Nvidia earnings preview: AI dominance and mounting risks
Wednesday's earnings come amid continued AI investments that support Nvidia demand, but there are growing risks to its dominance.
Wednesday's earnings come amid continued AI investments that support Nvidia demand, but there are growing risks to its dominance.
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Oil is fuelling inflation, inflation is strengthening the dollar, the stronger dollar is testing gold, and equities are still climbing on AI optimism, creating one of the most compelling cross-asset battles of 2026.
Copper (Comex) prices rise to new all-time highs amid the ongoing AI boom and mining disruptions, but the Middle East conflict weighs on consumption.
USOIL jumps after the US President deemed Iran's counterproposal unacceptable, dousing hopes for a peace deal and raising fears of an escalation in the conflict.
Meta’s increased AI spending sparked a negative market reaction as its cloudless model inhibits monetization, but the results were actually really strong, benefiting from AI-driven advertising growth.
The index powers ahead as the AI tailwind persists after AMD's earnings, while hopes for a US-Iran deal rise after President Trump touted progress on negotiations.
The pair posts a steep decline today, raising fresh intervention speculation after last week's reported action, but that may not be enough to provide lasting support for the yen.
The Australian central bank raised rates again to contain rising inflation driven by the energy shock from the Middle East conflict, but its tightening runway is getting shorter.
President Trump said he will raise tariffs on EU auto imports to 25%, exacerbating a tough external environment already strained by the Middle East conflict and mounting competition from Chinese rivals.
USOIL softens as the US aims to free ships stranded in the region, but the blockade remains in place while uncertainty around a resolution to the conflict lingers.
Alphabet's blowout earnings show its massive AI investments are paying off, driving financial growth and cloud demand, but challenges still loom.
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