TRUMP: I WANT TO SEE WHAT GOES ON WHEN ZELENSKY, PUTIN MEET
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RUSSIA'S LAVROV: UNITED STATES HAS AN INCREASINGLY CLEAR UNDERSTANDING OF THE ROOT CAUSES OF THE UKRAINE CRISIS
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RUSSIA'S LAVROV: IT IS GOOD THAT THE CURRENT U.S. ADMINISTRATION DOES NOT SUPPORT THE POSITION OF CONTINUING THE UKRAINE WAR
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POWELL UNLIKELY TO COMMIT ON RATE CUTS
Fed Chair Jerome Powell is expected to keep options open in his Jackson Hole speech Friday, avoiding firm signals on a September rate cut. Markets largely expect easing, but Powell may stress that the path isn’t certain. Research firm LHMeyer notes he could temper expectations to prevent markets from being fully locked into a cut ahead of the Fed’s blackout period.
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Fed Chair Jerome Powell is expected to keep options open in his Jackson Hole speech Friday, avoiding firm signals on a September rate cut. Markets largely expect easing, but Powell may stress that the path isn’t certain. Research firm LHMeyer notes he could temper expectations to prevent markets from being fully locked into a cut ahead of the Fed’s blackout period.
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$NVDA - KEYBANC: NVIDIA MAY GUIDE BELOW CONSENSUS ON CHINA UNCERTAINTY
Nvidia is expected to post strong July-quarter results but may guide cautiously for October due to China-related risks, KeyBanc said. The firm expects Nvidia to exclude China revenue from guidance amid pending license approvals, potential 15% AI export taxes, and pressure on Chinese firms to use local chips. Without China, guidance could miss consensus, though KeyBanc estimates China could add $2–3B in sales.
Still, fundamentals remain strong: GPU supply rose 40% last quarter and should grow another 20% with Blackwell (B200) ramping, while the new Blackwell Ultra (B300) ships in October. Rack production is also improving, with shipments on track to hit 30K this year. KeyBanc reiterated an Overweight rating and raised its price target to $215 ahead of Nvidia’s Aug. 27 report.
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Nvidia is expected to post strong July-quarter results but may guide cautiously for October due to China-related risks, KeyBanc said. The firm expects Nvidia to exclude China revenue from guidance amid pending license approvals, potential 15% AI export taxes, and pressure on Chinese firms to use local chips. Without China, guidance could miss consensus, though KeyBanc estimates China could add $2–3B in sales.
Still, fundamentals remain strong: GPU supply rose 40% last quarter and should grow another 20% with Blackwell (B200) ramping, while the new Blackwell Ultra (B300) ships in October. Rack production is also improving, with shipments on track to hit 30K this year. KeyBanc reiterated an Overweight rating and raised its price target to $215 ahead of Nvidia’s Aug. 27 report.
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RUSSIA'S LAVROV: RUSSIA IS READY TO DISCUSS THE POLITICAL ASPECTS OF THE SETTLEMENT WITH UKRAINE - RIA
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ELON MUSK PUMPING BRAKES ON FORMING NEW POLITICAL PARTY
MUSK HAS TOLD ASSOCIATES HE WANTS TO STAY FOCUSED ON BUSINESSES
MUSK HAS SOUGHT TO MAINTAIN TIES WITH VICE PRESIDENT JD VANCE
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MUSK HAS TOLD ASSOCIATES HE WANTS TO STAY FOCUSED ON BUSINESSES
MUSK HAS SOUGHT TO MAINTAIN TIES WITH VICE PRESIDENT JD VANCE
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RECORD NUMBER OF MOSQUITO-BORNE DISEASE OUTBREAKS IN EUROPE: HEALTH AGENCY
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ZERVOS: FED POLICY IS QUITE RESTRICTIVE
ZERVOS: BALANCE SHEET IS NO LONGER A 'KICKER' FOR ECONOMY
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ZERVOS: BALANCE SHEET IS NO LONGER A 'KICKER' FOR ECONOMY
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ZERVOS: FED MORE RESTRICTIVE THAN THOUGHT DUE TO BALANCE SHEET
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ZERVOS: WOULDN'T OVER-EMPHASIZE FED'S SEPTEMBER MEETING
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🚨 CHINA IS CONSIDERING ALLOWING USAGE OF YUAN-BACKED STABLECOINS FOR THE FIRST TIME TO BOLSTER YUAN INTERNATIONALISATION EFFORTS, SOURCES SAY
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🚨 CHINA'S CABINET EXPECTED TO REVIEW AND APPROVE ROADMAP FOR FURTHER YUAN INTERNATIONALISATION LATER THIS MONTH, SOURCES SAY
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🚨 CHINA EXPECTED TO DISCUSS EXPANDING USE OF YUAN, POSSIBLY INCLUDING STABLECOINS, AT SHANGHAI SUMMIT THIS MONTH, SOURCES SAY
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🚨 ZERVOS: FED'S POWELL IS 'OPERATING POLITICALLY FROM THE LEFT'
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OPEN AI CEO: WE WILL LOOK AT GOING PUBLIC AT SOME POINT IN THE FUTURE
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