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Nvidia earnings key this week, with 6% stock move expected amid AI demand and Fed's Warsh to address bond market.

Market News
23 Aug 2026
Seeking Alpha
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Neutral
pluang ai news

Nvidia's earnings report on Wednesday is the week's most anticipated event, with options pricing in a 6% share move due to factors like AI infrastructure demand, product ramp timing, China exposure, and new financing partnerships. Analysts warn of possible sharp downside to $190 if results disappoint, while upside appears limited. The report could impact the broader semiconductor and AI sectors. Additionally, Fed Chair Kevin Warsh will speak at the Jackson Hole Symposium on Friday, addressing bond market dynamics amid tensions between Treasury officials over yield curve management. Canada also announced retaliatory tariffs on U.S. imports starting September 8 in response to U.S. tariffs on Canadian goods.

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