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zerohedge.comAUG 273 min read$NVDA

NQ outperforms with NVIDIA +7% after stellar guidance; G10FX and USTs quiet into Fed speak - Newsquawk US Market Open

Nvidia (NVDA) shares rose 7% pre-market after beating earnings estimates and forecasting 70% revenue growth by fiscal 2028. US equity futures also gained, supported by positive earnings from Nvidia and Salesforce. The White House is reportedly considering new tariffs on chips, according to Politico. Fixed income and forex markets remained quiet ahead of Fed speeches and key economic data.

Original reporting
zerohedge.com
Published Aug 27, 2026, 12:15 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Aug 27, 2026, 12:31 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
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NQ outperforms with NVIDIA +7% after stellar guidance; G10FX and USTs quiet into Fed speak - Newsquawk US Market Open — source image
Source · zerohedge.com
Decision brief

The 30-second read

$NVDABullishHigh
01

Why it matters

Earnings beats and strong guidance are fresh primary disclosures that move the market, while tariff speculation adds a risk overlay.

02

Market read

Tech earnings dominate early trading, lifting futures and setting a bullish tone for the session.

03

What to watch

Potential impact of upcoming U.S. chip tariffs could temper Nvidia's upside.

Relevance 8/10Novelty 8/10Timing: pre‑market today

Background

The article summarizes early‑morning market moves driven by Nvidia and Salesforce earnings, with mention of upcoming Fed speakers and geopolitical headlines.

Company-level read

Ticker impact

$NVDABullishHigh confidence
Context

Nvidia reported Q2 earnings beat and guided FY28 revenue to grow ~70%, driving a 7% pre‑market price jump.

Expected impact

Potential continuation of the pre‑market rally into the open, with upside target near recent highs.

Evidence & confidence

Guidance far exceeds consensus and the stock already moved >7% on the news.

$CRMBullishHigh confidence
Context

Salesforce posted Q2 earnings beat and raised guidance, sending the stock up 11.6% pre‑market.

Expected impact

Likely to sustain the pre‑market gain, with potential to test recent resistance levels.

Evidence & confidence

Earnings surprise and upgraded guidance are fresh catalysts driving a large price move.

Market effects

Sector

Positive earnings from Nvidia and Salesforce boost sentiment in technology and cloud software sectors.

Regional

U.S. equity futures rise, supporting broader market optimism.

Global

AI‑driven growth expectations influence global tech valuations.

Counterpoint

What could challenge this read

High guidance may be overly optimistic; execution risk could lead to a pull‑back if growth stalls.

Key entities

  • Company
    Nvidia

    AI chipmaker delivering strong Q2 results and aggressive FY28 guidance.

  • Company
    Salesforce

    Cloud software provider beating earnings and raising outlook.

Read at source← All news

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