---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000871116.md"
description: "U.S. equities were flat pre-market ahead of $NVIDIA(NVDA.US) earnings, July PCE data, and Fed Chair Warsh’s Jackson Hole speech. Oil fell further on Iran-Oman Hormuz re-opening talks; treasury yields edged higher while BTC rose. Chip stocks mixed; $Meta Platforms(META.US) gained on state AG settlement talks, TSLA slightly lower after a Cybertruck price hike. S&P 2026 EPS estimates continue to climb (+31% y/y to $346) on AI investment, bringing the forward E/P in line with the 10-year treasury yield (vs normal equity premium +50-100bp). I remain cautious on $Tesla(TSLA.US) due to declining forward earnings estimates, commoditization of unsupervised autonomy, and extreme valuation."
datetime: "2026-08-26T12:56:49.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000871116.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000871116.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000871116.md)
author: "[Gary Black Tracker](https://longbridge.com/en/profiles/17077344.md)"
generator: "portal-rs"
---

# U.S. equities were flat pre-market ahead of $NVIDI…


### Related Stocks

- [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md)
- [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [USO.US](https://longbridge.com/en/quote/USO.US.md)
- [META.US](https://longbridge.com/en/quote/META.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**