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NVIDIA (NVDA) Q4 Earnings Preview: High stakes for the AI standard-bearer
NVIDIA's Q4 earnings report on February 25 is a high-stakes event for the AI standard-bearer. Markets are shifting focus from simple "beats" to long-term sustainability. Key areas of scrutiny include the production ramp of the next-gen Blackwell chip, potential spending "digestion" by hyperscalers, stability of the 75% gross margin, and geopolitical developments in China. The stock's sideways movement suggests high volatility may be expected.
by Zain Vawda

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Tariff "Plan B": Why the market Is ignoring the looming 150-Day clock on new import taxes, Gold up 2.4%
The US Supreme Court's landmark 6-3 decision in Learning Resources, Inc. v. Trump has fundamentally reshaped the trade policy landscape, striking down the administration's aggressive use of the International Emergency Economic Powers Act (IEEPA) to impose global tariffs. This article analyzes the profound market reaction to the ruling, which has triggered a notable rally in risk assets before a selloff including global equities and currencies—as markets price in an end to "tariff chaos."
by Zain Vawda
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