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The Federal Reserve's preferred inflation metric, core PCE, may disrupt his victory lap Wednesday.But with all the chat about heroes, let's hope Nvidia doesn't end up being the villain of the day.You can subscribe to the Barron's Daily newsletter here.&#128200; Here's what's happening in markets todayStock futures are falling ahead of earnings from chip maker Nvidia.Salesforce, Intuit, ServiceNow, and more stocks that explain today's market.Nvidia earnings and Jackson Hole are the stock market's next big tests.Kohl's sees improved same-store sales trends.J.M. Smucker earnings get a jolt from coffee prices.Li Auto earnings show 'intense' Chinese EV competition isn't going away.Dycom's earnings beat points to an AI infrastructure boom.Salesforce reports earnings while disrupting itself to fight AI.Lower energy 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Markets-European Equity Recovery? not so Fast","url":"https://stock-news.laohu8.com/highlight/detail?id=2662716586","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662716586?lang=en_us&edition=fundamental","pubTime":"2026-08-26 19:56","pubTimestamp":1787745386,"startTime":"0","endTime":"0","summary":"NOT SO FASTWhile some investors are starting towarm to Europe, Rory Dowie, multi-asset portfolio manager at Marlborough, favours other regions, believing Europe still faces challenges.\"We're pretty downbeat on Europe,\" Dowie said.\"We're struggling to see domestic catalysts. You have the defence spending et cetera but we think that's well understood.\"So where are the opportunities?\"We like parts of Asia,\" said Dowie.\"They are looking quite cheap, albeit earnings growth expectations are high. But we prefer playing parts of the AI trade through Asia at the moment.\"Another region Dowie likes is the UK due to its diversification. London's market is heavily weighted toward banks, energy, mining and pharmaceuticals, and has a relatively limited technology weighting.Dowie positive on the software sector, which has been under pressure due to worries that AI will disrupt traditional software business models.\"It's been beaten up,\" Dowie said.\"These are profitable companies with cheap 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Japan's Kioxia is a big reason why.----Bitcoin Rally Pauses After Jumping to Three-Month HighBitcoin eased after rising above $80,000 as the cryptocurrency's rally stalled in the absence of new positive catalysts.----U.S. Consumer Sentiment Fell in August, Conference Board SaysThe research group said its consumer confidence index fell to 89.4 from 90.2 in July as expectations for future business and labor market conditions became more pessimistic.----Regulators Probing Near-Collapse of Hedge Fund Situational AwarenessThe SEC has sought information from banks that provided financing to supercharge the hedge fund's AI-centric bets.----Extreme Weather Is Hammering Europe's Summer Harvest, EU SaysImpacts on crops are widespread, ranging from modest declines in yields to severe harvest losses with crop failures likely in the worst-affected 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The drop comes as Middle Eastern leaders have convened in recent days, though mediators said no major breakthrough was achieved.Meanwhile, stock futures are muted ahead of earnings from the world's most valuable company, Nvidia. Check out our list of five things to keep an eye on in the AI bellwether's report. We'll break down the numbers, CEO Jensen Huang's comments and the market's reaction right here.Also on today's agenda: The release of the Fed's preferred inflation gauge for July. 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Canton Flags Nvidia Earnings Guidance as Key Catalyst for Semiconductor Sector Direction","url":"https://stock-news.laohu8.com/highlight/detail?id=2662979436","media":"Reuters","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662979436?lang=en_us&edition=fundamental","pubTime":"2026-08-26 17:34","pubTimestamp":1787736866,"startTime":"0","endTime":"0","summary":"Lighthouse Canton flags Nvidia earnings guidance as key catalyst for semiconductor sector directionLighthouse Canton flagged Nvidia earnings as a near-term catalyst for a rebound in semiconductors 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