
By Laura Matthews NEW YORK, Aug 21 (Reuters) - Nvidia's earnings report and the Federal Reserve's Jackson Hole symposium will test the assumptions behind this year's stock market rally, offering clues
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By Laura Matthews NEW YORK, Aug 21 (Reuters) - Nvidia's earnings report and the Federal Reserve's Jackson Hole symposium will test the assumptions behind this year's stock market rally, offering clues

Aug 21 (Reuters) - Global equity funds drew their largest weekly inflows in three weeks through August 19 as investors bet on a strong earnings season, though rising bond yields and oil prices began

Nvidia Corp. is in early discussions with the Korean AI chip designer Rebellions about possible collaborations, including a technical partnership, an investment or perhaps even an acquisition, according to people familiar with the matter.

The theoretical math suggests the stock should be worth measurably more. Investors are just pricing in the unspoken, unquantifiable reality.

Both of these entertainment giants have lost money for their shareholders in 2026.

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Burry thinks Nvidia’s moat may face a tougher test

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Federal debt just crossed a staggering new threshold while Treasury scrambles to prop up the bond market, and the intervention collapsed within 24 hours. Where Berkshire puts its money instead reveals something most retirees holding long bonds have not yet reckoned with.

One restaurant chain is trading at a sky-high valuation while another has shed double digits this year, and the market's verdict defies everything a shaky consumer economy would predict about which business wins.

Brent crude just broke $95 and the August inflation print has not yet landed, which means the window to position ahead of the next dividend cycle is closing fast. Three energy companies are already converting the spike into bigger shareholder checks, and the structural reasons why they can keep doing it through an $80 pullback are worth understanding before prices move again.

Nvidia plans to start shipping small volumes of an AI chip designed for Chinese customers by the end of the year, The Information reported on Thursday, citing two employees. The chip giant did not immediately respond to a Reuters request for comment. Reuters could not independently verify the report.

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Seaport Therapeutics just went public with a prodrug platform that has attracted board members from two of the biggest neuroscience acquisitions in recent history. The question is whether the same giants who funded those deals are already circling for a third.

Advance Auto Parts stock cratered Thursday even as the company beat earnings estimates, leaving investors to question whether the headline numbers tell the real story about consumer demand and the health of the entire auto parts sector.

Tariff refunds couldn’t cover for comparable sales missing at 2.6%, and Target’s report the day before proved the excuse wasn’t going to fly

A late-night tariff pause between the U.S. and Canada left nothing signed and everything at stake, but three stocks are already pricing in a deal that could still fall apart before the ink dries.

SK Hynix followed the same post-IPO crash pattern as SpaceX and Cerebras, but what happened to its fundamentals during that stumble sets it apart from every other stock in the trillion-dollar club.

Moderna's stock just surged in a way that transforms the company from a cash-burning vaccine maker into a serious acquirer, and four biotech targets already sit within striking range of its newly loaded war chest.

Amazon invested just $13 billion in Anthropic.

The 40-year veteran fund manager resets his Nvidia forecast for the rest of the year.
The next test is whether strength extends into 2027

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