nvdia

1️⃣ Powell Turns Dovish – Wall Street Explodes

📍 At Jackson Hole, Powell hinted at a September rate cut → Markets erupted.

📈 Dow Jones at record highs, Nasdaq +1.9%. Traders now price in an 84% cut probability, fueling a global risk rally.
2️⃣ Asia Joins the Party – India Leads

🌏 Nikkei, ASX & Kospi all opened green.

🇮🇳 India’s Nifty +100 pts at open, powered by tech & banking. Sentiment flips bullish.
3️⃣ $18B Beverage Mega-Deal

🥤 Keurig Dr Pepper acquires JDE Peet’s in a $18B takeover.

☕ A coffee + beverage giant is born — supply chains, margins, and market dominance in focus.
4️⃣ Spotlight on Nvidia Earnings

💻 The AI chip titan reports this week.

Will Nvidia extend the AI-fueled tech rally, or signal a momentum fade? 🌐
5️⃣ Emerging Markets Heat Up

📜 India drafts new group bankruptcy rules.

💳 Philippines sees a lending boom, marking fintech’s strong rebound.
🌍 The Big Picture:

Markets are shifting from “inflation-fighting” → “easing-expectations” mode.

👉 Rate-cut hopes + M&A frenzy + AI earnings = an adrenaline-charged week for investors.
📢 Question to YOU:

Will this Fed rate cut ignite the next global bull run 🐂 … or just a last hurrah 🐻?
#Markets # #JacksonHole
#NVIDIABlackwell #NVDIA
$ETH
$BNB
$SOL

Microsoft plans to invest US$3 billion to expand its cloud computing and artificial intelligence (AI) capabilities.

Microsoft CEO Satya Nadella said his company will invest in India for two years. He said the investment is Microsoft's biggest expansion in India.

This is being done in India because the entrepreneurial energy of the Subcontinent Country gives Microsoft the confidence to bring *core computing* capabilities to the *Next Generation AI* ecosystem.

Nvidia CEO Jensen Huang recently addressed growing concerns about the Chinese military using American AI chips. In an interview with CNN, he stated he’s not worried about Nvidia’s products ending up in Beijing’s hands, despite tightening export restrictions from the U.S.

💬 “We’re Too Unreliable for China’s Military”
According to Huang, it would be impractical for China’s military to rely on U.S. technology, since it can be restricted at any moment. “That makes us an unstable partner. And they know it,” Huang said ahead of his second trip to China this year.
Despite escalating geopolitical tensions, Nvidia is trying to balance its position as a global AI leader with increasing political pressure from Washington, which aims to isolate China from cutting-edge technologies.

⚖️ Huang Warns: U.S. Risks Technological Isolation
Huang has long criticized U.S. export rules, calling them a threat to America's leadership in AI. He stressed that half of all AI developers are located in China, and the U.S. cannot maintain global dominance if it cuts them off.
“We want the U.S. tech stack to become the global standard. But that requires engaging developers everywhere, not just in allied countries,” he said.
These restrictions are already having a strong impact — in May, Nvidia lost nearly 50% of its market share in China due to new export bans implemented in April. Still, the company plans a comeback, developing a new chip that complies with export rules while allowing business continuity in China.

🧠 Trump, DeepSeek, and a Delicate Balance
The interview came shortly after Huang met with President Trump, who warned him against working with Chinese companies linked to the military. Several of these firms are already on the U.S. export blacklist.
One example is the AI startup DeepSeek, which reportedly trained its R1 language model using Nvidia chips and has suspected links to Chinese military and intelligence entities. Huang responded by urging caution, stating: “Just because R1 was developed in China doesn’t mean it’s inherently dangerous.” He praised its open-source nature and called it a revolutionary tool for democratizing AI access.

🌍 “We’re Rivals, But We Depend on Each Other”
Huang concluded the interview by emphasizing the economic interdependence between the U.S. and China:

“The U.S. and China are competitors, but also deeply connected. As long as we compete with mutual respect, that’s okay.”
He remains committed to keeping Nvidia active in both markets, navigating a tricky path between political boundaries and technological innovation.

#NVDIA , #AI , #china , #Technology , #Geopolitics

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