Institute for Supply Management & Nvidia

Institute for Supply Management: ISM reported manufacturing activity at highest level in over four years.

Nvidia: Nvidia rose 3% as AI demand continues, with its chips powering data centers. The company remains a key beneficiary of the AI capex cycle.

Institute for Supply Management: The Institute for Supply Management>>> reported on the manufacturing purchasing managers index for the United States>>>.

Nvidia: Nvidia's latest quarterly results are being watched by investors amid global market uncertainty.

Institute for Supply Management: A report from the Institute for Supply Management>>> indicated accelerated growth in US services but also higher prices due to tariffs and oil.

Nvidia: Nvidia>>>'s earnings are highly anticipated and will test the AI trade, but its performance is also indirectly affected by broader market sentiment influenced by the US-Iran conflict.

Institute for Supply Management: The Institute for Supply Management reported accelerated growth for U.S. services businesses but also noted the pinch of higher prices due to tariffs and expensive oil. Its report provides insights into inflationary pressures.

Nvidia: Nvidia's CEO's comments about Marvell Technology being the next trillion-dollar company boosted Marvell's stock, indicating Nvidia's influence in the AI chip market.

Institute for Supply Management: The Institute for Supply Management released data showing increased US manufacturing activity, which is a positive economic indicator.

Nvidia: Nvidia>>>'s share price surged after its CEO announced several product updates, including a new chip with AI capabilities, driving optimism in the technology sector.

Institute for Supply Management: ISM's PMI data was in line with expectations, not directly related.

Nvidia: Nvidia's AI chip demand strains TSMC capacity, indirectly motivating Apple's supply chain diversification.