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Clarity on Blackwell and Strong Data Center Demand Met with Margin Re-Set; FY2Q EPS Recap

While we expect Nvidia’s FY4Q (January) implied gross marginoutlook in the low-70% range coupled with the company’s growing
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THE EUROZONE ECONOMIC MONITOR

Money data suggest the savings rate is no longer rising, pointing to a pick-up in spending...
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THE UNITED STATES ECONOMIC MONITOR

We look for little change in in initial jobless claims today, and a run of lower numbers this fall…
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Power demand is inflecting: 1-1.5% up since the start of the year

Earlier this year (here), we noted that Europe could soon experience an inflection inpower demand (datacenters, electrification). We now point out something that the
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Invidious-Global Daily

Headlines today are of disappointing earnings at NVIDIA. Yet somehow world markets --and the world economy aside from one firm, in one sector, in one country-- managed to survive, and we
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Raising estimates despite FX headwinds

Following strong all round Q2 results announced earlier in August, we raiseour FY24 estimates by 4% at the net revenue level and 7-9% at the EBIT,
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F2Q Review: Modernization of Data Center Compute Stack Continues

NVDA F2Q results and F3Q guidance beat expectations, driven by continued strength in datacenter compute platforms and networking for accelerated compute and AI clusters. Management
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StoneX Strategy U.S. Landing Gear Engaged, Labor Data in Focus

StoneX Strategy U.S. Landing Gear Engaged, Labor Data in FocusA spate of recent data indicate that while the U.s. labor market has slowed, the economy has avoidedspiraling into recession
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Tomorrow, back to only thinking "Rate cuts!"

Today, markets are only interested in one economy, one field, and earnings from one company,which may or may not be in a bubble. It makes a change from a focus on “Rate cuts!” I guess. But
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Q2 GDP Growth Revised Up on Stronger Consumption

BOTTOM LINE: Real GDP growth was revised up 0.2pp to +3.0% annualized in thesecond quarter, above expectations and reflecting an upward revision to
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