US Markets Morning Update - 2026-08-27

Markets
Nvidia's bullish sales forecast, projecting 70% revenue growth by 2028, lifted futures and fueled optimism about the AI rally's momentum.

Good morning NYC. Key highlights for 2026-08-27:

  • Nvidia's bullish sales forecast, projecting 70% revenue growth by 2028, lifted futures and fueled optimism about the AI rally's momentum.
  • Shein is preparing for a Hong Kong IPO at a $26 billion valuation, significantly below its $100 billion peak from four years ago.
  • Treasury Secretary Scott Bessent's bond market intervention has sparked criticism and raised concerns about a potential clash with the Federal Reserve.
  • CrowdStrike reported a record quarter driven by AI security demand, with shares rising 8% premarket.
  • The U.S. is investigating Singapore-based Apex for allegedly smuggling Nvidia AI chips into China, violating export restrictions.