Observed Signal · Aug 25, 2026 · Earnings Report · Source: CNBC Investing · Impact: 4/5 · Sentiment: Neutral
10-Year Yield and Nvidia Are Markets' Top Assets
Moses Ventures founder Danny Moses told CNBC that the two most important assets for financial markets right now are the U.S. 10-year Treasury yield and Nvidia. His comments came ahead of Nvidia’s earnings report due after the bell, which Moses expects the company to beat and guide higher. The article notes the 10-year Treasury yield at 4.623% on Tuesday, rising concerns about U.S. fiscal health after a $432 billion monthly budget deficit in July and total government debt surpassing $40 trillion. Treasury Secretary Scott Bessent said the department would double debt buybacks to steady long-dated yields. Nvidia shares had risen about 2% on Tuesday after a seven-day losing streak and are up roughly 14% year-to-date in 2026.
Major-company (Nvidia) earnings and U.S. 10-year yield movements are material market events with broad implications for tech and capital markets; Nvidia is central to AI infrastructure trends that affect the broader technology ecosystem.
Track NVIDIA Signals & Market Shifts in Real-Time
Polaris7 autonomous intelligence agents track regulatory filings, primary sources, executive changes, and deal flow 24/7. Create your free Explorer workspace to monitor these entities.
Key Takeaways & Evidence Grounding
- Danny Moses (founder of Moses Ventures) said the 10-year Treasury yield and Nvidia are the two most important assets for markets right now.
- Nvidia's earnings report was due after the bell on Wednesday, August 26, 2026, and Moses said he expects the company to beat earnings and guide higher.
- The U.S. 10-year Treasury note yielded 4.623% on Tuesday, August 25, 2026.
- U.S. government debt surpassed $40 trillion and the monthly U.S. budget deficit topped $432 billion in July.
- Treasury Secretary Scott Bessent said his department would double debt buybacks to try to steady long-dated bond yields.
Connected Companies & Entities
6 Entities mapped“The “two most important assets right now to the market are the 10-year bond and Nvidia,” Moses ... Investors are closely watching Nvidia in ...”
“Moses ... said Tuesday on CNBC’s “Fast Money.”...”
“The average analyst polled by LSEG has a buy rating and anticipates around 40% in upside over the next 12 months....”
“© 2026 Versant Media, LLC. All Rights Reserved. A Versant Media Company....”
“Data also provided by Reuters....”
“Data also provided by Reuters....”
Related Market Signals & Shifts
Recent verified developments and strategic activity across this market segment.
Nvidia Earnings Beat Would Boost Market, Says Jay Woods
Jay Woods, chief market strategist at Freedom Capital Markets and a long-time NYSE trader, told CNBC PRO that an earnings beat from Nvidia would be the “biggest and best tailwind” for markets this week. Nvidia is due to report earnings after Wednesday’s close; Woods noted the stock moved from roughly $165 to $235 over the prior six weeks and identified $215 as minor support and $200 as major support, with $235 acting as a recent ceiling. He also warned that the 10-year U.S. Treasury yield closing above 4.65% could push toward 5%, putting pressure on equities. Woods highlighted other names reporting this week, calling e.l.f. Beauty an “under-the-radar” trading opportunity that could rally to $65–$70 on strong results. The commentary was published May 18, 2026 on CNBC PRO.
Top Wall Street Analysts Recommend Nvidia, Uber, Marvell for Long-Term Growth
Amid market volatility driven by high bond yields and Middle East tensions, top Wall Street analysts have highlighted three stocks for long-term investors. Morgan Stanley's Joseph Moore reiterated a buy on Nvidia after strong Q2 results and a robust FY28 revenue growth outlook of 70%. BMO Capital's Brian Pitz highlighted Uber's evolving autonomous vehicle strategy as a key growth driver. KeyBanc's John Vinh reaffirmed a buy on Marvell Technology, noting strong data center growth and AI networking demand, despite investor concerns over guidance. These recommendations are based on analysts tracked by TipRanks, a platform ranking analysts by past performance.
Nvidia turns chips into investible assets; US reserve shrinks
CNBC's Morning Squawk highlights five market items: Nvidia announced a roughly $500 billion financing push with major Wall Street asset managers to make its AI chips an "investible asset class," signing memorandums with firms including Apollo, Blackstone and Goldman Sachs. The U.S. Strategic Petroleum Reserve fell below 300 million barrels — its lowest level since 1983 — and the White House extended a Jones Act waiver for 90 days. President Donald Trump signed an executive order proposing cuts to routine childhood vaccines and recommending splitting the combined MMR shot into three separate vaccines. Baby-products firm Frida is entering kids' personal care with a Walmart partnership; the company says it has generated over $2 billion in retail sales and about 30% annual growth over the past five years. The newsletter also notes FDA and HHS news on food-supply visibility.
Track Real-Time Market Signals & Shifts
Set up custom watchlists to receive automated, evidence-grounded executive digests whenever material signals or shifts occur across your tracked landscape.