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Nvidia and Walmart earnings may decide Wall Street direction as AI cheers and inflation tests consumers

Nvidia and Walmart earnings may decide Wall Street direction as AI cheers and inflation tests consumers

Wall Street is coming off another leg higher, but investors say next week’s earnings could test whether the rally is broad or fragile. Nvidia reports Wednesday, with its AI-driven surge watched as a read on data-center demand and whether rivals are eroding its lead. On Thursday, Walmart and other retailers including Home Depot, Target and TJX will reveal how inflation-pressured consumers are coping, after rising energy costs and hot price data. Analysts call retail resilience the key.

Summarised by Beize from a story on The Economic Times on 16 May 2026
US stocks plunge after Trump ends China visit as yields surge inflation fears return and Iran risk spikes

US stocks plunge after Trump ends China visit as yields surge inflation fears return and Iran risk spikes

US markets took a sharp turn lower on Friday, May 15, 2026, with the Dow, S&P 500 and Nasdaq all falling after President Donald Trump concluded his China visit without easing key investor worries. The S&P 500 slid to 7,436 and the Nasdaq fell 1.25%. Nvidia dropped nearly 4% and Amazon also slipped as Treasury yields jumped on hotter-than-expected inflation data. Oil topped $108, the dollar strengthened, while gold and silver plunged amid renewed volatility and Iran uncertainty.

Summarised by Beize from a story on The Economic Times on 15 May 2026

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US stocks plunge at open as Treasury yields spike and inflation fears hit Wall Street AI rally

US stocks plunge at open as Treasury yields spike and inflation fears hit Wall Street AI rally

Wall Street opened sharply lower on Friday as inflation fears—linked to the Middle East conflict—pushed Treasury yields higher. That jump in yields threatens to derail a recent AI-fueled rally by tightening financial conditions for stocks. The S&P 500 and Nasdaq both dropped about 1% at the open, signaling risk-off sentiment returning quickly. Traders are now focused on whether higher yields persist and how markets interpret incoming inflation signals after the shock from geopolitical tensions.

Summarised by Beize from a story on The Economic Times on 15 May 2026
Nasdaq and S&P 500 futures plunge as Treasury yields jump over inflation fears from Middle East conflict

Nasdaq and S&P 500 futures plunge as Treasury yields jump over inflation fears from Middle East conflict

U.S. stock futures tracking the Nasdaq and S&P 500 dropped more than 1% as Treasury yields jumped amid rising inflation worries tied to the Middle East conflict. The 10-year Treasury yield hit 4.54%, the highest since early June 2025, while bond markets priced in faster rate hikes and weaker growth. Even after Wall Street’s AI-fueled record closes, Brent crude climbed almost 3% to about $109 as the Strait of Hormuz remained closed, pressuring oil-heavy sectors like airlines.

Summarised by Beize from a story on The Economic Times on 15 May 2026
Cisco soars again as StubHub and Viking rally over 10 percent on surprise earnings

Cisco soars again as StubHub and Viking rally over 10 percent on surprise earnings

U.S. markets climbed to fresh highs as Cisco delivered earnings and guidance that beat expectations, sending its shares up 14.6%—potentially its best day in 15 years. The broader rally also lifted two non-AI names: StubHub jumped 19.3% and Viking Holdings rose 10%, both posting stronger profit than analysts forecast. Results fueled optimism that consumers still spend, even as sentiment remains shaky. Treasury yields barely moved, while global trading tilted higher in Europe and Asia amid oil jitters tied to Hormuz shipping.

Summarised by Beize from a story on The Economic Times on 14 May 2026
Dow Reclaims 50000 as U S China Summit and Nvidia Chip News Ignite Wall Street Rally

Dow Reclaims 50000 as U S China Summit and Nvidia Chip News Ignite Wall Street Rally

U.S. stocks surged Thursday as the Dow Jones reclaimed the 50,000 level, with the S&P 500 and Nasdaq hitting fresh records. The rally was driven by a mix of renewed optimism from a high-stakes Trump Xi summit in Beijing and a sharp earnings and chip-related boost in major tech names. Cisco’s results and guidance, plus Nvidia’s 4.2% rally after U.S. export approvals for H200 chip buyers, helped propel the market higher. Investors also monitored inflation and oil-linked risks.

Summarised by Beize from a story on The Economic Times on 14 May 2026

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US stocks open higher as Nvidia jumps and US China talks drive markets today

US stocks open higher as Nvidia jumps and US China talks drive markets today

Wall Street began higher on Thursday as Nvidia shares jumped, lifting overall sentiment. Investors also weighed fresh economic data and closely tracked developments tied to a high-stakes U.S.-China summit. With chip momentum in focus and geopolitics adding uncertainty, traders balanced near-term gains against potential volatility ahead.

Summarised by Beize from a story on The Economic Times on 14 May 2026
Hot inflation sinks rate cut hopes as US stocks hit record closing highs on chip rally

Hot inflation sinks rate cut hopes as US stocks hit record closing highs on chip rally

US stocks climbed to record closing highs as AI-linked tech and chip shares drove gains in both the S&P 500 and Nasdaq. The rally faced pressure from hotter-than-expected inflation data, with a jump in producer prices reviving expectations of prolonged Federal Reserve tightening. Investors also weighed Trump-Xi talks and rising geopolitical risks, alongside a Morgan Stanley S&P target upgrade.

Summarised by Beize from a story on The Economic Times on 13 May 2026
S&P 500 and Nasdaq slump as Dow rises on oil shock and hotter inflation

S&P 500 and Nasdaq slump as Dow rises on oil shock and hotter inflation

US stocks closed mixed on May 12 as cooling tech momentum pulled the S&P 500 and Nasdaq lower, while the Dow edged higher. West Texas Intermediate crude jumped amid renewed US-Iran tensions, adding pressure to energy costs. Fresh data showed April CPI rising to its highest level since May 2023, keeping consumer inflation concerns front and center.

Summarised by Beize from a story on The Economic Times on 13 May 2026
Wall Street: Will the Dow S&P and Nasdaq rebound or crash amid dollar strength and Iran ceasefire uncertainty

Wall Street: Will the Dow S&P and Nasdaq rebound or crash amid dollar strength and Iran ceasefire uncertainty

U.S. markets watch a delicate balance as the dollar rises for a second straight session following key economic data, while traders weigh how durable the U.S.-Iran ceasefire really is. Investors are torn between signals of economic resilience and looming geopolitical risk, leaving the next move for the Dow, S&P 500 and Nasdaq highly uncertain.

Summarised by Beize from a story on The Economic Times on 13 May 2026

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US stocks slip as hotter CPI and Iran tensions revive rate fears

US stocks slip as hotter CPI and Iran tensions revive rate fears

Wall Street edged lower as hotter than expected U.S. inflation and ongoing Middle East tensions weighed on investor sentiment. With CPI at a three-year high, traders are increasingly pricing in the Federal Reserve keeping rates steady for longer. While strong earnings offered some support, the inflation shock and geopolitical risk kept markets cautious.

Summarised by Beize from a story on The Economic Times on 12 May 2026
US stocks end lower as hotter inflation and Iran tensions rattle markets

US stocks end lower as hotter inflation and Iran tensions rattle markets

US stocks finished lower as hotter-than-expected inflation and escalating US-Iran tensions hit investor sentiment. The S&P 500 and Nasdaq slipped from record levels, led by weakness in tech, while the Dow was comparatively steady. Rising oil prices and expectations that inflation may stay higher further dented hopes for Federal Reserve rate cuts and boosted bets on additional rate hikes.

Summarised by Beize from a story on The Economic Times on 12 May 2026
US stocks slip as hotter inflation chills hopes and Middle East risk returns to markets

US stocks slip as hotter inflation chills hopes and Middle East risk returns to markets

US stocks opened lower on Tuesday as the S&P 500 and Nasdaq weighed a hotter-than-expected April inflation print and growing uncertainty over the Middle East conflict. Investors appeared to dial back expectations for a fast resolution even as they recalibrated interest-rate bets, pushing sentiment cautiously down at the start of the session.

Summarised by Beize from a story on The Economic Times on 12 May 2026
BofA and Goldman delay Fed rate cut bets as energy and jobs keep inflation hot

BofA and Goldman delay Fed rate cut bets as energy and jobs keep inflation hot

Major Wall Street brokerages are pushing back their timelines for U.S. Federal Reserve rate cuts, citing lingering inflation pressures from high energy prices and a resilient labor market. BofA now sees no cuts in 2026 and expects easing only in mid-2027. Goldman similarly moved its first cut forecast from September to December 2026, reflecting persistent risk to disinflation.

Summarised by Beize from a story on The Economic Times on 12 May 2026

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US Stocks Edge Up as AI Lifts Semiconductors and Earnings Beat by 80 Percent

US Stocks Edge Up as AI Lifts Semiconductors and Earnings Beat by 80 Percent

US stocks closed slightly higher as AI momentum boosted semiconductor shares and strong earnings kept risk appetite intact, with over 80% of S&P 500 firms beating estimates. The upside faced a familiar headwind: rising crude prices and stalled US-Iran talks, which may revive inflation concerns. Traders now look to upcoming US inflation data and key macro indicators.

Summarised by Beize from a story on The Economic Times on 11 May 2026
Wall Street wobbles as oil surges past 100 and inflation fears return for Dow S&P Nasdaq

Wall Street wobbles as oil surges past 100 and inflation fears return for Dow S&P Nasdaq

US markets are treading carefully as Iran tensions push oil beyond $100 and traders refocus on inflation risk. The Dow, S&P 500 and Nasdaq edged higher, but the VIX rose, signaling growing anxiety ahead of April CPI and PPI. Higher energy prices could quickly feed broader costs, while tech-led optimism faces fresh macro pressure.

Summarised by Beize from a story on The Economic Times on 11 May 2026
US stocks slip at open as Iran talks stall and oil prices jump again

US stocks slip at open as Iran talks stall and oil prices jump again

Wall Street’s main indexes opened lower on Monday after last week’s record rally, as renewed concerns about stalled US-Iran talks lifted oil prices. Higher energy costs and heightened geopolitical risk dampened investor risk appetite, setting a cautious tone for trading. The market’s early moves reflect how quickly crude and politics are reshaping sentiment.

Summarised by Beize from a story on The Economic Times on 11 May 2026
US stocks head into inflation and Iran week as energy shocks and earnings lift sentiment

US stocks head into inflation and Iran week as energy shocks and earnings lift sentiment

US markets are entering a critical stretch as investors weigh fresh inflation and consumer spending signals that could reshape interest rate expectations. While strong corporate earnings have supported stocks, tensions tied to Iran and headlines around President Trump meeting Xi add geopolitical risk. Rising energy prices are also in focus, threatening cost pressures and market volatility.

Summarised by Beize from a story on The Economic Times on 11 May 2026

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Applied Aerospace and Defense files for US IPO after nearly 25% revenue surge

Applied Aerospace and Defense files for US IPO after nearly 25% revenue surge

Applied Aerospace and Defense, a private equity backed government contractor, has filed for a U.S. IPO after reporting a 24.8% revenue jump to $498.8 million in 2025. The company posted a $17 million net loss, but investors are watching its strong growth and its position supplying critical defense hardware.

Summarised by Beize from a story on The Economic Times on 8 May 2026
Anthropic lands 1.8 billion AI cloud deal with Akamai as US stocks react

Anthropic lands 1.8 billion AI cloud deal with Akamai as US stocks react

Artificial intelligence startup Anthropic has signed a $1.8 billion computing deal with Akamai Technologies, aimed at meeting demand for its AI software. The announcement helped lift Akamai’s shares, reflecting investor optimism around long-term cloud expansion with a major AI partner. The deal also positions Akamai to supply key components needed for ongoing AI development.

Summarised by Beize from a story on The Economic Times on 8 May 2026
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