Nvidia Earnings and Retail Reports Dominate Market Focus
Nvidia's quarterly earnings report on Wednesday stands as the week's pivotal event, with investors scrutinizing demand signals for AI technology and potential market volatility. The chipmaker, now the world's most valuable company by market capitalization, serves as a bellwether for tech sector sentiment.
Retail earnings season accelerates with Walmart's Thursday results, coinciding with its CEO transition. Home Depot, Lowe's, and Target join a wave of consumer discretionary reports that will gauge holiday spending trajectories. Existing home sales data on Wednesday may reveal whether the housing market's two-year slump shows signs of thawing.
Economic data pipelines resume after the 43-day government shutdown, restoring visibility into macroeconomic trends. The reopening coincides with heightened scrutiny on AI infrastructure investments and consumer resilience amid tightening credit conditions.
