Nvidia earnings 2026 stole the spotlight this week. Nvidia earnings 2026 landed with a blowout: $96.2 billion in revenue (+106% YoY), data-center at $89B, and a $108B Q3 guide -- NVDA jumped 8.7% Thursday. Then Fed Chair Kevin Warsh delivered a hawkish shock at Jackson Hole, calling core PCE at 3.7% concerning and pushing rate HIKE odds to 64%. Hot PCE (3.6% core, revised up) confirmed the setup. Gold dropped $134 in a session. Enterprise software (Salesforce, CrowdStrike, Okta) confirmed AI's second act. Here's what actually mattered for SG/MY investors -- and how to reposition into a tape that just flipped from dovish-cut to hawkish-hike in 48 hours.

Nvidia earnings stole the spotlight this week. Nvidia earnings land on Wednesday August 26 with Wall Street looking for ~$28.7B in revenue and a data-center segment near $25B. Fed Chair Kevin Warsh headlines Jackson Hole with markets desperate for September cut clarity. Gold rocketed to a fresh record $4,383 on rate-cut bets and US debt worries. Brent crude slipped to $92.20 as OPEC+ added 188k bpd for September. And Moderna-Merck's mRNA cancer trial succeeded, driving healthcare to its best week since June. Here's what actually mattered for SG/MY investors -- and how to position into a two-way Nvidia print.

CPI cools rate cut stole the spotlight this week. CPI cools rate cut hopes back into focus: July inflation dropped to 3.4% headline / 2.5% core, both a tenth below June, and the S&P 500 pushed to fresh all-time highs mid-week before closing at 7,785 for a third straight weekly gain. Cisco booked $4B of AI hyperscaler orders in a single quarter (full-year $9.3B). CoreWeave signed a fresh $21B Meta deal on top of an existing $14B and grew revenue 112% to $2.58B. Super Micro Computer printed record $11.1B Q4 revenue and guided FY27 to $65-72B -- another ~85% growth. And the Russell 2000 hit a fresh record 3,068 as small-caps finally joined the rally. Here's what actually mattered for SG/MY investors this week.

Stocks record high stole the spotlight this week. US stocks record high week: the S&P 500 closed above 7,600 as the tape spoke loudly. Palantir ripped 29% on 'otherworldly' Q2 earnings driven by AI-sovereign demand. AMD posted a record $11.5B quarter with its data-center segment more than doubling. Oil dropped 5% after President Trump called off an Iran strike and signalled fresh talks. Disney's streaming and parks engines both delivered. And the Dow closed at an all-time high of 53,178 as the Q2 earnings-growth rate tracked +47.4% -- the strongest since 2021. Here's what actually mattered for SG/MY investors this week.

Big Tech earnings stole the spotlight this week. Big Tech earnings week finally had winners and losers. Microsoft added a record $450 billion in market cap in a single day as Azure crossed a $100B annual run-rate. Amazon followed with a $200B quarter and AWS reaccelerating to 37% growth. But Meta cratered 10% on a $145 billion capex balloon, Apple fell 8% on a Services miss, and the Fed's hawkish 9-3 hold sent the Dow -1,153 points -- its worst day since April 2025 -- and pushed the 30-year US Treasury yield to a 19-year high of 5.28%. Here's what actually mattered for SG/MY investors this week.

Alphabet Tesla earnings stole the spotlight this week. Rough week for growth stocks. Alphabet Tesla earnings both landed on Wednesday and both stocks got hit hard -- Alphabet's beat was swamped by a $15B capex hike and the first-ever negative free cash flow quarter in company history, and Tesla's 26% revenue growth couldn't save a 1.4% margin. Oil broke back above $100 as Houthi rebels struck two Saudi tankers in the Red Sea, Intel posted an $11B loss and cut more Data Center jobs, and Chair Warsh's FOMC meeting on July 28-29 now looks like the most important sitting of the year. Here's what actually mattered for SG/MY investors this week.

Chip stocks bear market stole the spotlight this week. Big week, lots of crosscurrents. Chip stocks fell into a bear market after China's Moonshot AI unveiled a surprisingly capable open-weight model, oil broke above $80 as the Iran conflict widened across the Gulf, JPMorgan and Goldman Sachs posted record Q2 results, TSMC and ASML raised guidance even as AI stocks slid, and June's cooler-than-expected inflation print couldn't shake a hawkish tone from Fed Chair Kevin Warsh. Here's what actually mattered for SG/MY investors this week.

Oil surges Iran strikes stole the spotlight this week. Big week for volatility and superlatives. Oil surges Iran strikes rattled markets as a fragile ceasefire frayed and Brent topped $76, SK Hynix pulled off the biggest foreign IPO in US history at $26.5 billion, June's Fed minutes revealed a committee split 9-8 on rate hikes, and Q2 earnings season opened with beats from Delta and a mixed quarter from PepsiCo. Here's what actually mattered for SG/MY investors this week.

Chip stock selloff 2026 stole the spotlight this week. Big week for volatility. Chip stocks tumbled as AI capex doubts and an HBM slowdown warning spooked the sector, June's jobs report missed by half and cooled the Fed's hawkish tilt, oil steadied as Hormuz shipping recovered, Nike's headline beat hid a soft China quarter, and gold snapped a four-week losing streak on fading rate-hike odds. Here's what actually mattered for SG/MY investors this week.

Micron AI memory 2026 stole the spotlight this week. The week the AI memory supercycle went undeniable. Micron AI memory 2026 revenue hit $41.46 billion — a 346% surge from a year ago — with Q4 guidance of $50 billion that left Wall Street speechless. SpaceX crashed 16.4% just ten days after its $135 IPO when a $25 billion bond offering revealed pre-existing debt obligations retail investors never knew about. Oil hit post-war lows as the US-Iran deal advanced, pressuring Malaysian energy names and giving wings to SIA and AirAsia. The Nasdaq dropped 2.21% as the Great Rotation from Mag-7 to small and mid caps accelerated — a shift that benefits SG/MY value investors. And AI infrastructure showed its first margin cracks, with Databricks growing 80% but margins under siege from AI agent compute costs. Here is what every SG/MY investor needs to know this week.