To The Moon

Markets inched higher Wednesday as investors held their breath for Nvidia’s earnings, the final report among the so-called Magnificent Seven. With its $4 trillion-plus market cap, larger than Germany’s or France’s entire stock markets. Nvidia is not just a company but a proxy for AI’s future.

• Dow Jones Industrial Average: +0.32% to 45,565.23

• $S&P 500(.SPX)$ : +0.24% to 6,481.40

• $NASDAQ(.IXIC)$ : +0.21% to 21,590.14

Nvidia’s Results: A Barometer for AI

$nvda

$NVIDIA(NVDA)$ The chipmaker beat revenue and earnings expectations but offered in-line guidance for next quarter, underwhelming for a shareholder base used to blowouts. Shares dipped after hours, reminding investors how high expectations are priced in.

• Nvidia stock is up 30% year-to-date and makes up 7% of the S&P 500.

• Its market value equals 3.6% of global GDP and surpasses most national stock markets.

• Fundstrat’s Thomas Lee stressed that “every dip has proven profitable,” a reminder that Nvidia remains central to the AI trade despite short-term volatility.

AI and Power Demand: Nuclear Steps Back In

Behind AI’s boom lies a less glamorous reality: energy demand. Data centers driving AI adoption are straining power grids, giving new life to a once-fading industry, nuclear power.

• NextEra Energy announced plans to restart the Duane Arnold reactor in Iowa, marking the third nuclear restart since 2024.

• Constellation Energy is targeting a 2027 restart at Three Mile Island, and Holtec International is reviving the Palisades plant in Michigan.

• Tech giants like Microsoft and Amazon are cutting deals with nuclear operators for dedicated energy supplies, creating profitable new revenue streams.

Nuclear plants once seen as financial deadweight are now turning into strategic assets, benefiting from subsidies and AI-driven demand for stable, carbon-free baseload power.

What’s Next

Tomorrow brings a wave of retail and tech earnings. $Best Buy(BBY)$ , Dollar General, Ulta, Gap, Marvell, and Autodesk among them.

On the macro front, the BEA’s second Q2 GDP estimate (3% annual growth expected) and initial jobless claims will shape investor sentiment. Pending home sales data will also provide fresh insight into housing demand.

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This summary is for informational purposes only and does not constitute financial advice. Investors should conduct their own research before making investment decisions.