Latest / The SPY Trader / Tech Fireworks and the Nvidia Effect

Transcript

Tech Fireworks and the Nvidia Effect · The SPY Trader

• 0:00
  Good afternoon , stock market family !
• 0:03
  You are listening to Spy Trader .
• 0:05
  I am your host , Barnaby Bullseye , and I am so glad you could join me for our lateday market wrapup .
• 0:11
  It is currently 4:30 pm on Thursday , August 27th , 2026 , out here on the Pacific coast .
• 0:19
  We have just seen the closing bells ring , and what a day it has been !
• 0:24
  If you like fireworks , I hope you were watching the tech sector today because we are seeing a massive rally driven by some truly incredible earnings .
• 0:32
  Let us jump right into the numbers .
• 0:34
  The S&P 500 , which we track through the SPY ETF , rose point seven two percent today to finish at seven thousand seven hundred thirty and some change .
• 0:43
  We are knocking on the door of alltime highs again !
• 0:46
  The Nasdaq , or the QQQ , was the real star of the show , jumping one point five seven percent .
• 0:54
  On the other hand , the Dow Jones Industrial Average , the DIA , was a bit of a slowpoke , rising only point two zero percent as folks moved away from defensive stocks and into growth .
• 1:06
  The big story today is what we are calling The Nvidia Effect .
• 1:10
  Nvidia , or NVDA , absolutely crushed their secondquarter report with revenue up a whopping one hundred and six percent .
• 1:18
  They brought in over ninetysix billion dollars and told us they expect seventy percent growth heading into next year .
• 1:25
  This sent the stock up over eight percent and really calmed everyone down about whether AI is just a fad .
• 1:31
  It is not just Nvidia , though .
• 1:34
  Salesforce , ticker CRM , went on a tear today , soaring over twentytwo percent after they announced a huge partnership with Anthropic called Claudeforce .
• 1:43
  Even CrowdStrike , CRWD , jumped twenty percent .
• 1:48
  It looks like the money companies are spending on AI is finally turning into real software revenue .
• 1:55
  Now , it is not all sunshine and rainbows .
• 1:57
  We still have some clouds on the horizon with inflation .
• 2:01
  The latest PCE report shows prices are still rising between three point three and three point seven percent , which is higher than the two percent target the Fed wants to see .
• 2:12
  Everyone is holding their breath for tomorrow because the new Fed Chair , Kevin Warsh , is giving a big speech at Jackson Hole .
• 2:20
  The bond market is nervous , with the tenyear Treasury yield sitting near a twentyyear high at four point six six percent .
• 2:27
  You can see that stress if you look at bond ETFs like TLT .
• 2:31
  We also have some geopolitical tension with Iran affecting oil prices , which is making gold a very popular place to hide .
• 2:39
  The GLD ETF is up nearly eight percent this week alone !
• 2:43
  So , what should we do with our hardearned lunch money ?
• 2:47
  First , I think we stay the course with the Third Inning of AI .
• 2:51
  The demand for chips and software is clearly there .
• 2:55
  Maintaining exposure to the QQQ is a great way to capture this , or you can look at individual leaders like Nvidia or Salesforce .
• 3:03
  Second , do not forget about international value .
• 3:06
  While U.S.
• 3:07
  tech is flying high , Japan is looking very attractive .
• 3:11
  The VEA ETF gives you great exposure to the Japanese Topix index , which is doing well even when tech dips .
• 3:19
  A specific stock to watch there is Mitsubishi UFJ , or MUFG , which benefits from those rising interest rates .
• 3:27
  Third , let us talk about safety .
• 3:29
  With inflation being stubborn and tensions high in the Middle East , having a hedge is smart .
• 3:35
  SPDR Gold Shares , or GLD , is a solid choice .
• 3:39
  Central banks are buying gold at record levels , which gives us a nice safety net if Chair Warsh sounds extra grumpy tomorrow .
• 3:48
  Finally , for my friends looking for steady income , be careful with traditional Real Estate like the VNQ ETF .
• 3:55
  High rates are still hurting office buildings .
• 3:58
  Instead , I like the Schwab U.S.
• 4:01
  Dividend Equity ETF , or SCHD .
• 4:05
  It focuses on companies with great cash flow and usually handles these highrate environments much better than real estate does .
• 4:13
  If you really must have real estate , look at niche players like VICI Properties , which owns casinos and has a much stronger balance sheet than your typical office landlord .
• 4:25
  That is all the time we have for this edition of Spy Trader !
• 4:29
  I am Barnaby Bullseye , reminding you to keep your eyes on the charts and your feet on the ground .
• 4:35
  I will see you in a few hours with more updates !