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PinguGo Beyond!

Sep 1 at 03:27 AM

This week could be an important one for markets, with several major earnings reports and key economic data ahead. NIO and Dell report today, followed by Broadcom on Wednesday and Lululemon on Thursday. Among these, Broadcom’s results could attract significant attention because of continued investor focus on AI infrastructure and semiconductor demand. Meanwhile, Friday’s US August non-farm payrolls report may provide fresh clues about the strength of the labor market and the Federal Reserve’s future policy direction. I expect volatility to increase around these events, so investors should watch earnings guidance, market expectations, and economic data closely rather than focusing only on headline numbers.

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Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Anthropic's $35B Cloud Deal Has Nvidia's Fingerprints

Anthropic locked in a $35B cloud deal with Nvidia-backed Lambda on Sunday — its fourth mega compute deal this month. Rate-hike odds jumped again too, hitting 64-65% just one trading day after Friday's...

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