For today, Nvidia is the major story. The company delivered a blockbuster outlook, forecasting roughly 70% revenue growth next fiscal year, sending NVDA up about 7% premarket and lifting the broader AI/semiconductor complex; Nasdaq 100 futures were up roughly 1% and S&P futures about 0.4% early this morning. Salesforce and CrowdStrike are also sharply higher following strong results/outlooks, adding to the technology bid. The main macro event today is Initial Jobless Claims at 8:30 AM ET (208K expected versus 206K prior), followed by EIA Natural Gas inventories at 10:30 AM. The bigger macro risk comes tomorrow with Fed Chair Kevin Warsh's Jackson Hole speech, especially after yesterday's hotter PCE readingā€”so today sets up as a battle between renewed AI enthusiasm and higher-rate/inflation concerns 27-AUG-2026 06:36 AM ET