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The aBP Weekly: NVIDIA Delivered. The Fed Just Made the Market’s Next Move Harder

Summary

  • NVIDIA delivered another exceptional quarter, with revenue more than doubling y/y and Data Center sales accelerating as global investment in AI infrastructure continues to expand.


  • The broader AI story remains strong, but expectations are becoming increasingly demanding. NVIDIA’s results suggest demand is not the problem today, with management describing its outlook as supply constrained.


  • Inflation remains the market’s biggest macroeconomic complication. July PCE inflation remained well above the Federal Reserve’s 2% target, limiting the central bank’s flexibility even as investors look for relief from elevated interest rates.

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  • The market is entering an important tug of war between earnings and interest rates. Strong corporate profits can support equity valuations, but persistent inflation and higher discount rates could make investors increasingly selective about what they are willing to pay for growth.

NVIDIA sign in front of a modern glass building and landscaped greenery at dusk.
Source: CRN

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