Nvidia lifts tech; Fed rate-hike bets keep markets cautious

examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories.

U.S. stocks ended the week with mixed results as investors balanced renewed optimism over artificial intelligence against rising expectations for Federal Reserve rate hikes.

The S&P 500 and Nasdaq Composite were supported by a strong rebound in technology shares following Nvidia Corp. (NASDAQ: NVDA ) ’s latest results, while investors remained cautious ahead of Fed Chair Kevin Warsh ’s closely watched speech at Jackson Hole.

The week’s trading was marked by shifting expectations for monetary policy after inflation data remained firm enough to keep the possibility of a September rate increase in focus.

Nvidia was the standout of the week, with its latest results and revenue outlook reinforcing confidence that AI demand remains strong.

The chipmaker reported record quarterly revenue of $96.2 billion, up 106% from a year earlier, and forecast $108 billion in revenue for the following quarter, helping revive the broader technology rally.

Nvidia’s gains also supported other AI-linked stocks and eased some concerns that massive spending on data centers and AI infrastructure could be losing momentum.

At the same time, the Federal Reserve remained the key macroeconomic risk.

Warsh’s Jackson Hole speech has fueled expectations that the central bank could raise rates in September if inflation does not show further improvement, with markets sharply increasing the probability of a hike following his comments. provides daily reports on the stocks most popular with investors.

Here are a few of this past week’s most bullish and bearish posts that are worth another look.

The Bulls " Nvidia Q2 Highlights: Double Beat, Huang Says ‘AI Infrastructure Buildout Is At Full Steam’," by Chris Katje, reports that Nvidia Corp. (NASDAQ: NVDA ) delivered another strong quarterly performance, with second-quarter revenue rising 106% year over year to $96.22 billion, beating Wall Street’s $92.18 billion estimate, while adjusted earnings of $2.22 per share topped the $2.10 consensus.

Data Center revenue surged 117% to $89 billion, underscoring continued demand for AI infrastructure, while gross margin improved to 75%.

CEO Jensen Huang said AI has reached an "inflection point" and that the global AI infrastructure buildout is "at full steam," as Nvidia’s Vera Rubin platform entered full production with major cloud partners including CoreWeave, Nebius, Microsoft Azure, Google Cloud and Oracle Cloud. " CrowdStrike Reports Beat-And-Raise Q2: ‘Best Quarter’ In Company History," by Adam Eckert, reports that CrowdStrike Holdings Inc. (NASDAQ: CRWD ) delivered a strong second quarter, with revenue rising 26% year over year to $1.47 billion, beating Wall Street’s $1.44 billion estimate, while adjusted earnings of 31 cents per share topped the 29-cent consensus.

Subscription revenue increased 27% to $1.4 billion, while annual recurring revenue climbed 25% to $5.84 billion, including $332.8 million in net new ARR.

CEO George Kurtz called it the company’s "best quarter" in history, saying growing AI adoption is creating a larger cybersecurity opportunity as enterprises deploy AI systems. " Salesforce Stock Soars On Q2 Double Beat, ‘Claudeforce’ Anthropic Partnership," by Adam Eckert, reports that Salesforce Inc. (NYSE: CRM ) shares surged after the company delivered a second-quarter earnings and revenue beat and expanded its partnership with Anthropic.

Salesforce reported $11.35 billion in revenue, up 11% year over year and slightly above the $11.32 billion consensus, while adjusted earnings of $5.90 per share far exceeded the $3.27 estimate.

The company ended the quarter with $66.5 billion in remaining performance obligations, up 11%, and said annual recurring revenue from its AI products is approaching $4 billion.

Salesforce also raised its fiscal 2027 revenue outlook to $46.1 billion-$46.4 billion and adjusted earnings guidance to $16.67-$16.71 per share, while introducing "Claudeforce," a new collaboration with Anthropic that integrates Claude AI into Salesforce’s platform to automate sales, service and marketing functions.

For additional bullish calls of the past week, check out the following: Marvell Posts Q2 Double Beat Driven by Data Center Strength Nuclear Stocks Are Up 16% In August, 3 Names Rallied By Over 30% When Revolution Medicines’ FDA Win Lifts Other Boats: SELLAS Life Sciences Stock Surge s The Bears " Intuit Reports Q4 Earnings, Shares Slide," by Adam Eckert, reports that Intuit Inc. (NASDAQ: INTU ) delivered a fourth-quarter earnings and revenue beat, with revenue rising 14% year over year to $4.35 billion, above Wall Street’s $4.27 billion estimate, while adjusted earnings of $4.03 per share topped the $3.58 consensus.

Revenue from Global Business Solutions, Consumer and the Online Ecosystem each increased, with Online Ecosystem revenue rising 17% to $2.6 billion.

Despite the strong quarter, shares fell 7.6% after hours as investors focused on weaker-than-expected fiscal 2027 guidance.

Intuit expects full-year revenue of $23.28 billion to $23.51 billion, below the $23.74 billion analyst estimate, while adjusted earnings guidance of $22.88 to $23.12 per share was also below consensus. " IREN Stock Wavers On Q4 Revenue Miss: Details," reports that IREN Ltd. (NASDAQ: IREN ) shares fluctuated after the AI infrastructure and Bitcoin mining company reported fourth-quarter revenue of $137.2 million, missing Wall Street’s $142.32 million estimate by 3.6% and falling from $187.3 million a year earlier.

The results reflected IREN’s ongoing transition from Bitcoin mining toward AI cloud infrastructure, with AI Cloud Services revenue surging 110% sequentially to $70.5 million, helping offset a sharp decline in Bitcoin mining revenue.

The company said its $4 billion annual recurring revenue target for 2026 capacity is fully contracted, with $1 billion of ARR already operating, and that most of its 2026 c