Report published August 26, 2026
Natixis Daily Research: Nvidia Earnings Lift Sentiment Ahead of Jackson Hole
Source and citation context
- Issuer
- Natixis
- Report date
- August 26, 2026
- Analysis as of
- Not stated in source
Finvaulta summarizes Natixis's analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.
Nvidia's blowout earnings and guidance provided an early boost to equity sentiment and reaffirmed the AI capex narrative, though market focus quickly pivoted back to hawkish rates pressures ahead of the Jackson Hole symposium.
Key Takeaways
- 1.Nvidia reported blowout Q2-27 revenue of $96.2bn (+106% YoY) and strong Q3 guidance, reinforcing the AI capex cycle, though initial market gains moderated into the European open.
- 2.Global bonds face selling pressure from rising term premia, hawkish US macro readings, and a second consecutive 25 bps rate hike to 3.00% by the Bank of Korea.
- 3.Oil prices continued lower for a fourth consecutive session, with Brent dipping below $87 amid ongoing Iran-Oman talks regarding a temporary Hormuz maritime corridor.
Table of Contents
- MARKET LINES
- Rates
- FX
- Equities
- HIGHLIGHTS
- DAY AHEAD
- MARKET RECAP
- INDUSTRY NEWS
- Real Estate
- High Yield
- Tech & data
- RESEARCH HIGHLIGHTS
- RESEARCH LATEST FORECASTS
- RESEARCH EVENTS
- DISCLAIMERS
Report data
MARKET RECAP
| Metric | Estimate | Context |
|---|---|---|
| 10-Year Bund Yield | 3.23% | 10Y Bund yield advanced 3.3 bps to 3.23%, remaining near the upper end of its monthly range. |
| 10-Year US Treasury Yield | 4.65% | 10Y UST yield at 4.65%, up 1.8 bps on the day. |
| Brent Crude Futures | 87.0 USD/bbl | Brent futures traded down 0.8% on the day to $87.0/bbl. |
| US Dollar Index (DXY) | 99.15 index points | DXY gained 0.3% to 99.15/99.18 with broad gains against G10 currencies. |
| Nvidia Q2-27 Revenue | 96.2 USD billion | Nvidia reported quarterly revenue beating consensus of $92.4bn. |
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Reported Data Context
- 10-Year Bund Yield: 3.23 % (2026-08-26) · Source: Bloomberg
- 10-Year US Treasury Yield: 4.65 % (2026-08-26) · Source: Bloomberg
- Brent Crude Futures: 87.0 USD/bbl (2026-08-26) · Source: Bloomberg
- US Dollar Index (DXY): 99.15 index points (2026-08-26) · Source: Bloomberg
- Nvidia Q2-27 Revenue: 96.2 USD billion (Q2-27)