Artificial intelligence (AI) news

Artificial intelligence is transforming finance. AI algorithms analyse data, predict trends, and automate trading. Companies involved in the development of artificial intelligence are impacting market efficiency and potentially increasing volatility in the global economy.

Nvidia Technical: Bullish impulsive up move sequence intact ahead of earnings
Nvidia reports Q2 earnings after the US close on 27 Aug, with results set to ripple across global markets. AI-driven optimism has fueled equity gains, offsetting tariff risks, and Nvidia’s weight on the S&P 500 (7%) and Nasdaq 100 (14%) makes its performance pivotal. Options imply a 6% swing, equating to a potential US$260B move in market value, which could shift the S&P 500 by 0.4% and the Nasdaq 100 by 0.8%.
by Kelvin Wong
Semiconductors_Machine_Electrical
NVIDIA (NVDA) Earnings: Navigating the Blackwell Supercycle Amid Geopolitical Crosscurrents
NVIDIA's Q2 FY26 earnings are a critical test for the AI investment narrative. The market anticipates a significant beat on revenue (guidance $45B, Street $46-46.5B) and EPS due to strong AI infrastructure demand. Key factors include hyperscaler AI spending, the shift to inference, and the Blackwell platform. Long-term risks include China, supply chain, and competition.
by Zain Vawda
Semiconductors_Machine_Electrical
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