Investing Updates: What to Expect in the Week Ahead (Core PCE & Jackson Hole; Earnings from NVDA, MRVL)

Source:

https://www.moomoo.com/community/feed/what-to-expect-in-the-week-ahead-core-pce-jackson-117143959830534?futusource=news_hotnews_list&client_hour_clock=24&clientlang=2&clienttype=121&clientver=16.28.17308&is_visitor=0&main_broker=WwoJMTAwOApdCg%3D%3D&my_cid=103096561&sg_cid=103096561&skintype=3&us_cid=103096561&user_id=103096561&user_id_type=3&global_content=%7B%22promote_content%22%3A%22mm%3Afeed%3A117143959830534%22%2C%22invite%22%3A%22103096561%22%7D

ChatGPT:

The week of Aug 24–28 is shaping up as a major test for both the AI trade and US monetary-policy expectations. The centerpiece is Nvidia’s fiscal Q2 earnings on Wednesday, with investors focused less on whether the company beats estimates and more on the sustainability of AI infrastructure spending. Key issues include Blackwell GPU shipments, data-centre growth, hyperscaler capital expenditure and Q3 guidance. Nvidia is expected to report about US$92 billion in revenue and US$2.09 adjusted EPS. (TipRanks)

Wednesday also brings July Core PCE inflation and the second estimate of Q2 GDP, giving markets an important read on inflation and economic momentum ahead of the September FOMC meeting. A hotter-than-expected PCE number could reinforce higher-for-longer rate expectations and pressure technology valuations.

Thursday shifts attention to Marvell Technology, whose results will provide another window into AI infrastructure demand. The company recently announced an expanded Google partnership for custom AI chips, with Google receiving an option to purchase up to US$12.2 billion of Marvell shares. The announcement pushed Marvell sharply higher and increased expectations for its custom-silicon business. (Reuters)

The week ends with Fed Chair Kevin Warsh’s Jackson Hole speech on Friday. Investors are watching closely because elevated long-term Treasury yields and uncertainty over future rate policy have increased sensitivity to Fed communication. Recent commentary suggests markets want greater clarity on inflation and the rate path. (Financial Times)

Social-media/forum reaction

Reddit is particularly active. Investors are split between bullish expectations for Nvidia and fears that elevated expectations could produce a “sell-the-news” reaction. WallStreetBets discussions show heavy interest in NVDA and MRVL options, with some traders buying calls while others expect Nvidia to fall after earnings. (Reddit)

Marvell sentiment is similarly bullish but cautious: Redditors see custom AI chips as a major growth opportunity, while warning that much of the optimism may already be priced in. (Reddit)

HardwareZone’s Singapore stock-market discussion also shows active interest in MRVL, NVDA and other semiconductor names, with traders discussing momentum and whether to buy dips. (HardwareZone Forums)

For X, Facebook, Instagram, TikTok and Threads, publicly indexed results were considerably thinner, so I would treat claims about broad sentiment on those platforms cautiously. The clearest accessible discussion is currently concentrated on Reddit and investment forums.

Bottom line: this is essentially an AI-demand → inflation → interest-rate week. Nvidia determines whether the AI boom still has momentum, Marvell provides a second test of custom silicon, while PCE and Jackson Hole determine how much of that growth investors can value at current interest rates.

Comments:

If Nvidia impresses, the whole market should shift up.

Interesting developments on crypto market as well. I think it will continue positive momentum in this week.