Crypto Pulse—US Stocks

On August 27th, the US stock market closed with all three major indexes rising, but the gains were very different: the Nasdaq rose by 1.57%, while the Dow Jones Industrial Average only rose by 0.20%. The driving force came from NVIDIA's financial report the night before - quarterly revenue 96.20 billion US dollars, an annual increase of 106%, and guidance for revenue growth of about 70% in 2027. The underlying stock rose by 8.74% to close at 227.98 US dollars. However, the stock that rose the mo

On August 26th, the US stock market closed narrowly and all three major indexes fell slightly, with a decline of less than 0.25%. The market is waiting for one thing: NVIDIA's quarterly report will not be released until after the close. The most memorable one that day was Arista Network (ANET), which rose 5.92% and closed at $202.25, while Supermicro Computer, which belongs to the "computer hardware" category, fell 2.78% on the same day, with a difference of 8.7 percentage points.Today, the US S

Nvidia delivered another quarter of exceptional growth, with Q2 FY2027 revenue reaching $96.2 billion, up 106% year over year, while Data Center revenue rose 117% to $89.0 billion. But at Nvidia’s current scale, another headline beat is no longer the most interesting part of the earnings story. NVIDIA’s official Q2 FY2027 earnings release shows that the company is already moving into its next platform cycle, with Vera Rubin entering full production as AI infrastructure spending continues to expa

On August 25th, the US stock market closed with the three major indexes rising synchronously, with the Nasdaq leading the way by 0.66% and closing at 26,151 points. The most memorable sector that day was not the Constituent Stock index, but SMCI (Supermicro Computer) - it rose 9.35% in a single day and closed at $38.46, while the average value of the Nasdaq computer hardware industry on the same day was -1.71%. A sector of stocks went in the opposite direction to its own industry.Looking upstrea

On August 24th Eastern Time, NVIDIA closed at $208.48, a decrease of 2.91%. This is the seventh consecutive trading day of decline in its stock price, with a cumulative decline of 7.5%, setting a record for the longest consecutive decline in four years since September 2022. From August 14th to August 24th, the market value evaporated by a total of $407 billion. Just two days later, after the US stock market closed on August 26th, NVIDIA will release its Q2 financial report for fiscal year 2027.

1.Today's market: Closing on August 24th, index differentiation, money moved from growth to defenseFirst, let's look at the closing of the day. The Dow closed, the S & P and the Nasdaq closed, which is not as simple as "ups and downs", but funds are changing positions : the technology sector fell about 0.97% on average that day, and the consumer defense sector rose about 1.82%. NVIDIA (NVDA) fell 2.91% to $208.48. It is worth noting that there was no new news about it on the day, and this drop b

1.Today's market: Closing on August 21st, rebounded in a single day but fell throughout the week First, separate the day from the whole week, because they are talking about two different things. Stock side (closed on 08/21)The three major indexes rebounded across the board that day, but the whole week still fell . The reason is not the stock itself, but in the long-term US Treasury: the yield of the 30-year US Treasury bond hit about 5.34% in the middle of the day on August 18, the highest since

U.S. stocks moved lower on August 20 as investors returned to the same macro pressures that have been weighing on the market: high long-term interest rates, rising oil prices and uncertainty over the Federal Reserve’s next move. The Dow Jones Industrial Average fell 1.32%, the S&P 500 lost 0.87%, and the Nasdaq Composite declined 1.00%.The key issue was not a single earnings report. Long-term Treasury yields resumed their climb just one day after the U.S. Treasury expanded bond buybacks in an at

Micron Technology (NASDAQ: MU) is making another major bet on AI memory. On August 20, the company announced plans to invest $10 billion over the next decade in Micron Research Labs, a new U.S.-based research institution headquartered in Boise, Idaho. The initiative will focus on advanced memory technologies, memory and compute architectures, packaging and future semiconductor manufacturing.MU stock responded positively. Micron shares rose 3.97% to $974.33 on August 20 even as the broader techno

Walmart stock (WMT) dropped sharply on August 20 after the retailer reported its fiscal second-quarter 2027 results. The headline numbers were not uniformly weak: total revenue increased 5.9% year over year, Walmart U.S. e-commerce sales rose 24%, and the company raised its full-year sales and earnings outlook. Yet WMT stock still fell more than 9%, wiping out more than $80 billion in market value.The reason was the gap between Walmart’s overall growth and what investors saw underneath it. Walma