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Monday 31 August 2026 · written 12:55 BRT · scheduled 07:00 BRT, run late · the US session has been open since 10:30 BRT (US daylight saving in force, so the gap is 3.5h, not 4.5h)
Asia closed ugly overnight — the KOSPI fell 3.1% as Samsung dropped more than 8% on shareholder-return disappointment, and the chip-sector jitters that hit Broadcom last week ( −4.6% , ~$87bn of market cap, after Google handed Marvell a $12.2bn warrant) are still working through…
Nvidia's July quarter landed after Wednesday's close and beat on every line — revenue $96.2bn , up 106% year on year, data centre $89.0bn , up 117%, October-quarter guidance $108bn . None of that is the story. The story is that in her prepared remarks CFO Colette Kress gave a…