Two narratives, one 24-hour window.
Nvidia reports Wednesday after the bell — the clearest read yet on whether AI infrastructure demand is still accelerating. Walmart earnings and FOMC minutes follow Thursday, putting consumer health and rate-cut timing on the same trading day.
— Wed after-close: $NVDA — does AI capex demand still hold this quarter?
— Thu pre-market: $WMT — the consumer print without the tech distortion
— Thu afternoon: FOMC minutes — how serious the cut path actually is
ADP private payrolls drop Tuesday. $BIDU opens the week Monday.
The AI story and the real economy don't usually take the same exam on the same day.
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