Data as of: August 28, 2026, 08:00 (UTC+8)
Corresponding US Stock Trading Day: August 27, 2026
1. Overnight US Stocks
On August 27, US stocks entered the first trading day after NVIDIA's earnings report, with the market focusing on AI, semiconductors, and large tech sectors.
NVIDIA previously announced its FY2027 Q2 financial results, with revenue reaching $96.221 billion, a year-over-year increase of 106%; data center business revenue reached $89 billion, up 117% year-over-year; Non-GAAP earnings per share were $2.22.
The company also forecasted FY2027 Q3 revenue of approximately $108 billion, with a 2% margin of error. Strong performance and future revenue guidance continue to reinforce market attention on global AI infrastructure investment.
During the trading session on August 27, NVIDIA's earnings had a significant impact on the technology and AI sectors, with market funds continuing to reprice semiconductor and data center-related stocks such as NVDA, AMD, MU, SNDK, MRVL, among others.
Meanwhile, the latest US initial jobless claims data showed that the number of first-time unemployment benefit applicants fell to 203,000 last week, indicating that the labor market remains resilient overall.
Another market focus shifted to the ongoing Jackson Hole Global Central Bank Annual Meeting. Investors are awaiting an important speech by Federal Reserve Chairman Kevin Warsh on August 28 to find new clues about the future path of interest rates and monetary policy.
Bond and energy markets continue to be influenced by inflation, employment data, and monetary policy expectations.
Dow Jones Index: 53,569.44 (+0.20%)
S&P 500: 7,730.99 (+0.72%)
Nasdaq Composite Index: 26,541.35 (+1.57%)
2. Savicoin Perpetual Contract Market
| Symbol | Reference Price | 24h Change |
| NVDAUSDT | $227.98 | +8.74% |
| TSLAUSDT | $354.81 | +2.60% |
| AAPLUSDT | $314.58 | +0.36% |
| MSFTUSDT | $504.96 | +1.73% |
| AMZNUSDT | $256.26 | -1.54% |
| METAUSDT | $571.10 | -0.87% |
| SNDKUSDT | $184.95 | -0.96% |
| SPYUSDT | $771.10 | +0.66% |
Note: Reference prices and percentage changes are based on the closing prices of corresponding US stocks/ETFs during the regular trading session on August 27. Actual transaction prices of Savicoin US stock perpetual contracts may differ due to trading hours, market liquidity, and price fluctuations.
3. Market Observation
On August 27, the main market trading theme clearly shifted to repricing following NVIDIA's earnings release.
NVIDIA's FY2027 Q2 revenue surpassed $96 billion, with the data center business maintaining rapid growth, and the company's next quarter revenue guidance further strengthening market focus on AI infrastructure demand.
Therefore, market attention has shifted from "waiting for NVIDIA earnings" to:
NVIDIA Earnings Digest | AI Capital Expenditure | Semiconductor Capital Flows | Jackson Hole | US Treasury Yields
NVDA's price movement may continue to directly affect semiconductor and data center industry chain stocks such as AMD, MU, SNDK, MRVL.
At the same time, the US labor market continues to show some resilience, complicating market judgments about the Federal Reserve's future policy path.
On August 28, Federal Reserve Chairman Kevin Warsh will speak at the Jackson Hole Global Central Bank Annual Meeting, potentially causing new volatility in US Treasury yields, the US dollar, and technology growth stocks.
4. Key Stock | NVDAUSDT
NVDA remains the core directional indicator for current US stock and global AI trading.
NVIDIA's latest FY2027 Q2 results show:
- Revenue: $96.221 billion | Year-over-year +106%
- Data Center Revenue: $89 billion | Year-over-year +117%
- Non-GAAP EPS: $2.22
- GAAP Gross Margin: 75.0%
- Q3 Revenue Guidance: $108 billion ±2%
- Q3 Gross Margin Guidance: 74.0% ±0.5 percentage points
NVIDIA stated that AI infrastructure construction continues to grow strongly, and the Vera Rubin platform has entered full production.
Current market focus has shifted from the earnings report itself to:
- Sustainability of AI data center demand
- Vera Rubin product ramp-up speed
- AI capital expenditure by large tech companies
- Data center business growth
- Changes in gross margin
- Next quarter revenue realization
- Global AI infrastructure investment
NVDA's post-earnings stock performance may continue to influence semiconductor stocks such as AMD, MU, SNDK, MRVL and affect overall risk appetite in the Nasdaq and large tech sectors.
5. News Highlights for August 28
Federal Reserve Chairman Warsh’s Key Speech at Jackson Hole
On August 28, Federal Reserve Chairman Kevin Warsh will deliver a keynote speech at the Jackson Hole Global Central Bank Annual Meeting.
Speech Time: 10:00 AM Eastern Time | 10:00 PM Beijing Time
This is one of the most important macro events for the global financial markets on August 28.
The market will focus on seeking new signals regarding:
- US inflation assessment
- Labor market conditions
- Future interest rate path
- Federal Reserve balance sheet policy
- Long-term US Treasury yields
- US economic outlook
and other aspects.
Volatility in US Treasuries, the US dollar, US stocks, and gold may increase significantly before and after the speech.
NVIDIA Earnings Continue to Influence the Market
Although NVIDIA's earnings have been released, the market will continue to price its $96.2 billion quarterly revenue, $89 billion data center revenue, and $108 billion Q3 revenue guidance.
NVDA's post-earnings trend may continue to impact:
AMD | MU | SNDK | MRVL | AVGO | META | MSFT | AMZN
The AI and semiconductor sectors remain among the most concentrated directions for short-term capital trading.
Marvell Earnings Enter Market Digesting Phase
Marvell Technology announced its latest quarterly results after the US market close on August 27.
On August 28, the market will focus on digesting its earnings and management guidance, especially paying attention to:
- Data center business
- AI network demand
- Optical communication business
- Custom chip business
- Next quarter revenue guidance
The consecutive release of NVIDIA and Marvell earnings keeps AI data centers, network infrastructure, and the semiconductor industry chain as market priorities.
US Labor Market Remains Resilient
The latest US initial jobless claims fell to 203,000, below the previous level, indicating that corporate layoffs in the US remain generally low.
Labor market resilience may affect market judgments regarding the Federal Reserve’s future rate hike or cut path.
With inflation still sticky, balancing employment, inflation, and economic growth remains an important reference for Federal Reserve policy.
Jackson Hole Enters Core Phase
The Jackson Hole Global Central Bank Annual Meeting is held from August 27 to 29.
August 28 marks the most market-focused phase of the meeting, and Chairman Warsh’s speech may become a key catalyst in determining short-term US Treasury yields, the US dollar, and US stock risk appetite.
6. Today’s Focus
Today, the market will focus on five main themes:
Warsh Speech | NVIDIA Earnings Digest | AI and Semiconductors | Marvell Earnings | US Treasury Yields
Technology Sector Focus:
NVDA | META | MSFT | SNDK | AMZN | TSLA
Among them, NVDA remains one of the most important short-term directional indicators for AI and the technology sector.
NVIDIA’s strong revenue growth and next quarter guidance continue to provide fundamental support for the AI investment thesis, but after the earnings release, market focus will gradually shift to valuation, capital flows, and actual earnings realization.
Meanwhile, Federal Reserve Chairman Warsh’s Jackson Hole speech may introduce a new macro variable.
If the market expects a more accommodative future monetary policy, a decline in US Treasury yields could benefit valuations of technology and growth stocks.
Conversely, if Warsh emphasizes inflation risks and the necessity to maintain tightening policy, US Treasury yields may rise again, putting pressure on high-valuation tech stocks.
7. Today’s Trading Hours Reminder
US Stock Trading Hours | 21:30–04:00 (Beijing Time)
Market liquidity and trading activity are generally high.
Pre-market and After-hours | 16:00–21:30 / 04:00–08:00
Liquidity is relatively lower; be cautious of rapid price fluctuations before and after major earnings and macro events.
Jackson Hole Key Time | 22:00 (Beijing Time)
Federal Reserve Chairman Kevin Warsh is expected to deliver a keynote speech; pay close attention to volatility in US Treasuries, the US dollar, and US stocks.
US Stock Market Closed Periods
Savicoin US stock perpetual contracts may still trade continuously; monitor market liquidity and potential gap risks on the next trading day.
August 28 is a Friday with normal US stock trading.
With NVIDIA earnings entering the market digestion phase, Marvell earnings released, and the Jackson Hole Global Central Bank Annual Meeting entering its core phase, short-term volatility in technology, AI, semiconductors, US Treasuries, and dollar-related assets may further increase.
The actual trading hours and market conditions of Savicoin US stock perpetual contracts are subject to the platform page display.
8. Risk Warning
US stock perpetual contracts are leveraged trading products, and prices may experience significant fluctuations.
Especially around earnings reports of large tech companies, US economic data releases, Federal Reserve policy signals, and major macro events, the market may experience rapid price changes.
Please control your position sizes and leverage reasonably, and pay full attention to market liquidity, price volatility, and leveraged trading risks.
9. Disclaimer
This article is for market information reference only and does not constitute any investment or trading advice.
Relevant market data sources come from public markets and the Savicoin platform; differences in price and timing may exist across data sources.
Savicoin US stock perpetual contracts are continuous trading products, and their actual transaction prices, mark prices, and settlement prices may differ from the corresponding US stock spot market prices.
Users should make independent judgments based on their own situation and bear the related trading risks themselves.
The Savicoin Team
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