Big week coming up with PCE, Nvidia earnings and then Jackson Hole. Here's what to expect

Live updates

1. 20d ago

   Nvidia beats revenue estimates as markets await Jackson Hole

   Nvidia shares rose Wednesday after the company reported quarterly revenue that more than doubled and provided third-quarter guidance exceeding Wall Street estimates. The chipmaker also forecast fiscal 2028 revenue growth of 70%. These results arrive alongside a key inflation reading, with investors viewing Nvidia earnings and the upcoming Jackson Hole symposium as the primary catalysts for market direction this week. While Nvidia's results signal continued AI demand, the broader stock market remains focused on macroeconomic signals to determine its near-term trajectory.

   Why it matters

   Nvidia earnings often ripple across the broader market beyond the chipmaker itself. The timing of these results coincides with critical inflation data and central bank activity. Investors use these indicators to gauge the health of AI investment and the likelihood of Federal Reserve rate changes.

   What is confirmed

   • Nvidia forecast fiscal 2028 revenue growth of 70%.
   • Nvidia quarterly revenue more than doubled.
   • Nvidia forecast third-quarter revenue above Wall Street estimates.

   What to watch next

   • The outcomes of the Jackson Hole symposium on Friday
   • The Federal Reserve's September rate decision based on PCE inflation data
   Sources used for this update (5)

   1. www.cnbc.com — The stocks that tend to move with Nvidia earnings, and the ones that don't
   2. www.cnbc.com — Nvidia and Jackson Hole are the big catalysts this week. How stocks could react
   3. finance.yahoo.com — Stock market today: Dow, S&P 500, Nasdaq futures hold steady ahead of inflation data, Nvidia earnings
   4. www.cnbc.com — Nvidia forecasts fiscal '28 revenue growth of 70%, soaring past estimates: Live updates
   5. nypost.com — Nvidia forecasts quarterly revenue above estimates, shares rise
   confidence 100%
2. 22d ago

   Nvidia earnings and PCE data scheduled for August 26

   Market volatility is expected Wednesday as Nvidia earnings and the July PCE inflation index release simultaneously. The PCE data at 8:30 a.m. ET will influence odds for the Federal Reserve's September rate decision. These events coincide with the Bank of Korea's rate decision and the upcoming Jackson Hole symposium. Meanwhile, Bitcoin is trading near $77,000 as investors monitor these macroeconomic signals. In separate news, US Treasury Secretary Scott Bessent announced new sanctions against Iranian trading partners and Coles reported a $1.1 billion annual profit.

   Why it matters

   The convergence of high-growth tech earnings and inflation data creates a concentrated window of risk for equity and crypto markets. The Federal Reserve's policy direction depends heavily on these inflation metrics. Jackson Hole serves as the final major signal before the September rate meeting.

   What is confirmed

   • Nvidia earnings and the U.S. PCE index are scheduled for release on August 26.
   • The Federal Reserve's Jackson Hole symposium takes place this week.

   Still unconfirmed

   • The Bank of Korea will announce a rate decision this week.

   What to watch next

   • July PCE inflation data release at 8:30 a.m. ET on August 26
   • Nvidia earnings report results on August 26
   • Federal Reserve policy signals from the Jackson Hole symposium
   Sources used for this update (4)

   1. en.sedaily.com — Nvidia Earnings and U.S. PCE in Focus; Jackson Hole Also Awaited
   2. www.techtimes.com — Nvidia Earnings and PCE Land Same Day: September Rate Decision Starts Wednesday
   3. blockonomi.com — Crypto Week Ahead: PCE, Nvidia and Fed Put Bitcoin on Watch
   4. www.abc.net.au — Markets live updates: Coles reports $1.1b annual profit, sets aside $235m to address worker underpayments
   confidence 90%
3. 23d ago

   Market Focus Shifts to PCE, Nvidia Earnings and Jackson Hole

   Investors are preparing for a high-impact week featuring the release of PCE data, Nvidia earnings, and the Jackson Hole symposium. Separate market activity shows SanDisk facing volatility, with reports of a hedge fund liquidation following a $35 billion loss. While some analysts highlight SanDisk's long-term financial outlook and growth rates, the company is currently navigating the aftermath of this liquidation event. Market participants are weighing these individual corporate movements against the broader macroeconomic signals expected from the upcoming federal and corporate reports.

   Why it matters

   The combination of PCE inflation data and the Jackson Hole meeting typically signals future interest rate trajectories. Nvidia earnings serve as a primary barometer for the artificial intelligence sector. SanDisk's recent price action reflects the impact of institutional selling rather than just fundamental performance.

   Still unconfirmed

   • A hedge fund liquidation hit SanDisk after a $35 billion loss.
   • SanDisk's long-term financial outlook is attracting attention on Wall Street.
   • SanDisk has a new growth rate.

   What to watch next

   • PCE inflation data release
   • Nvidia earnings report
   • Jackson Hole symposium outcomes
   Sources used for this update (5)

   1. CNBC — Big week coming up with PCE, Nvidia earnings and then Jackson Hole. Here's what to expect
   2. CNBC — We're buying the dip in a long-term winner that stumbled this earnings season
   3. Yahoo Finance — Sandisk (SNDK) Was Hit By A Hedge Fund Liquidation After A $35 Billion Loss
   4. Barchart.com — SanDisk’s Long-Term Financial Outlook Is Turning Heads on Wall Street
   5. Trefis — Is SanDisk’s New Growth Rate The One You Own It For?
   confidence 70%