WHITE HOUSE'S NAVARRO SAYS INDIA CAN GET 25% OFF TARIFFS IF IT STOPS BUYING RUSSIAN OIL
(@WalterBloomberg)
*NVIDIA: ANY REQUEST FOR % OF REV "MAY SUBJECT US TO LITIGATION"
(@WalterBloomberg)
MEXICO IS SET TO RAISE TARIFFS ON IMPORTS FROM CHINA, TARIFFS ON CHINESE GOODS TO BE INCLUDED IN THE BUDGET PLAN
(@WalterBloomberg)
NVIDIA: NO H20 SALES TO CHINA-BASED CUSTOMERS IN 2Q
(@WalterBloomberg)
*NVIDIA APPROVES ADDITIONAL $60B IN SHARE BUYBACK
(@WalterBloomberg)
*NVIDIA 2Q REV. $46.7B, EST. $46.23B
*NVIDIA 2Q DATA CENTER REVENUE $41.1B, EST. $41.29B
$NVDA
(@WalterBloomberg)
*FDA AUTHORIZES COVID VACCINES FOR THOSE AT HIGHER RISK: KENNEDY
*FDA ISSUES AUTHORIZATIONS FOR MODERNA, PFIZER, NOVAVAX: KENNEDY
(@WalterBloomberg)
TREASURIES PARE LOSSES; 2- TO 5-YEAR YIELDS FALL TO DAY'S LOWS
(@WalterBloomberg)
TRUMP: I HAVE BEEN FULLY BRIEFED ON TRAGIC SHOOTING IN MINNEAPOLIS, MINNESOTA
(@WalterBloomberg)
BYTEDANCE NEW EMPLOYEE SHARE BUYBACK TO VALUE COMPANY AT OVER $330 BILLION, UP FROM $315 BILLION IN LAST ROUND, SOURCES SAY
BYTEDANCE Q2 REVENUES GREW 25% TO REACH AROUND $48 BILLION, SOURCES SAY
BYTEDANCE'S TIKTOK U.S. BUSINESS REMAINS LOSS-MAKING, SOURCES SAY
(@WalterBloomberg)
NINTENDO SOLD TWO MILLION SWITCH 2'S IN THE US: CIRCANA SAYS
(@WalterBloomberg)
FRENCH 30-YEAR YIELD RISES 5BPS TO 4.45%, FRESH 14-YEAR HIGH
(@WalterBloomberg)
HASSETT: HONORABLE THING TO DO WOULD BE TO TAKE LEAVE
HASSETT SPEAKS ABOUT LISA COOK TO REPORTERS
(@WalterBloomberg)
LYNX EQUITY ON NVIDIA ( $NVDA): “STEPPING AWAY”
Lynx Equity downgraded its stance on NVIDIA, keeping a $160 price target but warning the stock is likely to fade. The firm cites weak early reception to GPT-5—which runs on NVDA’s GB200 platform—raising concerns about demand, along with export tariffs that may expand beyond China. While strong near-term guidance is expected, Lynx believes longer-term risks outweigh upside and is stepping aside.
(@WalterBloomberg)
EUROPEANS LIKELY TO INITIATE U.N. PROCESS TO REIMPOSE SANCTIONS ON IRAN ON THURSDAY, SOURCES SAY
(@WalterBloomberg)
NVIDIA-TO DATE, USG HAS NOT PUBLISHED REGULATION CODIFYING SUCH REQUIREMENT THAT USG WILL GET 15% OF REV GENERATED FROM LICENSED H20 SALES
(@WalterBloomberg)
*NVIDIA: US GOVT HAS NOT PUBBED REGULATION CODIFYING 15%
(@WalterBloomberg)
*CDC DIRECTOR MONAREZ IS BEING OUSTED: WAPO
(@WalterBloomberg)
NVIDIA SHARES FALL 4% AFTER THE BELL FOLLOWING RESULTS
(@WalterBloomberg)
*NVIDIA: 3Q REVENUE IS EXPECTED TO BE $54.0B PLUS OR MINUS 2%
(@WalterBloomberg)
$NVDA - NVIDIA EARNINGS DUE AT 4:20 PM ET
(@WalterBloomberg)
GOP SENATOR SEEKS TO INCLUDE PHOSPHATE AS CRITICAL MINERAL
(@WalterBloomberg)
FED OUTLOOK: SEPTEMBER CUT IN FOCUS
Futures still price a Fed rate cut next month, with -21.8 bps implied for September, -34.9 bps for October, and -55.8 bps by December. NY Fed’s Williams called the September meeting “live,” while Governor Waller is expected Friday to back a -25 bps cut. Next week’s jobs report will be key—further labor weakness would likely seal an easing, even if CPI (Sept. 11) runs hot.
(@WalterBloomberg)
US APPROVES SOME DIAMOND IMPORT TRANSACTIONS IN RUSSIA LICENSE
(@WalterBloomberg)
JUSTICE DEPARTMENT OPENS INVESTIGATION INTO CALIFORNIA ENVIRONMENTAL PROTECTION AGENCY FOR DISCRIMINATORY EMPLOYMENT PRACTICES -STATEMENT
(@WalterBloomberg)
INDIA JULY ECON REPORT: IMMEDIATE IMPACT OF U.S. TARIFFS ON INDIAN EXPORTS APPEAR LIMITED BUT THEIR SECONDARY, TERTIARY EFFECTS ON ECONOMY POSE CHALLENGES
INDIA JULY ECON REPORT: ONGOING INDIA-US TRADE NEGOTIATIONS WILL BE CRUCIAL
(@WalterBloomberg)
$NVDA - NVIDIA EARNINGS: CAN IT MEET SKY-HIGH EXPECTATIONS?
Nvidia reports Q2 results Wednesday after the close, with Wall Street watching to see if the AI leader can justify its $4T valuation. The stock is up 35% YTD, and options imply a 6.1% post-earnings swing (~$270B in market value).
Analysts remain bullish:
🔸 Piper Sandler sees $45.1B in revenue this quarter and up to $6B from China in Q3.
🔸 Morgan Stanley forecasts durable demand into 2026, raising estimates to $273B revenue and $6.51 EPS.
🔸 BofA expects a beat/raise, with Q2 revenue near $47B and Q3 up to $60B if China licenses return. Longer term, banks see strong growth driven by Blackwell chips, hyperscaler demand, and AI adoption.
(@WalterBloomberg)
$AAPL - APPLE MAKES MUSIC PUSH IN RADIO: WSJ
(@WalterBloomberg)
U.S. President Donald Trump said on Wednesday that billionaire financier George Soros and his son should be charged under the Racketeer Influenced and Corrupt Organizations Act, or RICO.
"George Soros, and his wonderful Radical Left son, should be charged with RICO because of their support of Violent Protests, and much more, all throughout the United States of America. ..Soros, and his group of psychopaths, have caused great damage to our Country! That includes his Crazy, West Coast friends. Be careful, we’re watching you!," Trump wrote in a post on Truth Social.
(@WalterBloomberg)
