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Nvidia earnings day could be awkward? Renowned analyst: Even with strong performance, the market will remain "nervous and uneasy"
Nvidia earnings day could be awkward? Renowned analyst: Even with strong performance, the market will remain "nervous and uneasy"

On the eve of its earnings report, Nvidia is facing a dilemma: if its performance guidance is too strong, it may trigger concerns about over-investment; if it only raises guidance moderately, it could be seen as slowing growth. In either case, it may lead to market volatility.

ForesightNews·2025/11/14 15:42
Flash
  • 13:01
    ProCap Financial increases its bitcoin holdings to 5,000 and holds over $175 million in cash reserves
    Jinse Finance reported that ProCap Financial, a Nasdaq-listed Bitcoin-native financial services company, announced that its Bitcoin holdings have increased to 5,000 coins. The company also currently holds over $175 million in cash reserves. Despite the current market downturn, the company's balance sheet remains relatively robust.
  • 13:01
    Pheasant Network completes $2 million seed round with participation from Ethereum Foundation and others
    Jinse Finance reported that the AI and intent-driven next-generation interoperability network Pheasant Network has completed a $2 million seed round of financing, with participation from the Ethereum Foundation, Optimism Foundation, Polygon Labs, and others. The project will combine the intent standard based on ERC7683 with artificial intelligence to further optimize cross-chain transactions and the decentralized finance (DeFAI) ecosystem. It currently supports Ethereum and more than 30 Layer 2 networks.
  • 12:50
    The Federal Reserve will announce its interest rate decision at 3 a.m. on Thursday, with the market expecting a 25 basis point rate cut.
    According to ChainCatche and Golden Ten Data, the Federal Reserve will announce its interest rate decision at 03:00 on Thursday. The market expects a rate cut of 25 basis points to 3.50%-3.75%. There is an unusual split within the FOMC, with some voting members possibly opposing further rate cuts. Due to the government shutdown, key data for October is missing, so changes to the SEP and dot plot are expected to be limited. In terms of liquidity, the market is watching whether a "Reserve Management Purchase Program" (RMP) will be introduced after the end of quantitative tightening. Bank of America predicts that about $4.5 billion in short-term US Treasuries may be purchased monthly starting in January; if MBS reinvestment is included, the scale could reach about $6 billion. If the RMP is announced, the focus of the meeting may shift to the balance sheet rather than the interest rate path. Risk Warning
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