U.S. Stocks Start September: Analyzing Multiple NVIDIA Developments and Earnings from Dell and Broadcom

[Live Stream Intro] As we enter September, global financial markets are facing multiple undercurrents. Geopolitical tensions in the Middle East have intensified again, driving a sharp rise in oil prices and exacerbating inflation concerns. Meanwhile, market expectations for another interest rate hike by the US Federal Reserve this month continue to grow, further tightening liquidity. At the same time, all eyes are on semiconductor giant NVIDIA. Reports indicate that NVIDIA has made a rare, significant bet on Taiwan's semiconductor industry. This investment is not only a strategic boost for its partner MediaTek but also represents NVIDIA's largest direct investment outside the US, reflecting its deep integration with Asian supply chains and long-term strategic layout. Today, we will spend 30 minutes discussing the US stock market outlook for September and NVIDIA's latest developments.

$Dell Technologies (DELL.US)$$Vertiv Holdings (VRT.US)$$Applied Digital (APLD.US)$$NEBIUS (NBIS.US)$$Super Micro Computer (SMCI.US)$$Arista Networks (ANET.US)$$NVIDIA (NVDA.US)$$Apple (AAPL.US)$$Netflix (NFLX.US)$$Costco (COST.US)$$Amazon (AMZN.US)$$Microsoft (MSFT.US)$ $Taiwan Semiconductor (TSM.US)$$ASML Holding (ASML.US)$$Advanced Micro Devices (AMD.US)$$Broadcom (AVGO.US)$$Alphabet-C (GOOG.US)$$Tesla (TSLA.US)$$Palantir (PLTR.US)$$Meta Platforms (META.US)$$Circle (CRCL.US)$$Coinbase (COIN.US)$$Strategy (MSTR.US)$$Coherent (COHR.US)$$Bitmine Immersion Technologies (BMNR.US)$$Marvell Technology (MRVL.US)$$CoreWeave (CRWV.US)$$NEBIUS (NBIS.US)$$GE Vernova (GEV.US)$$First Solar (FSLR.US)$$Vistra Energy (VST.US)$$Powell Industries (POWL.US)$$The Trade Desk (TTD.US)$$MongoDB (MDB.US)$$DigitalOcean (DOCN.US)$$Cloudflare (NET.US)$$Salesforce (CRM.US)$$Semtech (SMTC.US)$ $Micron Technology (MU.US)$$SanDisk (SNDK.US)$$Applied Optoelectronics (AAOI.US)$$Astera Labs (ALAB.US)$$Credo Technology (CRDO.US)$$Lumentum (LITE.US)$$Ciena (CIEN.US)$$Coherent (COHR.US)$$Intel (INTC.US)$$Corning (GLW.US)$$Fabrinet (FN.US)$$POET Technologies (POET.US)$$AXT Inc (AXTI.US)$$Credo Technology (CRDO.US)$$Astera Labs (ALAB.US)$$Corning (GLW.US)$$Fabrinet (FN.US)$$Lumen Technologies (LUMN.US)$$POET Technologies (POET.US)$$Amphenol (APH.US)$$Ciena (CIEN.US)$$Taiwan Semiconductor (TSM.US)$$YOFC (06869.HK)$$Broadcom (AVGO.US)$ $Marvell Technology (MRVL.US)$$Intel (INTC.US)$$Futu Holdings Ltd (FUTU.US)$$Cisco (CSCO.US)$$Arista Networks (ANET.US)$$Dell Technologies (DELL.US)$$Hewlett Packard Enterprise (HPE.US)$$Amkor Technology (AMKR.US)$$ASE Technology (ASX.US)$$Amphenol (APH.US)$$STMicroelectronics (STM.US)$$United Microelectronics (UMC.US)$$Nokia Oyj (NOK.US)$$Tower Semiconductor (TSEM.US)$$AXT Inc (AXTI.US)$$SkyWater Technology (SKYT.US)$$E-mini NASDAQ 100 Futures (SEP6) (NQmain.US)$$NASDAQ (NASDAQ.US)$$S&P 500 Index (.SPX.US)$$Oracle (ORCL.US)$$Palantir (PLTR.US)$$Cerebras Systems (CBRS.US)$$Moderna (MRNA.US)$

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