Updated
Updated · Kiplinger's Personal Finance · Aug 24
Dow Rises 0.3% as Nasdaq Drops 0.8% Ahead of Nvidia Earnings, Warsh Speech
Updated
Updated · Kiplinger's Personal Finance · Aug 24

Dow Rises 0.3% as Nasdaq Drops 0.8% Ahead of Nvidia Earnings, Warsh Speech

3 articles · Updated · Kiplinger's Personal Finance · Aug 24

Summary

  • The Dow closed up 0.3% at 53,417, while the S&P 500 fell 0.3% to 7,652 and the Nasdaq lost 0.8% to 25,980 as investors braced for Nvidia results and Fed Chair Kevin Warsh's Friday Jackson Hole keynote.
  • Nvidia slid 2.9% before its Wednesday report, helping drag the semiconductor trade lower; the SOXX ETF fell 2.7%, Micron dropped 5.8% and AMD lost 3.5% as traders tempered AI optimism.
  • Treasury yields stayed elevated, with the 2-year at 4.240%, while investors also weighed U.S. sanctions pressure on Iran, oil risks and this week's inflation data for clues on long-term rate policy.
  • Marvell reports Thursday after a 179.3% year-to-date surge, with Wall Street expecting 39% earnings growth, while Expedia jumped 5.4% after Evercore raised its price target to $430.

Insights

Will aggressive new secondary sanctions on Iran's oil buyers inadvertently push global powers away from the US dollar system?
With AI memory costs surging, will Nvidia's looming price hikes trigger a sudden collapse in the tech market's most lucrative trade?
Could the unprecedented 50 percent tariff on Canadian goods permanently shatter North American supply chains before 2027?