NVIDIA Raises Guidance, Lifting Semiconductors and AI Stocks | WEEX TradFi Daily (August 27, 2026)

Opening Summary

1. NVIDIA delivered strong revenue and data-center results while raising its next-quarter revenue guidance, renewing confidence in AI capital spending and semiconductor demand.
2. Salesforce beat quarterly expectations and raised its full-year revenue outlook, with AI product deployment and investment income becoming key market focus areas.
3. In crypto, Bitcoin stabilized near $79,000 after briefly reaching approximately $81,000, while Ethereum held near $2,500 and AI meme and privacy-coin sectors led gains.
4. Semiconductor names rebounded after NVIDIA’s results, while crude oil and natural gas advanced together. Markets are also monitoring Jackson Hole policy communication and upcoming Marvell Technology and Workday earnings.

1、Crypto Highlights

1）Bitcoin Stabilizes Near $79,000; Ethereum Holds Around $2,500

Bitcoin previously reached approximately $81,268 before pulling back and consolidating near $79,000, while Ethereum remained relatively firm around $2,500. The move was mainly influenced by profit-taking after sustained spot ETF inflows, a rebalancing of risk appetite and liquidity shifts around the technology-earnings window. Spot ETF flows remained positive for several consecutive sessions, while overall market activity stayed elevated.

Watchlist: BTC, ETH

Spot: BTC / ETH

Futures: BTC / ETH

2）AI Meme Sector Leads Gains; FARTCOIN, ANSEM and ACT Stand Out

Capital rotated back into the AI meme sector, with FARTCOIN, ANSEM and ACT among the stronger performers. The move was supported by the overlap between AI narratives and meme trading sentiment, faster community dissemination and short-term capital rotation. Volatility remains significantly higher than in major assets, so investors will continue to monitor trading volume, community engagement and the sustainability of capital inflows.

Watchlist: FARTCOIN, ANSEMSOL, ACT

Spot: FARTCOIN / ANSEMSOL / ACT

Futures: FARTCOIN / ACT

3）Privacy Sector Rallies Broadly; COTI, ZEC, BILL and DASH Lead

Privacy coins advanced broadly, with COTI, ZEC, BILL and DASH among the strongest performers. The move was supported by a stronger privacy narrative, expectations for network upgrades and shielded-pool adoption, and a reallocation of capital from high-volatility themes toward crypto assets with differentiated use cases. The market will continue to monitor on-chain activity, protocol upgrades and capital flows.

Watchlist: ZEC, COTI, DASH, BILL

Spot: ZEC / COTI / DASH / BILL

Futures: ZEC / COTI / DASH / BILL

2、Market Highlights

1）NVIDIA (NVDA) Reports $92.2 Billion in Revenue and Raises Guidance

NVIDIA reported fiscal 2027 second-quarter revenue of $92.2 billion, with data-center revenue reaching $89.0 billion. Adjusted earnings per share and other key metrics were well above market expectations. The company also raised its third-quarter revenue guidance to $105.84 billion-$110.16 billion and stated that its next-generation Vera Rubin NVL72 system is expected to deliver approximately 30 times the compute throughput of GB300. Although the stock faced fund rotation and profit-taking before the earnings release, the strong results and guidance renewed confidence in AI capital spending, server supply chains and advanced-chip demand, supporting the broader semiconductor and infrastructure complex.

Watchlist: NVDA

Spot: NVDAB

Futures: NVDA

2）Salesforce (CRM) Beats Expectations and Raises Full-Year Guidance

Salesforce reported quarterly revenue of approximately $11.35 billion and adjusted earnings per share of $5.90, well above the consensus estimate of approximately $3.27. The company also raised its full-year revenue guidance to $46.1 billion-$46.4 billion. Following the release, investors focused on AI product commercialization, the realization of investment income and the sustainability of enterprise-software demand. Continued incremental revenue from AI products could improve market expectations for Salesforce’s subscription growth, pricing power and monetization potential.

Watchlist: CRM

Spot: CRMON

Futures: CRM

3）Semiconductor Sector Rebounds; SOXL, ARM and MRVL Lead

The semiconductor sector rebounded as NVIDIA’s results confirmed the durability of AI capital expenditure, while expectations for memory and custom-chip demand also improved. SOXL, ARM and MRVL were among the stronger names in the group. Market attention shifted back toward AI servers, custom chips, interconnect products and data-center infrastructure demand. Further performance will depend on order realization, supply-chain capacity and company guidance.

Watchlist: SOXL, ARM, MRVL

Spot: SOXL / ARMON / MRVL

Futures: SOXL / ARM / MRVL

4）Crude Oil and Natural Gas Rebound as Energy Volatility Rises

Crude oil and natural gas advanced together, with crude-related products rising approximately 1.4% and natural gas approximately 2.7%. The previous pullback in oil had eased some inflation-trade pressure, while inventory changes, power-generation demand and macro rate pricing continued to influence energy commodities. Near-term performance will remain sensitive to inventory data, global demand expectations and interest-rate developments, keeping volatility elevated across the energy complex.

Watchlist: USO, UNG, XLE

Spot: USOON / UNGON / CRUDEOIL

Futures: BZ / CL

3、Today’s Preview

1）Jackson Hole Policy Communication: Focus on the Rate Path and Risk-Asset Pricing

The Jackson Hole global central-bank symposium has formally opened, with investors focusing on officials’ views on inflation risks, economic growth and the subsequent rate path. Recent volatility in global bond markets has increased the sensitivity of high-valuation technology and growth stocks to changes in Treasury yields. Market attention will therefore center on whether policy communication strengthens expectations for rate cuts and how that affects the dollar, bond yields and equity-market risk appetite.

Watchlist: SPY, QQQ, IWM

Spot: SPYON / QQQ / IWM

Futures: SPY / QQQ / IWM

2）Marvell Technology (MRVL) Reports After the Close; AI Interconnect Demand in Focus

Consensus expects adjusted earnings per share of approximately $0.93 and revenue of approximately $2.71 billion. Investors will focus on data-center custom-chip demand, optical-interconnect orders, gross margins and next-quarter guidance, while assessing whether the expansion of the NVIDIA ecosystem is translating into incremental orders for Marvell. A constructive outlook for AI-related demand could continue to support the custom-chip and data-center interconnect complex.

Watchlist: MRVL, MVLL

Spot: MRVL

Futures: MRVL / MVLL

3）Workday (WDAY) Reports After the Close; Subscription Growth and AI Adoption in Focus

Consensus expects adjusted earnings per share of approximately $2.61-$2.66 and revenue of approximately $2.63 billion-$2.69 billion. Key areas of focus include subscription growth, AI-feature commercialization, customer renewals and full-year guidance. Investors are also likely to compare Workday’s performance with Salesforce’s recent results to assess whether enterprise-software demand and AI-product pricing power are improving.

Watchlist: WDAY

Spot: Pending verification

Futures: WDAY

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