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Dashboard

Wednesday, Apr 16

Watchlist, upcoming catalysts, and news briefing.

12

timeline events

38

headlines

5

watchlist tickers

Watchlist

AAPL×MSFT×NVDA×TSLA×META×

Timeline

Updated 9:32 AM ET

Apr 23, 2025EarningsNVDA

NVIDIA Q1 FY2026 Earnings Call

Data center revenue and Blackwell GPU demand will signal AI capex health.

Watch for: Forward guidance and margin commentary.

Apr 30, 2025Macro

Fed FOMC Rate Decision

Markets pricing 85% chance of a hold. Tone around cuts is the real catalyst.

Watch for: Powell presser language on inflation and labor.

May 7, 2025Key eventAAPL

Apple WWDC 2025 Keynote

AI integration announcements likely to reprice the stock.

Watch for: On-device LLM depth and App Store policy changes.

News briefing

Updated 9:32 AM ET

All (38)Tickers (6)MarketsEconomicsPolicy
BloombergNVDAbullish

Blackwell shipments ahead of schedule, suppliers confirm

Supply chain checks show NVIDIA's GB200 NVL72 racks shipping 3–4 weeks early, boosting near-term revenue confidence.

Earlier-than-expected supply eases the bear case on execution risk.

Reutersbearish

Treasury yields spike as auction demand disappoints

10-year yield climbs to 4.72% after soft 20-year bond auction, raising the discount rate on growth stocks.

Higher long-end yields pressure tech valuations and reduce risk appetite.

WSJAAPLneutral

Apple expands India manufacturing as China tensions persist

Foxconn and Tata ramp iPhone 16 assembly in Chennai; Apple aims for 25% India share by 2026.

Positive long-term diversification, limited near-term earnings impact.

Sample data for illustration. Sign up free to see live markets.

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