Today’s session didn’t seem to matter because every single investor was solely focused on the countdown to “go-time” for the most anticipated (and arguably most important) set of numbers for the year – Nvidia (NVDA -2.1%). Given the size of the implied move (c$300bn mkt cap swing in either direction), Nvidia’s performance has a significant impact on directional moves for the whole equity complex (HINT: guidance wasn’t quite up to par and the stock traded down out of the gates, settling down 5%)…
The content on this site is available to all Redburn clients as part of Redburn Execution’s standard service. It is not considered substantive research and there are no commercial implications to viewing these pages.
Please enter your email address below to view this page. If you are still unable to access the page, please speak to your account manager.