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Schwab Network

NVDA Global Earnings Catalyst as U.S. Trade Tensions with China, Canada Intensify

8 min25 augusti 2026

"There are no winners in a trade war," says Michelle Gibley of @CharlesSchwab, who points to consumers as a key losers. She sees that trend holding after the U.S. issued more tariffs against Canada. Michelle adds that the picture will be further complicated as trade relations between the U.S. and China turn murky. Kasey McCurdy tells investors to keep an eye on Fed Chair Kevin Warsh and the FOMC's Jackson Hole symposium. Both address Nvidia (NVDA) earnings as a catalyst to watch.

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