Nvidia's AI Buildout Accelerates Amid Sticky Inflation

A blockbuster Nvidia earnings beat, a bid for Hugging Face, and a fresh AWS GPU pact overshadow a hot PCE print that keeps the Fed's rate path in dispute.

Daily market report for Aug 27, 2026, with the industry groups and stocks behind each story.

• Artificial Intelligence
• AI Software
• Temporary Staffing
• Human Capital Management
• Regional Bank
• Homebuilders
• Cybersecurity
• SaaS
• South Korea Companies
• Foreign Banks
• Mortgage REIT
• Semiconductors
• AI Infrastructure
• CRM Platform
• Enterprise Software
• Shipping
• Crude Oil
• Cloud Security
• Gold
• Gold Mining
• Bitcoin
• Cryptocurrency Adjacent
• Apparel Retail
• Global Trade
• Defense
• Hyperscalers
• Oil Tankers
• Refining
• Oil & Gas
• Data Centers
• Alcoholic Beverages
• Consumer Staples
• Independent GPU Clouds
• Private Equity
• Alternative Investments
• NVDA – NVIDIA Corporation
• MSFT – Microsoft Corporation
• GOOGL – Alphabet Inc Class A
• IWM – Russell 2000 (iShares)
• XLF – Financial Sector (SPDR)
• TLT – 20+ Year Treasury Bond (iShares)
• KRE – Regional Banking (S&P, SPDR)
• OKTA – Okta Inc
• ZS – Zscaler Inc
• EWY – South Korea (MSCI, iShares)
• UUP – US Dollar Index Bullish (Invesco DB)
• XHB – Homebuilders (S&P, SPDR)
• LEN – Lennar Corporation
• AMD – Advanced Micro Devices Inc
• TSM – Taiwan Semiconductor Manufacturing
• CRM – Salesforce.com Inc
• NOW – ServiceNow Inc
• FRO – Frontline Ltd
• XOM – Exxon Mobil Corp
• CVX – Chevron Corp
• CRWD – Crowdstrike Holdings Inc
• PANW – Palo Alto Networks Inc
• NEM – Newmont Goldcorp Corp
• GOLD – Gold.com, Inc.
• COIN – Coinbase Global Inc
• MSTR – MicroStrategy Incorporated
• ANF – Abercrombie & Fitch Company
• URBN – Urban Outfitters Inc
• RTX – RTX Corporation
• LMT – Lockheed Martin Corporation
• NOC – Northrop Grumman Corporation
• DHI – DR Horton Inc
• JPM – JPMorgan Chase & Co
• AMZN – Amazon.com Inc
• SMCI – Super Micro Computer Inc
• VLO – Valero Energy Corporation
• ORCL – Oracle Corporation
• DELL – Dell Technologies Inc
• STZ – Constellation Brands Inc Class A
• VST – Vistra Corp.
• KKR – KKR & Co. Inc.
• BX – Blackstone Group Inc
• DHT – DHT Holdings Inc
• USO – United States Oil Fund
• GLD – Gold (SPDR)