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Breakfast Bites - Nvidia Earnings in Focus
Inflation is inching up again; Preview on NVDA earnings;
Rise and shine everyone.
The biggest event everyone is looking forward to today is Nvidia earnings. We’ve seen some rotation out of tech, particularly the Mag 7, over the past couple of weeks. Today’s earnings could bring the conversation back to tech for the rest of the year.
There’s also been a rise in geopolitical tensions. The discussion of WWIII is back, after Putin discussed using nuclear arms after the recent bout of escalation. While we doubt that it will reach that level, heightened geopolitical risks is never a good thing.
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