Can Nvidia Keep Growing? Markets Don’t Care: John Authers

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Today’s Points:

• Nvidia sold even more chips last quarter! And the market loves it;
• Long JGB yields rose again after another poor auction;
• The Court of International Trade overruled US tariffs — analysis to follow;
• The FOMC thinks tariffs are more of a problem for prices than for growth;
• AND: Happy birthday Kylie!

Nvisioning Further Growth

Nvidia Corp.’s results matter, and they were fine. In fact, they were extraordinary, just as they have been throughout the 30 months since the launch of ChatGPT alerted the world ...