of the Federal Reserve is extremely valuableMidday: U.S. stocks rise, Dow Jones up 100 points, market focuses on NVIDIA earnings report