2026-08-21 01:19 UTC · QUOTES VIA STOOQ
NVDA -0.33% · C -2.42% · SNOW -1.14% · ADBE -0.09% · GOOG -1.02% · MSFT -0.47% · AMD +0.65% · PLTR -0.70%
BofA models a $3–4B beat above Nvidia's own $91B guide and a Q3 raise to $107–108B, with the Vera Rubin ramp as the swing factor.
Minutes from the July 28–29 FOMC meeting show many officials backed further tightening if inflation fails to decline, with AI-related investment cited as a factor sustaining price pressures.
The long bond touched 5.32% Tuesday, dragging SOXX names down 4-9% while enterprise SaaS caught a bid. Anthropic's $65B run-rate disclosure sets the frame for Wednesday's FOMC minutes.
The Claude maker last priced at $965B in May; a $2T listing would top SpaceX's June debut and mark a tenfold revenue jump from $47B annualized.
Micron −7.3%, Marvell −9%, Teradyne −10% as the AI hardware trade unwinds; Adobe +4.6% on CLSA initiation and a BlackRock 10% stake.