Analysts broadly predict Nvidia will deliver another blockbuster Q2 2025 report, driven by robust demand in its data center segment, especially for its Blackwell and Hopper AI chips. Consensus estimates point to revenues of approximately $46 billion for the quarter—a year-over-year jump of more than 50%—and adjusted earnings of $1.01 per share, up from $0.68 last year. Data center revenue is expected to top $41.2 billion, thanks to hyperscale cloud capex and strong shipments of next-gen GPUs. Key Drivers for Q2

Since April 2025, Palantir Technologies (PLTR) stock has displayed significant volatility, marked by a strong rally to record highs in August and intermittent sharp selloffs. The stock started April near the lower end of its recent range before rallying as Palantir reported its first-ever $1 billion quarterly revenue, blowing past Wall Street expectations and riding the ongoing boom in artificial intelligence adoption. By August 11-12, PLTR hit new all-time intraday and closing highs at $190.00 and $186.97 respectively—an enormous gain from its April lows around $120, and an astounding leap from its 52-week low of $29.31 earlier in 2025. The stock was up over 400% year-over-year by August, entering the top tier of US tech companies and becoming one of the most actively traded on the NASDAQ.

The Jackson Hole Symposium on August 23, 2025, had a major bullish impact on the US stock market, with Federal Reserve Chair Jerome Powell’s speech interpreted as signaling an imminent interest rate cut—likely as soon as September. Powell highlighted increased downside risks in employment and signs that inflation pressures were abating, suggesting the Fed was ready to shift to a more accommodative stance unless new inflation shocks emerged. Stock Market Response

July 2025 saw the US equity rally broaden and consolidate, with major indices holding near record highs as resilient corporate earnings, stabilizing economic data, and further de-escalation in global conflicts supported risk appetite. While gains were less dramatic than in June, the S&P 500 and Nasdaq remained in positive territory, bolstered by continued leadership from megacap tech and AI stocks and a rebound in small and mid-cap shares. The Federal Reserve maintained a cautious tone, keeping rates steady as inflation showed tentative signs of moderation and the labor market stabilized after June’s soft patch. Market participants grew more optimistic about a potential rate cut in the second half of the year, especially with consumer spending steadying and housing data firming, driving additional flows into rate-sensitive and cyclical sectors.

In June 2025, the US stock market rebounded to reach all-time highs, with the S&P 500 climbing over 5% and the Nasdaq surging more than 6% as trade tensions eased and volatility receded. The primary driver behind this rally was a temporary truce in the ongoing US-China tariff standoff, which brought short-term optimism and triggered a strong advance in tech and AI-related sectors—the main engines of market gains throughout the month. Volatility measures, elevated earlier in the year due to new and aggressive tariffs imposed by the Trump administration, markedly decreased as investor confidence improved. Macroeconomic signals were more mixed: While equity markets benefited from hopes of de-escalating trade wars and robust tech earnings, underlying economic growth slowed, with US GDP projections reduced and inflation remaining persistently high. Unemployment also began to trend upwards, placing some pressure on Federal Reserve policy, though rates remained unchanged with policymakers cautious about cutting prematurely.