U.S. Stock Market Focuses on Nvidia Earnings and PCE

The U.S. stock market is paying attention to Nvidia's earnings, the Personal Consumption Expenditures (PCE) price index, and the Jackson Hole meeting. The confirmation of AI investment demand from Nvidia is expected to be a key variable influencing the trend of tech stocks. On the 25th (local time), the market will focus on Nvidia's revenue, earnings per share (EPS), and the growth of its data center business, while the launch schedule for the next-generation Rubin platform and the outlook for AI data center investments will also be points of interest. If Nvidia announces earnings that exceed market expectations, it could boost investor sentiment across AI-related stocks; however, if signs of growth slowdown are confirmed, there may be increased pressure for a correction in tech stocks. The earnings reports from Salesforce (CRM) and CrowdStrike (CRWD) could also provide clues about the spread of AI investments. The PCE price index could reignite inflation concerns, and if U.S. Treasury yields rise, the gains in tech stocks may be limited. Later in the week, attention is expected to focus on signals regarding the Federal Reserve's monetary policy from the Jackson Hole meeting. A positive scenario would involve strong earnings from Nvidia, stable PCE, and a less aggressive tightening signal from the Fed than expected. Conversely, if Nvidia shows signs of growth slowdown, coupled with rising prices and increasing long-term Treasury yields, there could be valuation adjustments centered around growth stocks.

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