Bond investors are betting the Fed will shift focus from inflation Yields fall amid bets the Fed will soon need to focus on fretting about slowing economic growth. Bloomberg • 4 hours ago Dow, S&P 500, Nasdaq futures climb with focus on Nvidia, tariffs Bitcoin traders are hedging against a drop to $70,000 Nvidia slips after earnings, outlook top Wall Street forecasts What it's like to use Apple's upcoming budget-friendly iPhone Trump threatens tariffs on Canada, Mexico, and EU in coming weeks Trump team weighs pulling funds for Moderna bird flu vaccine Alphabet's Google cuts employees in cloud division Investors bet on sharpest US-Europe inflation divergence since 2022 Gold falls as higher dollar, climbing yields take toll Latest Trump tariff policy an attack on EU industry and jobs, Italy's business lobby says Japanese manufacturing sector union members demand record pay hike in 2025 Japan Post Plans Sale of $4.2 Billion Stake in Banking Unit Mobvista’s Sale of Mintegral to Bain Is Said to Wane on Valuation Gap China encourages banks to extend more financial support to sectors including steel PLDT Eyes KKR Stake to Take Control of Philippines Fintech Unit Hedge funds bet on turnaround in unloved China property sector European Stocks Drop on Trump’s 25% Tariff Plan: Markets Wrap Popular Stock market today: Nasdaq, S&P 500 eke out gains as Dow, bitcoin drop with all eyes on Nvidia earnings Super Micro Stock Surges After Company Files Delayed Financials. ‘The Matter Is Now Closed,’ Company Says. From fashion to cars, Russian markets pose new test for Western brands weighing return Big new threat slams Tesla's stock price Analyst Report: Salesforce, Inc. Bitcoin ETFs are hit by a record $1 billion outflow in one day On The Hunt For Magnificent Earnings Growth? Check These 7 Stocks. How Nvidia's Blackwell chip ramp-up can help AI evolve Nvidia's (NVDA) latest developments include a significant ramp-up in Blackwell chip production. To dive deeper into Nvidia's strategies and the broader market outlook, Epistrophy Capital Research chief market strategist and host of the Drill Down podcast Cory Johnson joins hosts Julie Hyman and Josh Lipton to offer insights. Johnson explains how Nvidia is aggressively expanding its footprint into emerging sectors, noting the company's strong push into automotive, robotics, and artificial intelligence (AI)–driven technologies. "Nvidia, and [CEO] Jensen Huang in particular, they're taking great pains to talk about other markets that are out there, whether it's automotive [or] gaming," Johnson says. "They talk about robots, they've made some investments there; they've had robots out at their Nvidia GTC trying to show off all these other places that AI will be used and the places that they can sell chips into." Additionally, he highlights that while Nvidia's chip sales to China have grown despite export controls, risks around these controls could affect future growth. "Again, a year ago, in the fourth quarter, sales into China were under $2 billion. In this quarter, they were over $6 billion," Johnson adds. Watch Yahoo Finance's full Nvidia earnings special here or catch the replay on streaming platforms at 8 p.m. This post was written by Josh Lynch 03:31 Nvidia Q4 results: Key moments from chipmaker's earnings call 12:07 Salesforce CEO Benioff speaks out on guidance miss 05:39 What Eli Lilly's $27B investment in US manufacturing means for GLP-1s 03:07 Short seller reports on Applovin are 'poorly reasoned' Investment Ideas Build Your Wealth View More More News