Nvidia reports earnings today, with options pricing suggesting a potential $350 billion swing in the chipmaker's value. The company is at the heart of the global AI frenzy.
Analysts expect another blockbuster report, but questions remain about Nvidia's dominance as rivals like Intel, AMD, and Alphabet emerge in inference chips.
Markets are fragile: inflation fears, the Iran war, and higher global interest rates are weighing on equities. Asian and European stocks are falling.
President Trump hinted at possible further strikes on Iran. Chinese President Xi hosts Putin, while Japan's PM visits Seoul. BOE officials speak on rates and war impact. Fed minutes release today.
Key events: Nvidia Q1 earnings, Fed minutes, UK CPI, Germany PPI, Euro area HICP.
