Your Daily Scope and News of What Matters
NVIDIA stock fell for seven straight sessions into Aug. 26 earnings, closing near $208.48 on Aug. 24. The slide is the longest since 2022. Wall Street still expects ~$92 billion in revenue and ~$2.09 adjusted EPS — with memory costs and guidance the real tests.
Walmart stock tumbled about 9% on Aug. 20 after U.S. comparable sales grew just 2.6% — slowest since 2020 — even as revenue and EPS beat. Fuel costs, pharmacy pricing, and soft Q3 EPS guidance drove the selloff.
Palantir stock drew fresh attention Aug. 19 after a second Sovereignty Bootcamp drew nearly 200 organizations and CEO Alex Karp said high-margin growth can run 18 more months. PLTR near $175; median Wall Street target $205.
NVIDIA reports Q2 FY27 on Aug. 26 at 5 p.m. ET. Company guide is $91 billion ±2% with zero China data-center compute in the model. Q1 was $81.6 billion. The print is one number. Guidance and China are the others.