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This has been the strongest week for the AI sector in 2026 so far. NVIDIA (NVDA) reported Q2 revenue of $96.2B, doubling year-over-year, with data center business reaching $89B, up 117%This has been the strongest week for the AI sector in 2026 so far. NVIDIA (NVDA) reported Q2 revenue of $96.2B, doubling year-over-year, with data center business reaching $89B, up 117%

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U.S. Stock Weekly | Aug. 21–27：NVDA's earnings report blew up the market, the big three exploded on the same night. Were you in the game during AI's strongest week?

Sep 4, 2026MEXC

This has been the strongest week for the AI sector in 2026 so far. NVIDIA (NVDA) reported Q2 revenue of $96.2B, doubling year-over-year, with data center business reaching $89B, up 117% year-over-year. Its Q3 guidance of $108B significantly exceeded the market expectation of $104B—this is no longer just "beating expectations," but redefining them.

Even more critically, on the same night: CrowdStrike (CRWD) and Salesforce (CRM) both surged, rising 18.8% and 22.1% respectively for the week. The AI narrative is no longer just about computing power; it has expanded from chips to cybersecurity, and further to enterprise software. The monetization capability across the entire chain was centrally validated by earnings reports this week.

The macroeconomic environment also provided support: July's core PCE inflation held steady at +3.3%, and Q2 GDP was revised upward to +1.5% in the second estimate. Inflation has not worsened, and the economy has not stalled. At Jackson Hole, Warsh made his debut as Federal Reserve Chair, choosing to discuss only the policy framework without previewing the September path—leaving the decision entirely to the data.

1. Key Sectors and Targets This Week

1.1 Macro Overview

Three major macro signals this week:

· July PCE core YoY +3.3% (unchanged consecutively), headline +3.7%, with consumer spending flat MoM. Inflation stickiness has not worsened further, providing room for the Fed to hold steady in September.

· Q2 GDP second revision +1.5% (unchanged from the initial estimate), with consumer spending revised up to +3.4%. Economic resilience continues, and the soft landing narrative remains intact.

· Jackson Hole Global Central Bank Symposium: Warsh spoke for the first time as Fed Chair, opting for a framework-oriented statement rather than path guidance. Inflation remains above the 2% target, and market pricing for a September rate hike stays at around 1/3.

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1.2 AI Computing Power / Chips

NVIDIA (NVDA) | This Week +6.0% · YTD +22.3%

NVIDIA (NVDA) Q2 revenue reached $96.2B, up 106% year-over-year; data center revenue was $89B, up 117% year-over-year; Q3 guidance is $108B, significantly exceeding the market expectation of $104B. This is one of the most impressive AI earnings reports in history. Blackwell shipments are maintaining full speed, cloud provider procurement is far from peaking, and the FY2027 revenue trajectory has been substantially revised upward. The market's previous biggest concern—"whether AI capital expenditure can sustain"—has lost its footing in light of this earnings report.

Marvell (MRVL) | This Week +1.8% · YTD +185%

Marvell (MRVL) Q2 revenue was $2.74B, up 35% year-over-year, beating expectations; EPS of $0.94 also exceeded expectations. The company sees strong demand in the field of custom chips (ASIC) for AI data centers and is deeply integrated with major cloud providers. This week, it benefited from the overall rise in the computing power sector driven by NVIDIA's (NVDA) earnings report. The YTD gain of +185% makes it the top performer among the five targets this week, reflecting the market's repricing of the custom AI chip sector.

1.3 AI Security

CrowdStrike (CRWD) | This Week +18.8% · YTD +98.8%

CrowdStrike (CRWD) reported Q2 revenue of $1.47B, up 26% year-over-year, beating expectations; EPS of $0.31 also exceeded forecasts, with full-year guidance raised accordingly. The core driver is the surge in AI-driven threat landscapes, accelerating the concentration of enterprise security budgets toward platform vendors and significantly boosting security order growth. The company has achieved a comprehensive turnaround from the shadow of the 2025 global outage—this week's 18.8% gain serves as the most direct market confirmation of this reversal.

1.4 AI Software / SaaS

Salesforce (CRM) | This Week +22.1% · YTD -1.6%

Salesforce (CRM) posted Q2 revenue of $11.35B, up 10.8% year-over-year; net income rose 73% year-over-year; RPO (Remaining Performance Obligations) reached $33.5B, up 14% year-over-year. The real variable is Agentforce—contracts for enterprise AI Agents are being substantially implemented, moving beyond the demo stage. With CRM still down 1.6% year-to-date, this week's surge appears to be a concentrated market revaluation of the "inflection point for AI software monetization."

1.5 Gold / Safe Haven

Newmont (NEM) | This Week +0.4% · YTD +31.4%

Policy uncertainty stemming from Jackson Hole, combined with Canada's retaliatory tariffs against the U.S. (50% reciprocity), has jointly boosted safe-haven demand. Gold continues to demonstrate resilience in a high-interest-rate environment, and Newmont (NEM), as the world's largest gold miner, directly benefits from gold price support. Up 31.4% year-to-date, safe-haven allocations have continued to deliver steady returns amidst an AI-dominated market.

2. Stock Focus

2.1 NVIDIA (NVDA): This Is Not Beating Expectations, It Is Redefining Them

Revenue $96.2B, doubling year-over-year; Data Center $89B; Q3 guidance $108B.

The market's biggest concern has always been whether AI capital expenditure can sustain. NVIDIA (NVDA) answered with numbers: Blackwell shipments are at full speed, cloud provider procurement is far from peaking, and the FY2027 revenue trajectory has been significantly revised upward.

It is worth noting that the significance of this earnings report lies not only in the single-quarter figures, but also in its validation of the authenticity of downstream demand. When upstream suppliers continuously raise their guidance, it indicates that the procurement commitments from downstream cloud providers are solid. The next question is no longer "whether it is worth it," but "whether the position size is sufficient."

2.2 Salesforce (CRM): The Inflection Point for AI Software Monetization Has Arrived

CRM surged 22.1% this week, but the numbers behind the surge are even more noteworthy: net profit increased by 73% year-over-year, and RPO of $33.5 billion represents future visible revenue. Agentforce is selling AI Agents to enterprises—not as demos, but as real contracts.

This rise is not just an earnings rebound; it marks the market's acknowledgment that the inflection point for AI software monetization has arrived. Traditional SaaS is being re-accelerated by AI, and the transition from traffic-driven platforms to profit-driven platforms is unfolding in this quarter's earnings.

It is important to note that CRM is still down 1.6% year-to-date, indicating that the market had previously priced its AI transformation quite conservatively. If the growth rate of Agentforce contracts continues to materialize in the next quarter, the room for valuation repair may have just begun to open up.

3. This Week's Discussion

3.1 Discussion 1: AI Computing Power → Security → Software, Full-Chain Monetization Verified

NVIDIA (NVDA) Q2 revenue $96.2B (+106%), Data Center $89B, Q3 guidance $108B exceeded expectations; Marvell (MRVL) revenue +35%, fully verifying the computing power segment.

· Computing Power Segment: NVDA and MRVL both exceeded expectations simultaneously, indicating that the demand curve for AI infrastructure is still rising steeply, rather than peaking at a high level as the market feared.

· Application Segment: On the same night, CRWD +18.8%, CRM +22.1%, the main AI theme expanded from computing power to security and software layers. This means capital is beginning to price "companies making money with AI," not just "companies selling AI shovels."

· Market Implications: Doubts about "whether AI investment can be monetized" were shattered by earnings reports this week. The next focus shifts to: whether Broadcom's (AVGO) earnings on Sep 2 can take the baton in computing power, and whether Zscaler's (ZS) earnings on Sep 3 can verify the sustainability of the AI security trend.

3.2 Discussion 2: Warsh’s Debut Focuses on Framework, Sep 4 NFP Is the True Arbiter

July core PCE held steady at +3.3%, Q2 GDP was revised up to +1.5%; inflation has not worsened, and the economy has not collapsed, giving the Fed room to wait and see.

· Data Side: Inflation stickiness has not further deteriorated, but it remains far from the 2% target, so hawkish confidence has not vanished; economic resilience continues, and the soft landing narrative remains intact.

· Policy Side: Warsh chose to make framework-oriented remarks at Jackson Hole, without directly previewing the September path, effectively leaving the decision entirely to the data. The probability of a September rate hike remains at about 1/3.

· Key Node: The Sep 4 nonfarm payrolls data (August) is the final piece of the puzzle before the Sep 16 FOMC meeting. If employment weakens, the rate cut narrative will reignite; if it is strong, the probability of a rate hike will be quickly revised upward.

4. Key Calendar for Next Week

Date	Type	Event	Key Focus
Sep 1 (Tue)	Data	ISM Manufacturing PMI + JOLTS Job Openings (July)	Barometer for manufacturing sentiment; JOLTS job openings and quit rates are leading indicators for the labor market, forming part of the employment puzzle together with the Sep 4 NFP
Sep 2 (Wed)	Earnings	Broadcom (AVGO) After Hours	Passing the AI computing power baton after NVIDIA (NVDA) earnings; focus on demand for AI ASIC custom chips and VMware cloud subscription progress
Sep 2 (Wed)	Major Event	Fed Beige Book	Released two weeks before the Sep 16 FOMC meeting; summarizes real-time economic conditions across regions, with hawkish/dovish signals warming up FOMC expectations
Sep 3 (Thu)	Earnings	Zscaler (ZS) · Lululemon (LULU) After Hours	Zscaler tests whether the AI security rally led by CRWD can continue; Lululemon serves as a direct thermometer for consumer resilience this season
Sep 3 (Thu)	Data	Initial Jobless Claims	Real-time thermometer for the labor market; if it continues to rise, it will strengthen expectations for a September rate cut, setting the tone for Friday's NFP
Sep 4 (Fri)	Data	Nonfarm Payrolls (August NFP)	The most critical data before the Sep 16 FOMC meeting; if employment weakens, the rate cut narrative will reignite; if it is strong, the probability of a September rate hike will rise

*All dates above are in Eastern Time (ET). Earnings dates are subject to company announcements.

Next week's rhythm is "Earnings Relay + Data Finale": On Sep 2, AVGO takes the computing power baton; on Sep 3, ZS validates AI security; finally, on Sep 4, the Non-Farm Payrolls set the tone for the September FOMC. It is recommended to monitor position risk control in advance.

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6. This Week's Q&A

Q1: NVIDIA (NVDA) reported such strong earnings, so why did it only rise 6% this week?

Before the earnings release, the market had already partially priced in the strong expectations. The +6% gain reflects the "incremental beat beyond expectations," not all the positive news. Additionally, NVDA has accumulated a +22.3% gain year-to-date, with valuations at high levels, making capital relatively cautious about chasing highs. The real signal lies in the significant upward revision of the Q3 guidance to $108B—this determines the pricing benchmark for the next few quarters, rather than just the single-week trend.

Q2: CRM is still down -1.6% this year; is the 22% rise this week a rebound or a reversal?

The key difference lies in the drivers. A simple oversold rebound relies on sentiment, whereas this rise is supported by fundamentals: net profit up +73% year-over-year, RPO at $33.5B up +14% year-over-year, and substantial implementation of Agentforce contracts. These three factors indicate simultaneous improvements in earnings quality and future visible revenue. Whether this constitutes a complete reversal depends on whether the growth rate of Agentforce contracts can be sustained in the next quarter.

Q3: AI computing power and AI software, which side offers greater opportunities now?

The computing power side (NVDA, MRVL, AVGO) has higher certainty but is more fully valued; the software and security side (CRM, CRWD, ZS) is just beginning to be repriced, potentially offering greater elasticity, but with stronger dependence on earnings realization. The significance of this week lies in the fact that both sides were simultaneously validated by earnings reports on the same night for the first time—a phenomenon that has not occurred in the past two years.

Q4: Which figures should we watch in the September 4 non-farm payrolls data?

Three: non-farm payrolls (market consensus range), unemployment rate, and year-over-year average hourly earnings. Non-farm payrolls and the unemployment rate determine the strength of the rate-cut narrative; year-over-year hourly earnings directly relate to inflation stickiness. If a combination of "weakening employment + cooling hourly earnings" appears, expectations for a September rate cut will rapidly intensify; if "strong employment + accelerating hourly earnings" occurs, the probability of a rate hike will be revised upward.

Q5: With AI surging so much, is it still necessary to allocate safe-haven assets like gold?

NEM rose only +0.4% this week, appearing flat, but has gained +31.4% year-to-date. The significance of safe-haven allocation lies not in weekly performance, but in portfolio volatility management—especially in an environment where the FOMC's path in September remains unclear and tariff frictions persist. This is a matter of risk budgeting, requiring judgment based on individual portfolio structure and risk tolerance, with no one-size-fits-all answer.

Disclaimer: This content is for market information and educational reference only and does not constitute any investment advice. The individual stocks mentioned are subjects of public market discussion and do not represent recommendations or opinions from MEXC. Investment involves risks; please exercise your own prudent judgment. Stock price changes are based on publicly available market information and subject to final market quotes. This material is provided by the MEXC US Stock Spot Team. Copyright for this weekly report belongs to MEXC; please cite the source when reposting.

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