Tech stocks slip before Nvidia earnings as Jackson Hole, tariffs and Iran sanctions test markets

Moki

2 min read·2026/08/24

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U.S. stocks opened the week in a defensive mood as investors waited for Nvidia’s earnings, the Jackson Hole symposium and the next PCE inflation reading. Elevated long-term Treasury yields, new U.S.–Canada tariff pressure, Iran-related oil risks and safe-haven demand for gold and bitcoin kept markets cautious.

Tech shares weaken before Nvidia’s report

Wall Street traded mixed to lower Monday, with the S&P 500 and Nasdaq pressured by technology and semiconductor shares. Reuters reported Nvidia fell more than 2%, Micron lost more than 5% and the Philadelphia Semiconductor Index dropped about 2.6%, showing investors were reducing risk before Nvidia’s Aug. 26 earnings.

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Nvidia becomes the key test for the AI trade

Nvidia’s results are being treated as a proxy for the broader AI infrastructure cycle. Investors are watching not only revenue growth, but also margins, forward guidance, demand for data-center chips and whether large cloud and enterprise customers are still willing to fund heavy AI capital expenditure.

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Image / AP News

Jackson Hole and PCE may reset rate expectations

The market’s second major test is monetary policy. AP reported investors are waiting for the Jackson Hole symposium and the next PCE inflation data while 10-year Treasury yields hover near 4.70% and 30-year yields near 5.23%. Those levels keep pressure on long-duration growth stocks because higher discount rates make future earnings less valuable.

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U.S.–Canada tariffs add supply-chain risk

Trade risk also moved back into the equity story after Washington imposed 50% tariffs on some Canadian goods. MarketWatch reported automakers, home builders, construction materials and industrial supply chains could be among the most exposed areas, with Ford’s Canadian investment drawing attention as investors reassess North American cost structures.

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Iran sanctions keep oil and inflation risk alive

Oil markets remained sensitive to U.S. policy toward Iran. MarketWatch reported crude pulled back even as Treasury Secretary Bessent promoted an Iran-focused “Operation Economic Outcast,” because traders are weighing whether Washington will escalate secondary sanctions and how China, Iran’s largest oil buyer, may respond.

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Image / kitco.com

Gold, bitcoin and AI hardware show split market behavior

Risk appetite was not absent; it was selective. Kitco cited Reuters reporting that a weaker dollar, debt concerns and trade tensions supported gold and bitcoin, while MarketWatch noted Dell shares are up about 235% this year as its coming earnings become another test of real AI-server demand. The result is a market that still wants AI growth, but demands proof.

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Browse tagsArtificial Intelligence Semiconductors Geopolitics Oil Prices

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Tech stocks slip before Nvidia earnings as Jackson Hole, tariffs and Iran sanctions test markets

Tech shares weaken before Nvidia’s report

Nvidia becomes the key test for the AI trade

Jackson Hole and PCE may reset rate expectations

U.S.–Canada tariffs add supply-chain risk

Iran sanctions keep oil and inflation risk alive

Gold, bitcoin and AI hardware show split market behavior

Sources

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