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#1
Here are the 4 big things we're watching in the stock market in the week ahead
#1 out of 2
business20h ago

Here are the 4 big things we're watching in the stock market in the week ahead

  • Stocks eye earnings from Palo Alto Networks, CrowdStrike and Broadcom as AI demand remains a key focus.
  • Tech conferences in focus include Nvidia, Arm and Microsoft, with AI discussions and potential product news.
  • Spin-offs advance as FedEx and Honeywell set key milestones shaping shareholder value.
  • Labor market data, including JOLTS and the May payrolls report, will shape rate expectations.
  • Investors will watch management commentary for AI demand signs and macro signals.
  • Market outlook includes AI-driven earnings momentum as a tailwind for cybersecurity and semiconductors.
  • Apple-like momentum for Broadcom on AI-driven networking and semiconductors is a key watch.
  • Investors anticipate Nvidia, Arm and Microsoft updates on AI integrations at key events.
  • Job data revisions and earnings outlook will influence the week’s market trajectory.
  • Analysts expect mixed but constructive guidance amid AI disruption concerns in tech sectors.
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#2
Game devs are creating native as well as optimised Arm versions of games for RTX Spark
#2 out of 2

Game devs are creating native as well as optimised Arm versions of games for RTX Spark

  • Nvidia says developers are optimizing games for the Prism layer and creating Arm-native versions for RTX Spark.
  • The Prism emulation layer may affect performance, but some titles could stay competitive with RTX Spark hardware.
  • Aevermann says there is potential for Arm gaming to match or surpass RTX 5070 performance in some workloads.
  • Nvidia is coordinating with Microsoft and developers to ensure a broad ecosystem for Arm-based gaming.
  • The company envisions Arm-powered laptops and mini PCs offering strong gaming performance.
  • Nvidia is examining anti-cheat and compatibility to support Arm across platforms.
  • RTX Spark’s development includes plans to improve battery life and overall efficiency on Arm devices.
  • The platform will support a mix of emulation, native ports, and new Arm-native titles.
  • The article cites Nvidia’s broader roadmap for RTX Spark and related hardware.
  • The discussion emphasizes a balance between emulation performance and native Arm development for gaming on RTX Spark.
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