Nvidia’s $5 trillion market cap sets the tone for global markets as traders head into a packed session with the Federal Reserve, OPEC and fresh U.S.-China trade signals all on the radar. Nvidia (NASDAQ:NVDA) broke through to $5 trillion after hitting $4 trillion three months ago, pushing AI investment narratives and pressuring peers. Short term, equity flows and volatility will ...

Fed rate cut, China tariff truce and megacap earnings are setting the tone for the session. The Federal Reserve cut rates by 25 basis points and stopped quantitative tightening, yet Chair Jerome Powell warned another cut this year is not a foregone conclusion. That left short-term bets on policy more cautious while long-term questions about the dollar and global capital ...

Financials Rotation Accelerates as banks and fintech reprice after a string of restructurings, product launches and earnings beats. Short-term flows are chasing technical breakouts and news-driven momentum, while longer-term positioning reflects a shift toward earnings quality and higher growth rates. US large-cap banks are leading the re-rating; European and Asian lenders are tracking with sensitivity to rate guidance. Emerging market ...

Wall Street faces two days of critical monetary policy and corporate results that will test this week’s optimism. The Federal Reserve meets with a high-profile press conference and looks set to lower its policy rate while the Bank of Canada is also expected to cut. Short-term market moves will be driven by the Fed decision and megacap earnings. Longer term, ...