--- title: "☕️ [Task Coins Giveaway] Daily Market Talk — Nvidia Adds $442 Billion" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/100000000873688.md" description: "One stock added $442 billion and ten of eleven sectors still closed red. Tonight a brand new Fed chair speaks, and Singapore's factory data quietly says the AI trade is real." datetime: "2026-08-28T03:10:19.000Z" locales: - [en](https://longbridge.com/en/topics/100000000873688.md) - [zh-CN](https://longbridge.com/zh-CN/topics/100000000873688.md) - [zh-HK](https://longbridge.com/zh-HK/topics/100000000873688.md) author: "[Captain's Watch](https://longbridge.com/en/profiles/24747427.md)" generator: "portal-rs" --- # ☕️ [Task Coins Giveaway] Daily Market Talk — Nvidia Adds $442 Billion Nvidia added **$442 billion** in one session, the second largest single day gain any stock has posted, and ten of eleven S&P sectors still closed red. Singapore's July factory data told the same story from one layer down the chain. Tonight Kevin Warsh speaks at Jackson Hole for the first time as chair. Let's dig in 👇 **💬 Nvidia guided to $108B and software re-rated 20% in a day, but PCE is still at 3.7% and a brand new Fed chair speaks tonight, so are you adding into the AI print, trimming into Warsh, or parking in Singapore until Monday?** ## 📊 Quick Recap — What Moved & Why ### 🇺🇸 US — One Stock Carried Eleven Sectors **🔑 Key Event:** $NVIDIA(NVDA.US) **+8.74%** added **$442 billion** in a single session, the second largest one day gain any stock has posted. Data centre revenue hit **$89B, up 117%**, and Q3 was guided to **$108B**. One stock carried the whole tape. **S&P 500** **+0.72%**, **Nasdaq** **+1.57%**, **Dow** **+0.20%**, with ten of eleven sectors red. **👀 Other to Watch** - **Software re-rated hard** → $Okta(OKTA.US) **+28.6%**, $Salesforce(CRM.US) **+22.6%**, $CrowdStrike(CRWD.US) **+20.5%**. The market now reads AI as a reason to buy software, not a threat to it. - **One catch on Salesforce** → its blowout EPS includes a **$2.6B** paper gain on Anthropic. The underlying growth was good, not spectacular. - **The bounce died after hours** → **Marvell** **-7.8%** beat and still fell, because gross margin guides down. **Autodesk** **-5.0%** gave back its entire session. - **Jobs data stayed firm** → claims came in at **203,000**, below expectations. Hot inflation plus a tight labour market keeps a September hike live. > @Anynamedoesitmatter**:** set the bar before the print at a Q3 guide of **$105 billion or higher**. Nvidia came in at $108B. > @Tonc**:** took the other side, leaning bearish because expectations were already too high for even good numbers to move it. ### 🇸🇬 Singapore — The AI Trade Shows Up In The Factory Data **🔑 Key Event: STI** **-0.65%** **to 5,684.12**, a third day off its high. The number that matters is industrial. **July manufacturing output rose 6.8%**, with **precision engineering up 17.7%** and **electronics up 11.2%** on AI demand. Nvidia's data centre quarter is showing up in Singapore's factory data. **👀 Other to Watch** - $DBS(D05.SG) partnered with **Stripe** on cross border payments and agentic commerce across Asia. - $UOB(U11.SG) raised **EUR 1 billion** of covered bonds, **four times oversubscribed**, and became the first Singapore bank to settle cross border payments live on Swift's blockchain ledger. - $Seatrium(5E2.SG) launched two FPSOs with Petrobras and is now in talks with them on **LNG export** infrastructure. The second one is the bigger prize. - $Frencken(E28.SG) resumes trading at **08:30** today after a two day halt. It sits right inside that precision engineering number. > @NewUser\_12345**:** bought **AEM (AWX)** at **$9.08** after the results, glad to see a local name doing this well. > @Dacai**:** likes **Suntec REIT (T82U)** if rates ease instead of getting hiked. Tonight decides that. ### 🇭🇰 HK/China — The Rally Did Not Travel **🔑 Key Event: Hang Seng** **-0.34%** on Thursday and flat again this morning. Nvidia's night did nothing here. $BABA-W(09988.HK) **-2.9%** and $PDD(PDD.US) **-2.4%** both fell in US trading. ### 🌍 Other - **Oil** → **Brent** slipped toward **$87**, a fourth straight down session, after Iran and Oman agreed on Hormuz waters. Reopening the strait still takes more than that deal. - **Venezuela** → weighing an **OPEC exit** after more than 60 years, as its ties with Washington deepen. - **Anthropic** → may let existing shareholders sell in its IPO, unlike SpaceX. Prospectus after Labor Day, valuation talk at **$1.5 trillion**. - **SpaceX** → Musk said on X it could reach **$3.5 trillion** of annual revenue by 2033. That is his own projection, not company guidance. SGX lists SpaceX depository receipts. ## 📅 Key Events | **When (SGT)** | **What** | | ----------------------- | ---------------------------------------------------------------- | | **Tonight, Fri 28 Aug** | 🇺🇸 **Fed Chair Kevin Warsh's first Jackson Hole keynote, 22:00** | | **Tue 1 Sep** | 🇺🇸 **John Ternus** takes over as Apple CEO | | **Thu 10 Sep** | 🇺🇸 **Apple event, 01:00**, foldable iPhone expected | | **Wed 16 Sep** | 🇺🇸 **FOMC decision** | 👇 Drop your take (20+ words) & click "Repost" to earn 288 Task Coins ✨ 🚫 No duplicates · ⏰ Deadline: August 28, 2026, 11:59 PM SGT Not investment advice, just market talk 🙏 ### Related Stocks - [00HSI.HK](https://longbridge.com/en/quote/00HSI.HK.md) - [S51.SG](https://longbridge.com/en/quote/S51.SG.md) - [S68.SG](https://longbridge.com/en/quote/S68.SG.md) - [CRWD.US](https://longbridge.com/en/quote/CRWD.US.md) - [U11.SG](https://longbridge.com/en/quote/U11.SG.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [UOVEY.US](https://longbridge.com/en/quote/UOVEY.US.md) - [09988.HK](https://longbridge.com/en/quote/09988.HK.md) - [89988.HK](https://longbridge.com/en/quote/89988.HK.md) - [HBBD.SG](https://longbridge.com/en/quote/HBBD.SG.md) ## Comments (25) - **GraceA7 · 2026-08-29T16:14:59.000Z**: What should market behave - **NewUser_oPJWOU · 2026-08-28T14:45:01.000Z**: It's coming to the end of the month - also where most of the major companies have already reported earnings. As expected, the earnings season has seen some companies rally after posting magnificent results while others slump after posting weaker guidance or simply just due to traders taking profit. - **Dacai · 2026-08-28T13:17:04.000Z**: Frencken’s private placement has diluted the share price but I think there is no need to panic. The new capital will give the company a more solid financial position to pursue expansion and mergers and acqusitions. - **Tiffany lover · 2026-08-28T09:32:18.000Z**: NVIDIA surged 8.74%, adding $442bn to its market cap in a single trading session, marking the second-largest single-day gain for any stock. Data center revenue reached $89bn (+117% YoY), with Q3 guidance at $108bn.NVIDIA reversed last week's consecutive declines, which is an inevitable trend; as the - **Pingu · 2026-08-28T07:38:24.000Z**: The next few weeks could be interesting for markets, with several major catalysts lined up. Tonight’s Jackson Hole keynote is the first big event I’m watching, especially for any clues on the Fed’s direction and how markets may react. Then there’s Apple’s CEO transition on 1 September, followed by t - **koolgal · 2026-08-28T07:17:50.000Z**: 🌟🌟🌟The SaaS-pocalypse is officially cancelled & software stocks are being re-rated hard. This proves that AI isn't an existential executioner. AI is actually the ultimate catalyst for software stocks.The latest market closing numbers tell the whole story of this short squeeze renaissance. 3 s - **dingdongbell · 2026-08-28T06:00:55.000Z · 👍 1**: Interesting posture from the market as software rallies along with Nvidia. Might be the short end of software covering and selling long end high beta to cover. Good opportunity to accumulate more AI beneficiaries. - **Heroic Lifesaver · 2026-08-28T05:58:48.000Z · 👍 1**: It will be Fed chairman Warsh’s first speech at Jackson’s Hole and the market will be closely trying to figure out his stance. Hawkish or dovish? I don’t think he will say much but maintain that the Fed will do what is necessary yadah yadah. 🤓 - **Valenxis · 2026-08-28T05:53:50.000Z · 👍 1**: Probably to look out for Warsh's speech at Jackson Hole to see how the short term reaction will be, and how the long term view will be, while not forgetting mid term election in Nov. - **LazyCat · 2026-08-28T05:30:04.000Z · 👍 1**: The triple kaiju week is finally ending and the pent up cautious sentiments would be partially, if not fully released. All eyes on the new Fed chair on his lean towards hawkiness or dovishness. It shows the muscle of the market is still the bond market. - **Ally · 2026-08-28T04:33:41.000Z · 👍 1**: Curious and excited for the brand new Fed Chair speaking tonight. Looking out if interest rates drop, will the market respond and SREITS price go up as borrowing costs drop. - **Fattycat** (2026-08-28T08:20:30.000Z): Please drop Interest rate 🙏🏻😆😆😆. - **FaithAnchor · 2026-08-28T04:30:20.000Z · 👍 1**: Jackson Hole has my attention. With the 30-year yield above 5%, I’m watching how Kevin Walsh responds. This isn’t just a bond-market story—higher long-term rates mean more expensive mortgages, loans and corporate refinancing. If yields stay here, the Fed’s job gets a lot harder. - **Fattycat · 2026-08-28T04:12:32.000Z · 👍 2**: Today’s a huge earnings day for three major Chinese players: BYD, Miniso, and Meituan!Anyone keeping a close watch on these results? 👀 - **NewUser_Unm6i · 2026-08-28T03:58:25.000Z · 👍 1**: After a single ssssion, Nvidia shares increases 8.74%. S&P 500, Nasdaq, Dow, Okta, Salesforce, Crowdstrike shares increases.Two local banks partnered with cross border payment companies Stripe and Swift blockchain. Local companies report their progresses. Hang Seng, Baba, and PDD Hongkong compan - **Darkwinter · 2026-08-28T03:52:59.000Z · 👍 1**: Jackson hole is probably the most important for this week, although details may be scant - **Fattycat** (2026-08-28T08:23:32.000Z): Do not expect him to speak much😔. You can click below link to CNBC news. CNBC is not expecting much from him 😆https://www.cnbc.com/2026/08/27/fed-chairman-kevin-warsh-delivers-his-key-jackson-hole-spe - **NewUser_CkrdqW · 2026-08-28T03:50:13.000Z · 👍 1**: Nvidia's hard carried the stock market, particularly the hardware chips sector, with most companies sharing the glory and gaining market cap yesterday. Although I expect Nvidia to try to break resistance before pulling back a little as others take profit and consolidate. - **Fattycat · 2026-08-28T03:35:49.000Z · 👍 4**: Finally Jackson hole symposium coming. I don’t expect much from Kevin Walsh . Let see if he has more influence than Nvidia to move the market🤭. Gold is in the consolidation phase now. Moving up and down between 4550 and 4700. Let’s pray for something good coming out from Kevin Warsh’s 👄 - **NewUser_ThinkSwim · 2026-08-28T03:28:09.000Z · 👍 1**: Well after the Nvidia price increase I can go buy software stocks that are still undervalued after the pump buying into strength but remember to DCA and not all in or nothing. - **Vt3 · 2026-08-28T03:27:20.000Z · 👍 2**: 📌 It’s TGIF baby, hope later session wrap up with a good weekend close. A few stocks apparently went UP and hope it continues as it should be, the rest will pick up as swinging is part of this game. 🤺🇺🇸⬆️⛳️ - **Vt3** (2026-08-28T03:41:54.000Z): Not meant for everyone, more to remind myself but this being true in life to WIN 🪂 - **LSB · 2026-08-28T03:25:25.000Z · 👍 1**: soon NVDIA share will up to moon, got extra money can all in to grab this chance. good luck in trading. --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**