KEYTAKEAWAYS
- NVIDIA’s Q4 earnings report will impact AI sector growth and market sentiment, with stock price volatility expected.
- Core PCE inflation data will provide vital insights into U.S. economic health and influence Fed rate decisions.
- Crypto token unlocks this week could affect token supply and market prices, offering new investment opportunities.
CONTENT
WEEKLY NEWS OVERVIEW
Tuesday, February 25, 2025 (GMT -8, Pacific Time)
- 07:00: CB Consumer Confidence (Feb)
Wednesday, February 26, 2025
- 02:00: Ethena (ENA) Unlocks 7.93 million tokens
- 07:00: Crude Oil Inventories
- 07:00: New Home Sales (Jan)
- NVIDIA Q4 Earnings Report
Thursday, February 27, 2025
- 06:00: Optimism (OP) Unlocks 31.34 million tokens
- 05:30: Durable Goods Orders (MoM) (Jan)
- 05:30: GDP (QoQ) (Q4)
- 05:30: Initial Jobless Claims
Friday, February 28, 2025
- 06:00: Sui (SUI) Unlocks 22.97 million tokens
- 06:00: ZetaChain (ZETA) Unlocks 44.26 million tokens
- 05:30: Core PCE Price Index (YoY) (Jan)
- 05:30: Core PCE Price Index (MoM) (Jan)
- 06:45: Chicago PMI (Feb)
KEY EVENTS TO WATCH THIS WEEK
NVIDIA Q4 Earnings Report
NVIDIA’s Q4 earnings report will be released after the U.S. stock market closes on February 26. Morgan Stanley expects revenue to reach $41 billion, slightly lower than the market consensus of $42 billion. The revenue growth rate is expected to significantly slow to 73%, a sharp decline from the explosive growth during the early AI boom in 2023 and the 265% peak in Q4 of fiscal year 2024. Key points of market attention include AI data center revenue growth, the delay of the Blackwell GB200, chip transitions, and the outlook on AI application deployments.
Although NVIDIA no longer holds an overwhelming dominance in the AI field, its core position still makes its earnings report highly influential for the entire industry. Morgan Stanley analysts note that if the earnings exceed expectations, the stock price could rise by 3-15%; if performance is weak, it could face a downside risk of 5-10%. This earnings report may once again serve as a crucial indicator for the AI industry.
Core PCE Price Index (YoY) (Jan)
This week, the Federal Reserve’s preferred inflation measure, the Core PCE Price Index, will be released. The market expects January data to drop to a seven-month low, with the PCE price index expected to slow by 0.1 percentage points to 2.5% year-on-year, and the core PCE expected to slow by 0.2 percentage points to 2.6%.
However, both of these figures remain above the Fed’s 2% target, and the slow progress in controlling inflation pressures has kept policymakers cautious about further rate cuts. The latest Federal Reserve meeting minutes show that officials are inclined to maintain the current interest rates.
Bloomberg economists predict that personal consumption data will show a contraction in personal spending for January, with the core PCE inflation rate slowing to 2.6% year-on-year, partly due to the impact of relatively mild categories in wholesale inflation data.
However, the components of the Consumer Price Index (CPI) that show strong growth will keep PCE above 2%, which is a key reason why Fed officials have opted to keep interest rates unchanged for now. As a result, the “Trump trade,” which bets on rising inflation, may become increasingly less attractive. The U.S. Department of Commerce will release the relevant data on Friday, providing further insights into economic trends.
This week, global market attention will be focused on NVIDIA’s earnings report and the release of the Core PCE Price Index, both of which are not only crucial for understanding the health of the U.S. economy but could also have indirect implications for the cryptocurrency market.
Particularly in the context of AI and tech sector developments, any significant shifts in economic growth, consumer spending, or inflation data could impact investor sentiment and capital flows. In the cryptocurrency space, despite short-term volatility, digital assets remain a key focus for risk-averse investors as uncertainty in traditional markets grows.
As we continue to closely monitor these critical events, investors should approach market movements with caution and stay alert to the influence of policies and data. Maintaining sensitivity to market changes can help you seize opportunities in the fast-moving world of crypto.
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