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- Analysts expect record Nvidia earnings despite China hit
Analysts expect record Nvidia earnings despite China hit
5 articles I'm watching carefully
Tyler Dupont ![]() Good morning 👋 Here's the latest news I'm tracking today. |
📈 Stocks / Finance
Analysts expect record Nvidia earnings despite China hit
Nvidia is projected to post Q2 revenue of $46.45B, up 50% YoY, with EPS of $1.02. Despite a potential $8B China export hit, 12 of 13 analysts rate it a 'buy'. Price targets range from $155 to $225 amid strong AI chip demand and new product anticipation.
Vertex stock down 18% despite strong pipeline, steady revenue
Vertex Pharmaceuticals is down 18% YoY due to clinical trial failures and illegal drug copies abroad. Still, Q2 revenue rose 12% to $2.96B and net income hit $1B. With FDA approvals for Alyftrek and Journavx and a robust late-stage pipeline, the stock may rebound.
Defense stocks gain traction under Trump’s $150B military push
CACI surged 21% YTD as analysts cited strong DoD ties and drone tech dominance. Booz Allen, down 15% YTD, is seen as a rebound play amid AI demand. ViaSat, up over 200% YTD, could unlock value via defense spinout and $568M spectrum cash deal.
🪙 Crypto
Santiment Flags Crypto Risk Amid Fed Rate Cut Buzz
Santiment warns excessive social chatter around Fed rate cuts may signal a crypto market top. Ethereum’s MVRV hits +58.5%, Bitcoin struggles near $117K, and exchange BTC balances rise. Technicals suggest BTC may drop to $104K if $120K isn’t reclaimed.
🌎 Global Economy
US-Japan Trade Deal Sets 15% Tariff Benchmark
A US-Japan trade deal lowers auto tariffs from 27.5% to 15%, calming global markets. Japan’s Nikkei jumped 3.5%, while EU and China face upcoming tariff deadlines. Economists suggest 15% may become a standard, mitigating inflation and investment uncertainty.
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