Wall Street has closed with purchases this Thursday (Dow Jones:+0.16%; S&P500:+0.32%; Nasdaq:+0.53%), that have allowed S&P 500 Renew maximum For the second consecutive day and break the barrier of 6,500 points for the first time. The market has discounted the Nvidia results and several prominent macro references. The company, which announced the figures of its second fiscal quarter 2026 on Wednesday at the closing of the market, has elevated your net profit 59%up to 26,422 million dollars. The incomeon the other hand, 55.6%have increased to reach the 46,743 million dollarsagainst forecasts of 46,020 million. However, technology has fallen 0.82% to disappoint with the billing of your data centers and before the Concerns for China.
And it is that the Asian giant has monopolized much of the attention, since its forecasts for the coming months do not assume «any shipment of the H2O chip» to the country. «Uncertainty in the region remains a headache for Jensen Huang and his team»values Josh Gilbert, Etoro market analyst. In fact, the expert considers «Without H20 chip sales recorded in the quarter, NVIDIA faces an increasingly complex geopolitical battlefield which is limiting one of its largest markets. That weakness was more than compensated by the growing demand for US Hyperscalers, but highlights Nvidia depends on a handful of customers. «»China represents a great opportunity for Nvidia, but also a source of uncertainty«, explains Kathleen Brooks, director of Research at XTB, for whom, if the sale of chips is delayed in the Asian giant,»This will give China time to develop their own national chipswhich represents a constant existential threat to the technological domain of Nvidia «.
With the focus on GDP and weekly strike
The Macro agenda He has also presented several references that have been closely followed by investors. First, the Second Reading of the United States of the second quarterwhich has increased more than expected, up to 3.3%, compared to forecasts of 3.1%. Likewise, the weekly unemployment requestsa good approach to the country’s labor situation, which has become the New concern of the Federal Reserve (Fed). The indicator has been located in 229,000 requests. below the expected 231,000.
Companies and other markets
At the business level, Tesla It still does not raise heads in Europe, where their sales totaled 8,837 units in July, 40% less that in the same month of the previous year, according to the European Association of Automobile Manufacturers (ACEA). This, while his Chinese rival Byd He obtained 13,503 new registrations in that same month, 225% more year -on -year. In addition, the actions of Best Buythe American chain specialized in the sale of electronic products, have fallen 3.67% after the company, which has presented its quarterly accounts, will warn of a «possible impact of tariffs» in the remainder of the year.
In other markets, oil West Texas has risen 0.22% ($ 64.31) and Brent has added 0.41% ($ 68.33). For its part, the euro 0.39% ($ 1,1683), and the ounce of gold has won 0.79% ($ 3476). In addition, the 10 -year American Bonus Profitability It has relaxed at 4.211% and the Bitcoin has closed flat ($ 112,026).
