Tech Jumps as Jensen Delivers

Nvidia delivered a blockbuster — $92B in quarterly revenue (+106% Y/Y) and 70% forward growth guidance — adding $440B in market cap and carrying Wall Street higher while every other sector fell. Salesforce surged 23% on its Anthropic "Claudeforce" partnership and CrowdStrike jumped 20%, giving the software ETF its best day since April 2025. But the gap between U.S. and Aussie tech is now 40% wide.Meanwhile, core PCE inflation held at 3.3% — well above target — keeping rate hike talk alive ahead of Fed Chair Warsh's Jackson Hole keynote. Oil climbed 2% as Iran diplomacy stalled, gold held above $4,600, and Bitcoin reclaimed $80,000.On the ASX: futures +0.2% to 9,004. Harvey Norman, Dicker Data, Virgin Australia and Cobram Estate report today. Plus — our precious metals strategies are returning 200%+ per annum.Join Mark, Philip, Kai Chen & Jonathan for Bulls vs Bears this afternoon.