Nvidia Earnings Arrive as a Hawkish Fed Lifts the Dollar

Nvidia earnings put strong AI chip demand up against leadership turmoil after CEO Jensen Huang's exit, as a hawkish Fed lifts the U.S. dollar. Fiona Cincotta, StoneX Senior Market Analyst, breaks down the week ahead for AI stocks, the Federal Reserve, gold, the Japanese yen and the British pound. The Anthropic IPO, reported to be around six times oversubscribed, is a gauge of sentiment toward the wider AI trade after recent AI stock selloffs. Minutes from the Federal Reserve's latest FOMC meeting land after hotter than expected U.S. CPI data, with markets fully pricing a December rate hike and Treasury yields and the dollar weighing on gold. The Japanese yen is under pressure against the U.S. dollar, pushing USD/JPY back into the zone where Japanese authorities have intervened before, with Japanese GDP data in focus. In the UK, jobs and inflation data arrive as markets price a likely Bank of England rate hike in December, while GBP/USD comes under pressure from U.S. dollar strength. 0:00 AI Rebound Meets Dollar Surge 0:40 Nvidia Earnings Without Huang 2:25 Anthropic IPO Tests AI Trade 4:05 Nasdaq Recovery Under Pressure 5:55 Fed Hike Bets Lift the Dollar 7:05 Gold Sinks to Fresh 2026 Lows 8:40 Yen Back in Intervention Zone 10:53 UK Inflation Tests the Pound Discover Actionable Insights with the latest Market Outlook Reports: https://intel.stonex.com/offer?language=en&campaignId=A908C315-DC62-4F35-AC16-870BB71E84D1&utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_fiona_cincotta&utm_content=share Like and subscribe for more financial market insights. #Nvidia #StoneX #FionaCincotta #Gold #Forex --------- Like this video? Subscribe and turn on notifications so you don't miss any videos from StoneX: https://www.youtube.com/@stonex_official Visit https://www.stonex.com/en/insights/thought-leadership/?utm_source=youtube&utm_medium=social for insights, perspectives and thought leadership from StoneX's global network of experts. Visit our website: https://www.stonex.com?utm_source=youtube&utm_medium=social