Investor attention will undoubtedly focus this week on the latest quarterly results from Nvidia. In the meantime, second-quarter numbers have already come in strong.
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Chip stocks are leading a narrow de-risking Monday morning, with the iShares Semiconductor ETF (NASDAQ:SOXX) down 4% to $501.17 while the iShares U.S.
The AI trade in August 2026 has cooled meaningfully from a year ago. Insider filings, options flow, and analyst targets point in different directions across the biggest names in the theme.
Nvidia (NVDA) shares fell around 2.6% to around $209 in early Monday trading as the chipmaker began its earnings week under pressure from a broader decline in technology and semiconductor stocks. The S&P 500 fell 0.2%, while the Nasdaq Composite lost 0.5%.
Nvidia (NASDAQ: NVDA) faces a major test this week as investors await its fiscal second-quarter 2027 earnings results, with Rosenblatt Securities remaining optimistic about the company.
Dan Ives is back in front of a CNBC camera, making the same argument he has made for most of this year: that investors continue to underrate the scale and scope of what NVIDIA is doing.
Three key events - arriving together this week - make this the most consequential stretch of the late summer.
Michael Burry is heading into the most important earnings report of the AI cycle positioned against it.
I keep hitting the buy button on NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), and the loudest bear argument I hear against it is exactly what pulled me back in this month.
Plus, Canada's Mark Carney puts his trade doctrine to the test, and a billionaire's seafood shack sparks a fight with Montauk locals.
While Nvidia (NASDAQ: NVDA) stock has been suffering from a stubborn losing streak through the previous week and has only seen a moderate 0.093% upward move in the Monday pre-market, it is set for a major catalyst on August 26.