Sensei's Morning Forecast: NVIDIA Forecast Wobbles, Gold Rallies, Trump Fuels Altcoin Mania

As NVIDIA’s growth moderates, gold gains on Fed drama, Tesla eyes mobility scale, PCE data threatens volatility, and CRO rockets after a bold Trump-backed crypto play.

👀 Today’s Key Stories at a Glance

• 📉 NVIDIA flagged slower AI chip growth, with China sales halted and compute revenue down sequentially for the first time.

• 🟡 Gold held firm near $3,400 as investors awaited inflation data and legal turmoil hit Fed leadership.

• 🚗 Tesla and Waymo diverge on robotaxis, with Tesla chasing scale via simplicity and Waymo prioritizing safety through complex tech.

• 📊 Markets brace for dual PCE inflation data, which could sway September rate expectations and reset risk sentiment.

• 🚀 CRO token jumped another 35%, as Trump Media’s $6.4B deal sparked altcoin optimism beyond the initial news pop.

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🧠 One Big Thing

NVIDIA’s $46.7 billion in Q2 revenue marked a 56% YoY surge—but it was also its slowest growth since the AI boom began. With compute sales slipping and China exposure evaporating, the king of chips may be signaling the AI gold rush is entering its next phase.

💰 Money Move of the Day

When a market darling shows signs of slowing, it doesn’t mean panic—it means reassess. Watching how investor sentiment shifts around a heavyweight like NVIDIA can help you understand how growth narratives evolve and when sentiment drives over- or under-reactions.

📊 Market Snapshot

Cryptocurrencies:
Bitcoin (BTC): $113,070 (▲ +1.62%)
Ethereum (ETH): $4,608 (▲ +2.24%)
XRP: $3.01 (▲ +1.24%)

Equity Indices (Futures):
S&P 500 (SPX): 6,481 (▲ +0.17%)
NASDAQ 100: 23,607 (▼ -0.09%)
FTSE 100: 9,213 (▼ -0.51%)

Commodities & Bonds:
10-Year US Treasury Yield: 4.230% (▼ -0.19%)
Oil (WTI): $64.55 (▲ +0.07%)
Gold: $3,397 (▼ -0.05%)

🕒 Data as of UK (BST): 11:56 / US (EST): 06:56 / Asia (Tokyo): 19:56

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