Nvidia will move the market this evening in a test of the alleged bubble AI

In the three months which followed the last time that the company gave investors a quarterly update, in May, the shares of Nvidia jumped 35%. Wall Street analysts are looking for NVIDIA’s turnover in T2 to increase by 53% in annual sliding to $ 46 billion, at the end of NVIDIA directives, with a profit per share of $ 1.01. Sales of the data center, the NVIDIA activities node is expected to reach $ 40 billion.

And uncertainty about Nvidia’s Chinese activities continues to loom. After having previously prohibited Nvidia from selling in China, earlier this month, NVIDIA and AMD concluded an agreement with the Trump administration to grant export licenses in exchange for a 15% income sharing agreement on flea sales in China. “I suspect that they will not count, nor predict that the income of China, there is too much uncertainty,” predicts Karl Freund, founder and principal analyst at Cabrian-Ai Research.

Beyond geopolitics, Nvidia is confronted with another challenge: tension surrounding what is already the most monitored winning event of the season has been reached by recent agitation on what some people worry a dangerous financial bubble in AI actions. This would strike at the heart of Nvidia’s affairs and its stratospheric evaluation – the company is negotiated more than 40 times its expected profits – which are based on the constantly increasing demand for its powerful GPUs. Nvidia’s growth is highly concentrated in a handful of cloud giants, including Meta, Amazon, Google and Microsoft, as well as highly funded IA startups like Openai. If these companies slow down their expenses, Nvidia could suddenly lose its greatest buyers. And with the actions of Nvidia having won so much in recent months, a lack of Wednesday, or prudent advice linked to restrictions in China, could send actions from Nvidia – or else the wider market – in the beach.

Let the Watches start.Sharon Goldman

Contact the CEO every day via Diane Brady in Diane.brady@fortune.com

Top news

India faces 50% prices

Imports to the United States from India will be taxed at 50% from today. High levies include a 25% rate intended to compensate for the United States’s trade deficit with the United States plus a sanction rate of 25% because India continues to buy Russia oil despite international sanctions intended to isolate Russia for its invasion of Ukraine. Before the war, Russian crude was 0.2% of imports from India, According to the Ny Times. In 2023, it was 45%.

Successful Starship Flight Spacex

Elon Musk’s Space Cargo Company successful A test flight from the largest and most powerful rocket in the world, the spaceship and its super heavy super-boster. The profession returned to Earth safely after a series of previous failures. The flight augurs well for NASA’s attempt to return astronauts to the moon in 2027 via a SpaceX ship.

Employers find the upper hand on the job market

There are no more benefits of wage growth for workers who go to new jobs, according to Research by Bank of America. For years, Job Hoppers tended to earn more, gaining salary increases because they accepted new roles, compared to those who remained faithful to a single company. But for the first time since 2010, this pay differential has been erased.

Piper Sandler warns the vigilants of Bond

A new note by Piper Sandler warnings The fact that the legally questionable attempt by President Trump to dismiss the governor of Fed Lisa indicates that “The United States is moving away from free markets, limited government and the rule of law at an amazing pace. If the congress does not prevent the president from politicizing the Fed, the note is also read, then “” vigilant leap “will not save America from the developing problem”.

Investors have misplaced by Trump’s war against the Fed

Meanwhile, investors are delighted with a drop in potential rate after Trump’s attempt to shoot Cook. Jay Hatfield, CEO of Capital Advisors infrastructure, said Fortune that “the elimination of the incompetence of the Fed is much more important than to defend the alleged independence of the Fed. The Fed has always been political; It is only Trump who talks about it in public. ”

Cracker barrel shares increase 7% on the inversion of the logo

Restaurant chain cracker barrel said Tuesday He would come back to his traditional “Old Timer” logo. He received days of online warting criticism for launching a new modern logo which abandoned the image of an old man seated on a chair next to a wooden barrel. President Trump praised the news. The actions of the company increased after the hours of negotiation and increased by 7% this morning, pre-market.

Doj continued Epstein files

The Trump administration was pursued by a non -profit group, the fund of the defenders of democracy, for could not answer At his request from the Freedom of Information ACT to publish all the documents that the DoJ keeps the billionaire Jeffrey Epstein who also mentions President Trump.

Markets

Future S&P 500 were flat this morning pre-market, after the closure of the 0.41% index yesterday. Stoxx Europe 600 was flat at the start of trading. The FTSE 100 of the United Kingdom increased by 0.11% at the start of negotiations. Nikkei 225 from Japan increased by 0.33%. CSI 300 from China dropped by 1.49%. South Korea Kospi increased by 0.25%. Nifty 50 of India fell 1.02% before the end of the session. Bitcoin increased to $ 110.6,000.

Around the river

The first study by Stanford in its kind indicates that AI begins to have a “significant and disproportionate impact” on entry-level workers in the United States by Nick Lichtenberg

Why each CEO – and each American – should be fed up with Trump’s Fed attack by Jeffrey Sonnenfeld and Stephen Henriques

The 8 carat engagement ring game from Taylor Swift By Eva Roytburg

The youngest self -taught billionaire in the world says that the secret of conclusion agreements is to exploit the greed of investors and the fear of missing by Dave Smith

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