시황 정리 US Stock Market Summary for August 26, 2026
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Market Summary
New York stocks took a breather after three straight sessions of gains (Yahoo Finance). The trigger was inflation. When the Fed's preferred July inflation gauge came in slightly hotter than expected, worries about another rate hike resurfaced. But losses were shallow — no one wanted to make a move before Nvidia's earnings release after the close (Motley Fool).
Sector & Asset Moves
Today's sector map can be summed up in two words: "inflation" and "Nvidia." Fears of further rate hikes pressured Treasuries and gold, while money flowed into AI hardware ahead of the after-close results. Bets tilted slightly toward the Fed delivering a hike at the September meeting (Forbes).
Key Stock Moves
After the close, Nvidia reported quarterly revenue of $96.2 billion and data-center revenue of $89 billion, both above expectations, with a strong guide for the next quarter. Even so, the stock fell more than 2% in extended trading (Yahoo Finance, MarketWatch).
Key Calendar
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Expert Commentary
> "With the market still sensitive to any data that raises the prospect of higher rates, today's modest upside surprise on inflation combined with resilient activity is not exactly what investors or the Fed want to see. It wasn't enough to shift the balance at the September FOMC, but if upcoming data point in the same direction, the Fed will face more pressure to step back from its wait-and-see stance."
> — Ellen Zentner, Chief Economist at Morgan Stanley Wealth Management
> "Several categories came in worse than expected, but the most important core inflation components held steady. That gives the Fed room to keep rates on hold and buy more time."
> — Chris Zaccarelli, Chief Investment Officer at Northlight Asset Management
Technical Signals & Outlook
Today's technical signals were split right down the middle — 120 bullish and 120 bearish. A fitting mirror image of a day when indexes barely budged. Nvidia showed up on both a momentum-turning signal (MACD death cross) and a short-term-oversold signal (Stochastic oversold), capturing the caution right before the earnings release in a single snapshot. For individual stock signals, see Today's Signals. Tomorrow, all you really need to watch is how the market responds to Nvidia's earnings.
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