Wall Street is gearing up for a key week of market-moving events, with investors closely watching Nvidia Corp’s Q2 earnings, US economic data releases, and insights into inflation trends.
Nvidia Earnings in Spotlight
The semiconductor giant Nvidia is set to release its second-quarter results on Wednesday, 27 August 2025. After crossing a $4 trillion market capitalization in July, the company’s commentary on artificial intelligence (AI) chips will be closely monitored, as AI-related trade regains investor attention.
Key US Economic Data This Week
Market participants will focus on:
- Q2 GDP (first revision)
- Consumer sentiment
- Core Personal Consumption Expenditures (PCE) price index, the Federal Reserve’s preferred inflation gauge
Economic Calendar Highlights:
- 25 August (Monday): New home sales for July
- 26 August (Tuesday): Durable goods orders (July), S&P Case-Shiller Home Price Index (June, 20 cities), Consumer Confidence (August)
- 28 August (Thursday): Initial jobless claims (week ended 23 August), GDP Q2 (first revision), Pending home sales (July)
- 29 August (Friday): Personal income & spending (July), US trade balance (goods, July), Chicago Business Barometer (PMI, August), Consumer Sentiment (final, August)
Earnings Calendar
Apart from Nvidia, companies reporting Q2 results include:
HEICO, Semtech, Bank of Montreal, MongoDB, Okta, CrowdStrike, Snowflake, HP, Dell, Dollar General, Li Auto, Ulta Beauty, Best Buy, Alibaba, and Frontline.
Market Recap
US stocks rallied on Friday following Federal Reserve Chair Jerome Powell’s remarks at the Jackson Hole Symposium, signaling potential near-term interest rate cuts while emphasizing the importance of upcoming jobs and inflation data.
- Dow Jones Industrial Average: +846.24 points (1.89%) → 45,631.74
- S&P 500: +96.74 points (1.52%) → 6,466.91
- Nasdaq Composite: +396.22 points (1.88%) → 21,496.54
For the week, the S&P 500 and Dow posted gains, while the Nasdaq fell 0.6%. In bonds, 10-year Treasury yields dropped to 4.25% from 4.33%, and 2-year yields fell to 3.69% from 3.79%.
