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Max Weinbach previews expectations for Nvidia (NVDA) earnings and how it will navigate expanding bottlenecks. He says the Mag 7 giant "by far" has the biggest chipmaking capacity but faces headwinds in how it will allocate sales over energy and memory constraints. When it comes to Vera Rubin, Max tells investors to brace for some answers that comes with even more questions.
No other stock topped Moderna's (MRNA) meteoric rally this week thanks to a melanoma vaccine trial breakthrough. Coinbase (COIN) shares surged on the back of a Bitcoin comeback. Walmart (WMT) closed as one of the worst S&P 500 (SPX) performers after earnings. Marley Kayden closes out the week with the top stories that moved Wall Street.
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Bitcoin isn't the only asset seeing a week-long rally — gold surged on the U.S. dollar's recent weakness. In equities, retail's big round of quarterly earnings show that U.S. consumers are staying selective with their purchases. Marley Kayden and Sam Vadas turn to their top takeaways to close the trading week.
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Ryan Shrout examines Nvidia's (NVDA) setup ahead of its upcoming earnings report, including expectations for CEO Jensen Huang and the rollout of the company's Vera Rubin technology. He also discusses Nvidia's competitive advantages, the durability of its GPU leadership and the challenge posed by rivals such as AMD Inc. (AMD).
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DDN CEO Alex Bouzari argues that AI has entered its industrialization phase, with compute evolving into a new asset class and value increasingly driven by outcomes rather than infrastructure. He discusses AI's potential to fuel economic growth, advises CFOs on budgeting for agentic workloads, and stresses the importance of aligning AI spending with profitability.
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Audrey Symes discusses the resilience of Wall Street hiring, particularly for senior professionals in financial services. She highlights strong demand driven by M&A activity, private wealth growth and the expanding secondaries market, while explaining how AI is reshaping hiring priorities across the industry.
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Kevin Horner analyzes the S&P 500 (SPX), noting that its recent pullback to the 20-day moving average could offer a comfortable entry point for bullish traders. He then turns his attention to Arista Networks (ANET), highlighting a potential continuation move after a pullback to its breakout area. Finally, Horner examines Adobe (ADBE), suggesting that while it has seen a good run, its current position at the 200-day moving average and a key Fibonacci retracement level marks a critical juncture for its long-term bearish trend.
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Jason Bottenfield explains why ETFs represent a lasting structural shift in investing, driven by flexibility, innovation and tax efficiency. He discusses the rise of active management, opportunities in gold and copper ETFs, and how investors can use options strategies within tech-focused funds.
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Apple's (AAPL) iPhone 17 did better than expectations, but Windows Central's Daniel Rubino tells investors not to expect many changes for iPhone 18. The biggest change: foldable phone, which he sees facing some challenges as that corner of the market has plenty of new and established competitors. Daniel turns to longer-term headwinds he sees mounting against Apple, from supply constraints to China.
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Danielle Shay "won't be surprised at all" to see AI memory volatility in the coming weeks but remains long-term bullish in the space. For Micron (MU) in particular, she explains her options strategies and offers advice on how to navigate the stock's wild price swings. Danielle likes SanDisk (SNDK) the most out of the group due to its stock trading just below the 50-day SMA — a key level that can lead to a breakout if crossed. Seagate (STX) is another name she believes has an interesting technical set-up.
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