Updated
Updated · Barchart · Aug 24
Nasdaq Futures Drop 0.59% as Nvidia Lifts AI Server Prices More Than 15%
Updated
Updated · Barchart · Aug 24

Nasdaq Futures Drop 0.59% as Nvidia Lifts AI Server Prices More Than 15%

3 articles · Updated · Barchart · Aug 24

Summary

  • September Nasdaq 100 futures fell 0.59% and S&P 500 futures lost 0.19%, signaling a weaker Wall Street open as chip and AI infrastructure stocks came under fresh pressure.
  • Bloomberg reported Nvidia told major customers AI server prices would rise more than 15% because of surging memory costs, reviving doubts about whether AI spending can keep delivering acceptable returns.
  • Asian tech weakness amplified the move: Samsung slid more than 8% in Seoul, Alibaba dropped over 8% in Hong Kong after a HK$80 billion share sale, and SoftBank fell more than 5% on a planned 1 trillion yen bond deal.
  • WTI crude fell more than 2%, ending a six-day rally and helping push the 10-year Treasury yield down 2 basis points to 4.71%, offering some support to bonds even as equities softened.
  • The selloff opens a pivotal week centered on Nvidia results Wednesday, Kevin Warsh's Jackson Hole speech Friday, and U.S. core PCE data expected to hold annual inflation at 3.3%.

Insights

As an economic D-Day looms, will soaring oil prices from the US-Iran standoff crush the AI-driven tech rally?
Could the escalating crisis in the Strait of Hormuz force the Federal Reserve into a surprise rate hike this year?
With global shipping paralyzed, how will energy-starved nations survive the blockade without triggering a worldwide inflation crisis?