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Nvidia cleared every bar it set for itself on August 26 and the stock went down anyway. Revenue of $96.22 billion, up 105.8% year over year. Data center at $89.02 billion, up 117%. A third-quarter guide of $108 billion against a $104.2 billion consensus, with China data center revenue assumed at zero. Adjusted EPS of $2.22 against $2.09. The shares slipped, and they remain … [Read more...] about Broadcom, Dell and Credo Earnings Week: Gross Margin Is the Number That Matters, Not AI Revenue

Three things matter this week and all three land after Tuesday. The July PCE print arrives Wednesday morning, Nvidia reports Wednesday after the close, and the Jackson Hole symposium runs Thursday through Saturday. Everything before that is positioning. The setup that gives the week its asymmetry is in the rates market. Going into the weekend it was pricing roughly 9 basis … [Read more...] about Market Calendar for the Week of August 24: NVDA Earnings, July PCE, and Jackson Hole

Stock futures edged higher Thursday morning with Dow futures up 102 points, S&P 500 futures up 0.2% and Nasdaq-100 futures up 0.1%, while Brent fell 2% to $87.17 and West Texas Intermediate slid 2.2% to $81.41. The setup reads as continuation of Wednesday's relief trade. It isn't. The July producer price index lands at 8:30 a.m. Eastern into a wedge between producer and … [Read more...] about Thursday’s PPI Is the Print That Matters: Producer Prices at 5.5% Against Consumer Prices at 3.4%

The week of July 20-24, 2026 is thin on economic data but heavy on earnings, with three of the market's most closely watched names — Alphabet, Tesla, and Intel — all reporting within a 48-hour window. With the Federal Reserve now in its blackout period ahead of the July 29 policy meeting, corporate results rather than Fed commentary will set the tone for equities this … [Read more...] about Earnings Season Hits Full Stride as Alphabet, Tesla, and Intel Headline a Data-Light Week

OpenAI filed its confidential S-1 with the SEC on May 22, setting up a September debut and a valuation band from $852 billion to more than $1 trillion. If it prices at the top, it will be the largest IPO in the history of public markets — and the most expensive test yet of whether scale alone justifies a price. The financials read in two directions at once. OpenAI pulls … [Read more...] about OpenAI IPO, September 2026, New York

Anthropic submitted its confidential IPO paperwork to the SEC on June 1, formally entering a race with OpenAI to reach Wall Street first. The October target puts it weeks behind OpenAI's filing date but potentially ahead in the only contest that matters to a public investor: which of the two arrives with defensible economics. The setup is unusually concentrated. Anthropic's … [Read more...] about Anthropic IPO, October 2026, New York

Smart City Expo World Congress (SCEWC), organized by Fira de Barcelona, will hold its 2026 edition from November 3 to 5 at the Gran Via venue, bringing together 1,000 cities, more than 25,000 attendees, over 1,000 exhibitors, and 600 speakers under the theme "Urban Solutions, Real Impact." The congress program is structured around seven tracks: Enabling Technologies, Energy … [Read more...] about Smart City Expo World Congress 2026 takes place November 3–5 at Fira de Barcelona’s Gran Via venue

There’s a certain momentum building across Northeast Asia’s startup scene that feels less like isolated national growth and more like an ecosystem quietly stitching itself together, and this year’s Tokyo Unicorn Summit at SusHi Tech Tokyo made that pretty visible. The forum, hosted by Startup Island TAIWAN under Taiwan’s National Development Council, returned for its second … [Read more...] about Tokyo Unicorn Summit, April 27, 2026, Tokyo, Japan

Huawei has officially announced its “Now Is Your Spark” Innovative Launch Event, scheduled for May 7, 2026, in Bangkok. The showcase is expected to introduce a broad new lineup of flagship tablets, wearables, and smartphones, underlining Huawei’s strategy of building connected intelligent experiences across work, health, creativity, and everyday life. It feels like a major … [Read more...] about Huawei Innovative Launch Event, May 7, 2026, Bangkok, Thailand

Automotive Testing Expo Korea returns from March 18 to 20, 2026, reaffirming its role as one of the most important regional meeting points for automotive testing, development, and validation technologies. As vehicle engineering becomes more complex and software-driven, events focused on verification and reliability are no longer niche industry gatherings. They are becoming … [Read more...] about Automotive Testing Expo Korea, March 18–20, 2026, South Korea