Aktienanalyse zu NVIDIA Corp (NVDA)NVDANVIDIA Corp

#WeeklyPost #WCTCS9 Key financial events to watch next week 2026-10-19 (Monday) 10:00 China Q3 GDP, September industrial output, fixed asset investment, retail sales 22:00 US October NAHB housing market index 2026-10-20 (Tuesday) 09:15 China October LPR quote 17:00 Eurozone October ZEW economic sentiment index 20:30 US September housing starts, building permits 22:00 US September pending home sales MoM NVIDIA GTC conference (10.20–10.22) 2026-10-21 (Wednesday) 16:00 UK September CPI YoY 22:30 US EIA crude oil inventories for the week to October 16 After US market close: Tesla, Meta earnings 2026-10-22 (Thursday) 09:00 Bank of Korea rate decision 17:00 Eurozone October consumer confidence preliminary 20:00 US 20-year Treasury auction 2026-10-23 (Friday) 07:30 Japan September CPI 16:00 Eurozone October manufacturing and services PMI preliminary 20:00 Russia central bank rate decision 22:00 US October University of Michigan consumer confidence and inflation expectations, US S&P Global PMI Quick take: next week's calendar looks fairly quiet. Apart from the US consumer confidence index, there are no major data releases, and the Fed has entered its blackout period ahead of the policy meeting, so the impact on markets is likely limited. The biggest variable is the US-Iran situation, which could significantly affect oil prices as well as US equities and crypto. Worth keeping an eye on.

Breaking: Meta's Muse Wonder and Muse Spark are now live on Venice for private use. Since October 15, Venice has also added NVIDIA's Nemotron 3.5 Super VL and Tencent's Hy4 Preview. @AskVenice

DeepSeek's new model is pushing the frontier on efficiency: only 8-16B active parameters per token vs 30-100B for most competitors, yet it competes on agentic coding while being far cheaper and easier to serve. $NVDA $AMD

A discussion between Federal Reserve official Kevin Warsh and IMF Managing Director Kristalina Georgieva provided clarity on the signals the market has been seeking regarding the central bank's next moves. The conversation took place in Bangkok during the IMF-World Bank Annual Meetings, marking Warsh's most comprehensive assessment of the global economy since taking office 148 days ago. The discussion unfolded against a backdrop of inflation data that exceeded expectations. The September Consumer Price Index (CPI) rose 3.7% year-over-year, above forecasts, while core inflation climbed to 2.6%. Meanwhile, the Producer Price Index (PPI) reached 6.3% year-over-year, the highest level in four years. These figures significantly raised market expectations for an October rate hike. Warsh did not directly signal on rates in his remarks. He noted that economic conditions were in line with expectations and reiterated that policy decisions would continue to depend on data. He also emphasized that artificial intelligence is a structural force reshaping the economy. He explained that AI first affects demand, then supply, and could bring uncertainty to the labor market over the next 12 to 18 months. This assessment offered an important perspective on how technology investment may influence inflation. The most tangible impact of the discussion was reflected in rate expectations. Following Warsh's comments, the market-implied probability of an October rate hike fell from 28% to 13%. This indicates that investors are increasingly expecting the Federal Reserve to hold rates steady at its October meeting. Bond and foreign exchange markets corroborated this. The U.S. 10-year Treasury yield fell to 5.09%, the lowest in three weeks. Meanwhile, the dollar index dropped below 102, recording its largest weekly decline in over a year. For Bitcoin, the picture was different. Although the price is attempting to hold the $81,000 level, U.S. spot Bitcoin ETFs saw $82.39 million in net outflows on October 16, with the vast majority coming from a single fund. This suggests that short-term institutional demand remains volatile even as the market seeks a degree of balance. The key factors to watch in the coming days are clear: more data ahead of the Fed's October 27-28 meeting, the trajectory of bond yields, and ETF fund flows. Warsh's comments played a decisive role in shaping short-term market expectations, but the path of inflation and broader economic trends will ultimately remain the primary factors determining the Fed's final decision. This article does not constitute investment advice. The analysis is based on public information and does not guarantee future results. #ShareWeekly #PlanYourTradesThisWeek #WarshIMFSpeech $MU $NVDA $NAS100 $EURUSD $BTC

Is the high valuation of storage stocks the key to this pullback? Previously, AI computing power became a major theme in the capital markets, and storage chips, high-performance flash memory, and data center hard drives also attracted capital flows. As shares of Kioxia, SanDisk, Western Digital, Seagate, and others pulled back one after another, the market began to re-examine a question: was the earlier rally built on real earnings, or on overly optimistic expectations? AI development does require large amounts of data storage, but investors cannot simply equate demand growth with profit growth. Companies still face equipment investment, production costs, industry competition, and product price changes. If the market has already assigned high valuations based on future high growth, then even if company earnings continue to grow, the stock price may still adjust as long as results do not exceed market expectations. I prefer to view this pullback as an opportunity to reassess risk and reward. For investors, what matters is not guessing the bottom, but judging whether the current price has fully reflected future growth potential. Next, I will focus on corporate earnings forecasts, storage product price trends, cash flow, and valuation levels. Opportunities may gradually emerge when the decline in stock prices is greater than the deterioration in fundamentals. Conversely, if earnings expectations continue to be revised downward, every decline should not be treated as a signal to buy the dip. In investing in AI storage, what ultimately matters is the purchase price and the ability to deliver earnings. $NVDA #USStocksStorageSectorDeclineWidens