Friday's session opens in New York with some degree of tension. Kevin Warsh is about to remind them that even excellent companies such as Nvidia must live with interest rates.

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Nvidia has once again given investors what they wanted: spectacular growth, a confident forecast and fresh evidence that demand for artificial-intelligence computing remains stronger than the industry's ability to supply it. The stock climbed as much as 7% before Thursday's opening bell, helping Nasdaq 100 futures rise roughly 0.9%, while S&P 500 futures gained 0.4%.

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Two events shape Wednesday's session. The first, the latest batch of economic data, has now delivered a mixed inflation reading. The second, Nvidia's results, comes after the closing bell. Can inflation ease without damaging growth? Can artificial intelligence keep producing the extraordinary expansion already reflected in technology valuations?

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Technology stocks are attempting to recover after Monday's semiconductor selloff, with Nvidia, Meta, Micron, Western Digital and Sandisk all gaining early in the session. But this is less a confident rebound than a cautious return to the scene of the accident. Investors are willing to buy the dip: they would simply like Nvidia to justify it first.

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Our daily Wall Street column is back after a short hiatus! The final week of August will test three of the market's strongest convictions: that Washington can contain the economic damage from Iran, that inflation will cool without a painful intervention from the Federal Reserve, and that artificial intelligence can justify the extraordinary sums being spent on it. Scott Bessent, Kevin Warsh and Nvidia will each provide part of the answer.

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The technology trade is roaring back on Friday, but the rebound is becoming more selective. Amazon is surging after delivering the kind of growth investors wanted to see, while Apple is falling due to supply shortages.

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Prices cooled in June, but weak growth and expensive oil leave the central bank with an unusually awkward choice.

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Oil is rising, Iran is back in the headlines, the Federal Reserve is preparing to announce its latest decision, and roughly 100 major American and European companies are reporting results. Microsoft and Meta Platforms report after Wednesday's close, followed later this week by Amazon and Apple. Their results will be judged less by headline revenue than by what their enormous AI budgets are producing.

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Wall Street's artificial-intelligence boom has survived several scares since ChatGPT captured the public imagination in late 2022. Each time, investors decided that the rewards would justify almost any level of spending. Tuesday's session suggests that confidence is weakening again.

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A pause in the war with Iran has pulled oil back from $100 a barrel just as the United States enters one of the busiest market weeks of the year. The Federal Reserve will decide on interest rates Wednesday, the government will publish its first estimate of second-quarter GDP, and roughly one-third of the S&P 500 will report earnings. The Bank of England and the Bank of Japan will also meet, because apparently the calendar had a little space left.

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