To The Moon

Overall Markets

Global equities ended the session on a mixed note as investors digested Nvidia’s earnings, U.S. political headlines, and lingering geopolitical risks. Wall Street closed higher, Europe showed uneven performance, while Asia posted mixed results with strength in Japan and China offset by weakness in Hong Kong.

US: Resilience Amid Uncertainty

U.S. markets advanced modestly, with the Dow $DJIA(.DJI)$  gaining 0.1%, the S&P 500 $S&P 500(.SPX)$  up 0.3%, and the Nasdaq $NASDAQ(.IXIC)$  climbing 0.5%. Investors weighed signs of economic resilience against political developments, including Federal Reserve governor Lisa Cook’s legal move against President Trump, while digesting Nvidia’s $NVIDIA Corp(NVDA)$  strong earnings and market reaction.

Europe: Political Clouds Weigh

European markets reflected investor caution, with France’s CAC 40 rising 0.2% as political risks were weighed, while the UK slipped 0.4% and Germany’s DAX closed flat. Traders remained focused on political uncertainty and potential spillover effects on investor confidence.

Asia: Nvidia Effect Ripples Through

In Asia, Nvidia’s earnings beat lifted optimism, but concerns about its China business pressured sentiment. Japan’s Nikkei rose 0.7% and China’s Shanghai Composite gained 1.1% on local momentum, while Hong Kong’s Hang Seng $HSI(HSI)$  slipped 0.8% as tech and property shares dragged.

Outlook and Insights

Markets remain sensitive to political headlines and corporate earnings, with U.S. resilience providing a supportive backdrop. While Nvidia’s results highlight ongoing AI strength, the China overhang underscores global trade risks. Investors may expect continued sector rotation and heightened volatility as political and economic crosscurrents shape sentiment in the weeks ahead.