NVDA
StocksRipped after a cloud giant lifted its AI-datacenter capex guide — the whole ‘who buys the chips’ question got a bullish answer.
- Fri+3.9%
Hyperscaler raised 2026 capex; read-through: more GPU orders.
- Wed−2.4%
Profit-taking before the cloud earnings; nervous into the print.
- 2 wks ago+6.1%
New chip line unveiled; Street bumped price targets.
A +3.9% day is fairly ordinary for NVDA.
It's moved ≥±3.5% on roughly 1 in 4 sessions this year — this is a high-beta name, not a calm one.
When US inflation surprises lower, what actually happens?
Across the soft-CPI surprises since 2023, the S&P rose the same session about 7 times in 10, the 10-year yield fell almost every time, and the dollar weakened. The reaction is real — and it's usually spent within a day or two as the cut-odds reprice.
Illustrative prototype data. Boredfolio explains moves and lets you practise with fake money; it does not recommend trades, and it will never tell you to buy or sell. Nothing here is investment advice.