Investors Brace for a Week of Market Shakers: Nvidia, Intel, and Tariff Risks

A Crucial Week for Investors

Global markets are heading into a high-stakes week as a trio of developments—corporate earnings, government policy, and trade uncertainty—take center stage. Investors are bracing for Nvidia’s much-anticipated results, fresh headlines around Intel’s U.S. government stake, and tariff risks in the furniture sector, each with potential to swing sentiment.

Nvidia: The AI Bellwether

All eyes remain on Nvidia, now valued at nearly $4 trillion, as it prepares to release quarterly earnings. Expectations are sky-high, with forecasts pointing to 48% earnings growth and around $46 billion in revenue. The outcome could validate the ongoing AI-driven rally—or trigger a sharp reassessment of tech valuations worldwide.

Intel and the U.S. Government’s Role

Another spotlight is on Intel, after reports confirmed the U.S. government has secured a 10% ownership stake in the chipmaker. The move underscores Washington’s push to tighten control over strategic semiconductor supply chains. Investors are weighing whether government involvement will bolster Intel’s competitive standing or raise concerns over operational independence.

Tariff Shockwaves for Furniture Retailers

Trade policy is also on the radar. U.S. officials are considering new tariffs on imported furniture, a measure that could hit major retailers like Wayfair and RH. Early signals have already pressured share prices, and investors will be closely monitoring developments as policymakers outline their next moves.

Why This Week Matters

This confluence of corporate and policy headlines makes the week especially critical for investors. Nvidia’s earnings will test the strength of the AI boom, Intel’s ownership structure highlights geopolitical supply chain stakes, and tariff talk signals the return of trade risks to consumer-facing industries.

In short: markets are on alert, and the decisions made this week could shape sentiment across tech, retail, and global equities well into the fall.