Data as of:2026 year8 month26 day 08:00（UTC+8）
Corresponding US stock trading day:2026 year8 month25 day

1. Overnight US Stocks

On August 25, the US stock market entered a critical trading day before the NVIDIA earnings announcement. The three major indices showed overall strength during the session, with notable rebounds in the technology and semiconductor sectors.

Market risk appetite recovered somewhat compared to the previous trading day, with US Treasury yields and international oil prices both declining, providing some support to technology and high-valuation growth stocks. NVIDIA rebounded significantly after several days of pressure, leading to renewed investor focus on the AI, semiconductor, and memory sectors.

Meanwhile, the market is still awaiting NVIDIA's FY2027 Q2 earnings report, scheduled to be released after the US market close on August 26. Since NVIDIA holds a significant weight in the S&P 500 and Nasdaq indices, this earnings report is viewed as a key catalyst to determine whether the AI trading theme can regain momentum.

Bond Market

US long-term Treasury yields declined:

• 10-year Treasury yield: briefly dropped to about 4.66%–4.68%

• 30-year Treasury yield: briefly dropped to about 5.19%–5.21%

Energy Market

Energy markets cooled down simultaneously:

• WTI crude oil: fell to around $82 per barrel

• Brent crude oil: fell to around $89 per barrel

Three Major Indices

Dow Jones Industrial Average: 53,577.40 (+0.30%)

S&P 500: 7,677.28 (+0.32%)

Nasdaq Composite Index: 26,151.30 (+0.66%)

On August 25, during intraday trading, the Nasdaq Composite Index rose about 0.66%, the S&P 500 increased approximately 0.32%, and the Dow Jones rose about 0.3%, with the technology and semiconductor sectors serving as the main driving forces.

2. Savicoin Perpetual Contract Market

Note: Reference prices and changes are based on the corresponding US stock/ETF closing prices during regular trading hours on August 25. Actual transaction prices of Savicoin US stock perpetual contracts may differ due to trading time, market liquidity, and price fluctuations.

3. Market Observation

On August 25, the US stock market showed key characteristics of a technology rebound, semiconductor recovery, and a decline in US Treasury yields.

The technology and semiconductor sectors were under significant pressure the previous trading day, but as NVIDIA's earnings report countdown began, some funds started repositioning into AI and semiconductor-related assets.

NVIDIA rose intraday by more than 2%, driving rebounds in certain chip, memory, and AI related stocks. Micron, SanDisk, and AMD regained market attention.

Meanwhile, the drop in US Treasury yields provided some valuation support for large technology and growth stocks.

Key Data During August 25 Trading

• 10-year US Treasury yield around 4.66%–4.68%

• 30-year US Treasury yield around 5.19%–5.21%

• WTI crude oil price around $82 per barrel

• Brent crude oil price around $89 per barrel

• Bitcoin briefly surpassed $80,000

Bitcoin continued its strong performance, briefly breaking through the important psychological level of $80,000, marking the first time in over three months it has regained this level.

With BTC maintaining strength, COIN, MSTR, and CRCL remain key focus areas within the crypto concept stocks.
 

Current Key Focus Areas

NVIDIA Earnings | US Treasury Yields | US PCE Inflation Data

4. Key Asset｜NVDAUSDT

NVDA has entered the final critical trading phase before its earnings announcement.

NVIDIA will release its FY2027 Q2 financial results after the US market close on August 26. This earnings report is regarded by the market as one of the most important risk events for global technology assets this week.

On August 25, NVIDIA's stock price showed a notable intraday rebound, rising over 2%, with market funds flowing back into some AI and semiconductor assets ahead of the earnings release.

Market's Current Key Focus
        • Data center revenue and growth rate

• AI chip and server demand

• Next quarter revenue guidance

• Gross margin changes

• Demand for AI products such as Blackwell

• AI capital expenditure trends of large tech companies

• Global AI infrastructure investment

• Changes in US Treasury yields

• Capital flow in the semiconductor sector

Because NVIDIA has significant influence in the S&P 500, Nasdaq, and the global AI industry chain, this earnings report could not only determine NVDA's short-term trend but also impact semiconductor stocks such as AMD, MU, SNDK, and overall risk appetite in the large tech sector.

NVIDIA's earnings report is expected to be one of the most significant volatility catalysts in the global tech market this week.

5. Key News on August 25

01｜US Tech Sector Rebounds

On August 25, US stocks showed overall strength intraday, with technology stocks becoming the main market drivers again.

The Nasdaq Composite Index rose about 0.7% intraday, the S&P 500 increased by approximately 0.4%, and the Dow Jones Index rose about 0.2%.

The market repositioned some AI and semiconductor assets ahead of NVIDIA's earnings announcement.

02｜NVIDIA Earnings Enter Final Countdown

NVIDIA will release its FY2027 Q2 earnings report after the US market close on August 26.

As the earnings release approaches, NVDA's stock price rebounded markedly intraday, with the market focusing on AI data center demand, revenue growth, gross margin, and next quarter's guidance.

This report may directly influence short-term trends in AI, semiconductor, large tech, and the Nasdaq market.

03｜Semiconductor and Memory Sectors Rebound

After significant adjustments on the previous trading day, some semiconductor and memory stocks regained investor attention on August 25.

NVIDIA, Micron, SanDisk, and AMD showed improved intraday performance.

The market is reassessing AI capital expenditure, chip demand, and the industry signals that NVIDIA's earnings may release.

04｜US Treasury Yields Decline Noticeably

US long-term Treasury yields fell:

• 10-year Treasury yield: around 4.66%–4.68%

• 30-year Treasury yield: around 5.19%–5.21%

The decline in long-term yields eased valuation pressure on some high-valuation tech stocks, becoming an important support factor for the technology sector's rebound that day.

05｜International Oil Prices Fall Significantly

International oil prices adjusted downward after previous gains.

WTI crude oil fell to around $82 per barrel, Brent crude oil fell to around $89 per barrel.

The decline in oil prices somewhat alleviated market concerns about energy prices driving inflation back up.

06｜Bitcoin Breaks $80,000

Bitcoin continued its recent strong trend, briefly surpassing $80,000 on August 25, marking the first time in over three months it has reclaimed this level.

BTC strengthened further, maintaining high risk appetite in the crypto market, with COIN, MSTR, and CRCL among crypto concept stocks continuing to attract market attention.

6. Today's Focus

Today's market will focus on five main themes:

NVIDIA earnings｜AI and semiconductor sectors｜US Treasury yields｜US PCE inflation data｜Bitcoin and crypto concept stocks

As NVIDIA's earnings approach, volatility in the technology and semiconductor sectors is expected to remain elevated in the short term.

Key Technology Stocks to Watch

NVDA｜META｜MSFT｜SNDK｜AMZN｜TSLA

Among these, NVDA will be one of the most important short-term market directional indicators.

If NVIDIA's earnings and next quarter guidance significantly exceed market expectations, it could reinforce the AI trading theme and drive strength across the semiconductor, data center, and large tech sectors.

Conversely, if revenue growth, gross margin, or future guidance fall short of high market expectations, it may trigger a re-adjustment in the AI and semiconductor sectors.

Meanwhile, US Treasury yields remain a key variable affecting tech stock valuations.

If the 10-year Treasury yield continues to decline, it will support valuation recovery for large tech and high-valuation growth stocks; if yields rise rapidly again, it could pressure the tech sector anew.

Bitcoin has reclaimed the $80,000 level, and short-term activity in crypto concept stocks remains worth monitoring.

7. Today's Time Period Reminders

US Stock Trading Hours

21:30–04:00 (Beijing Time)

Market liquidity and trading activity are usually high during this period.

Pre-market and After-hours

16:00–21:30 / 04:00–08:00

Liquidity is relatively lower, especially around NVIDIA's earnings release, when rapid price fluctuations may occur.

US Market Closed Periods

Savicoin US stock perpetual contracts may continue trading, but attention should be paid to changes in market liquidity and potential gap risks on the next trading day.

August 25 was a Tuesday, with normal US stock trading.

With important events such as NVIDIA earnings and US PCE inflation data approaching, volatility in technology, AI, semiconductor, US Treasury, US dollar, and crypto-related assets may further increase this week.

Savicoin US stock perpetual contract actual trading times and prices are subject to the platform's displayed information.

8. Risk Warning

US stock perpetual contracts are leveraged trading products, and prices may experience significant fluctuations.

Especially around earnings releases from major tech companies such as NVIDIA, US PCE inflation data, Federal Reserve policy signals, and major macro events, rapid price changes may occur.

Please manage position sizes and leverage prudently, and fully consider market liquidity, price volatility, and risks associated with leveraged trading.

9. Disclaimer

This article is for market information reference only and does not constitute any investment or trading advice.

Relevant market data are sourced from public markets and the Savicoin platform; discrepancies in price and timing may exist between different data sources.

Savicoin US stock perpetual contracts are continuous trading products. Actual transaction prices, mark prices, and settlement prices may differ from corresponding US stock spot market prices.

Users should make independent judgments based on their own circumstances and bear the related trading risks themselves.
 

Savicoin Team