---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000872593.md"
description: "Tech stocks moved sharply higher (SPX +0.4%, NDX +1.0%) after $NVIDIA(NVDA.US) forecasted +70% 2028 revenue growth versus +45% expected, easing AI spending slowdown fears amid accelerating demand by NVDA consumers.  Oil extended recent declines on possible Hormuz reopening talks; treasury yields edged up ahead of Fed Chair Kevin Warsh’s Jackson Hole speech tomorrow morning. Bitcoin rose 1.7% to $79.8K and is now +23% in August. Other chip stocks rose and $Salesforce(CRM.US) advanced +11% higher pre-mkt following its own strong outlook. S&P 2026 earnings ests of $346 (+31% y/y) are likely to move higher following NVDA’s blowout guidance. The current forward S&P 500 earnings yield of 4.7% equals the current 10-year treasury yield for the first time since early 2024 and before that the internet bubble of 2000. The normal S&P 500 equity risk premium over 10-year treasury yields is +50-100 bp."
datetime: "2026-08-27T09:40:10.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000872593.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000872593.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000872593.md)
author: "[Gary Black Tracker](https://longbridge.com/en/profiles/17077344.md)"
generator: "portal-rs"
---

# Tech stocks moved sharply higher (SPX +0.4%, NDX +…


### Related Stocks

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

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