🟩 NVDA Earnings Preview (Q2 FY2026 – reporting tomorrow)

Date: Aug 27, 2025 (after market close)

1. Consensus Estimates (Wall Street expectations)

• EPS: Around $2.80–$2.95 per share (GAAP diluted EPS may vary depending on investments/mark-to-market).
• Revenue: Roughly $28.5B – $29B
• (up dramatically vs. ~$13.5B same quarter last year, driven by AI…

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📦 Tariffs Hit Global Mail: What It Means for Stocks

Headline Recap:

Postal services around the world have begun suspending shipments to the U.S. as expanded tariffs take effect on packages under $800—a category that was previously exempt. Starting August 29th, these parcels will face full tariff rates.

🔑 Why It Matters

1. Small Package Trade Flow…

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🔄 Sector Rotation Watch: What’s Lagging Now

With markets gearing up for the Fed’s potential rate cut cycle ahead, it’s worth asking: where could the money flow if we get a rotation?

Right now, the leaders are obvious — mega-cap tech and AI names have carried the tape. But bull markets rarely stay this one-dimensional. If rates move lower,…

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