NVIDIA's Record Outlook Ignites the Next Phase of the AI Trade, While Oil Prices Rise Despite Additional Deliveries via the Strait of Hormuz – Kioxia and Sandisk Invest 31 Billion USD in Japan, and NVIDIA Pursues Hugging Face for Around 13 Billion USD – Investors Remain Cautious Ahead of Kevin Warsh's Jackson Hole Appearance – The DAX Holds Just Below 26,400 Points, GFT Technologies Skyrockets by Over 10%

USA & MACRO-ENVIRONMENT NVIDIA is the driver Wall Street continues its upward movement, driven by AI trading, with NVIDIA once again at the forefront. The S&P 500 futures gain +0.61%, while the Nasdaq 100 advances more significantly by +1.05%, underscoring the leading role of technology stocks. A heavily watched semiconductor index climbs by +2.3%, while compelling software forecasts from Salesforce and CrowdStrike widen the tailwind. Mark Haefele from UBS emphasizes that the fundamentals of the earnings season remain robust, even...