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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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