Taylor Swift and Travis Kelce announced their engagement with a carousel of photos showing the NFL star down on one knee and the pop singer's diamond engagement ring. Markets focus centers on Nvidia, which holds a market cap over $4 trillion and represents roughly 8% of the S&P 500. Nvidia's technology underpins major tech firms, and broad-market indexes are closely tied to its performance. The company reports earnings after the close, with investors watching Blackwell chip production and continued AI capex spending as signs of sustained data-center investment. Analysts at Goldman Sachs identify three longer-term factors that matter beyond the quarter. Additional topics flagged include market reactions to President Trump's tensions with the Fed, an AI startup aiming to predict judicial behavior, and Cracker Barrel reversing a recent logo change.
With a market cap north of $4 trillion, the company accounts for around 8% of the S&P 500. It is the pulse of the AI trade; its technology can be found inside companies like Microsoft, Alphabet, Amazon, and Meta. If it falters, so does everything else. Even if you only hold a broad-market ETF, indexes tend to be tethered to Nvidia.
Even if you only hold a broad-market ETF, indexes tend to be tethered to Nvidia. After the closing bell, the company reports earnings. Then, the market passes judgment. Investors will be watching for updates on Blackwell chip production, the company's powerful new processors built to drive the next era of AI training. They'll also want to see signs that AI capex spending is still coming thick and fast.
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