Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and last look at today. Sign up for free to receive it directly in your inbox. Here’s what CNBC TV’s producers were watching on Monday and what’s on the radar for Tuesday’s session. All eyes on Nvidia The…
Stifel is staying bullish on Nvidia ahead of the graphics processing unit designer’s next earnings release due out Wednesday. The firm maintained its overweight rating on the stock, while raising its price target to $212 from $202. This updated forecast implies shares could rise 19% from their Friday close. Analyst Ruben Roy pointed to “accelerating…
Bloomberg News is now tracking the daily gyrations and cumulative impact of Donald Trump’s second term on stocks, the dollar, 10-year Treasury notes, gold and Bitcoin. Click here to see the tracker . Traders are breathing easier heading into this week after Federal Reserve Chair Jerome Powell indicated that interest rate cuts are coming. The…
My top 10 things to watch Monday, Aug. 25 1. Bond yields rose this morning, and stocks were headed for a modestly lower open. No follow through on Friday’s big rally, which was sparked when Fed Chairman Jerome Powell signaled interest rate cuts ahead. In my weekend column, I looked at the lay of the…
Analysts across Wall Street are feeling good about Nvidia ahead of the graphic processing unit designer’s earnings report due out after Wednesday’s closing bell. Several sell-side shops pointed out that hyperscalers — which make up Nvidia’s primary customer base — have already indicated strong capex spending in their latest round of earnings. Therefore, this should…
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Here are five key things investors need to know to start the trading day: 1. Powell’s power Federal Reserve Chair Jerome Powell hinted at the potential for interest rate cuts during his much-anticipated speech in Jackson Hole, Wyoming, on Friday. Investors liked…
Nvidia CEO Jensen Huang attends the “Winning the AI Race” Summit in Washington D.C., U.S., July 23, 2025. Kent Nishimura | Reuters It’s been two years since the explosion of generative artificial intelligence started to transform Nvidia’s business. Since then, the chipmaker’s revenue has more than tripled and profits have quadrupled. Nvidia‘s fiscal second-quarter earnings…
Federal Reserve Chairman Jerome Powell is seen walking in Grand Teton National Park near Jackson Hole, Wyoming, on August 22, 2025. Natalie Behring | Getty Images News | Getty Images Since inflation in America peaked at 9.1% in June 2022, the U.S. Federal Reserve has made controlling price increases — by keeping interest rates high…
The conundrum of the stock market going down ahead of Jackson Hole confounded me. With a market that had been headed down every day, except for deep cyclicals and housing-related stocks, the setup seemed extreme. By the end of the week, the bet was one way: Federal Reserve Chairman Jerome Powell , perhaps because he…
For going on three years now, a once-scrappy company based in Santa Clara, California, has been the center of the Wall Street universe. That’s unlikely to change anytime soon — most certainly not in the week ahead, when its earnings report is the market’s biggest event. On Wednesday night, Nvidia is set to release its…