“Given Jensen’s constant visibility this quarter, the myriad of circular deal announcements, and just the mental exhaustion from AI headlines"

Nvidia options are pricing in a 5.4% post-earnings move, implying a potential $280 billion swing in market value after its Q2 results. The expected move is below the 6.5% forecast…

“What’s really going to matter here is the guide. And it’s not the growth that’s the question, but the rates at which that growth is either accelerating or decelerating.”

Contracts for the tech-heavy Nasdaq 100 Index climbed 1.2%, while those for the S&P 500 Index added 0.6% after Nvidia signaled strong sales growth in 2028. The companys shares…