Listen up, everyone! Tonight, the eyes of the global capital markets are all focused on one place—the NVIDIA earnings conference. This isn’t just your average earnings announcement; the trends in the US stock market, A-shares, and even the crypto space all depend on what Jensen Huang says tonight. You think this is just a tech stock affair? That’s way too naive! This earnings report could directly impact the Federal Reserve’s interest rate cut decision in December, market expectations for Ethereum’s next upgrade, and even determine whether there’ll be a year-end Christmas rally. If you miss tonight’s show, you might just be stuck watching from the sidelines for the next month.

Let’s talk about why this earnings report is so critical. The AI sector has been having a rough time lately—computing power stocks have crashed so hard they’re unrecognizable, and startups are finding it nearly impossible to raise funds. Even big tech companies are starting to tighten their belts. Right now, there are only two people who can hit the brakes on this downward trend: one is Federal Reserve Chairman Jerome Powell, who controls rate cuts, and the other is Jensen Huang, NVIDIA’s founder, who’s speaking tonight. What these two say carries way more weight than a hundred thousand tweets from crypto influencers.

Why is tonight’s event especially intense this year? Because high interest rates are still hanging over everyone’s heads! Direxion strategist Ryan Lee spelled it out: “Growth stocks are the weather vane for rate policy—now, every additional $100 million borrowed by cloud giants costs 20% more than in the first half of the year.” In plain terms, borrowing money now is as tough as robbing a bank. AI companies want to scale up? Forget about it. The Fed’s previous hawkish stance is still making waves, and the market’s waiting for a signal—NVIDIA’s results and outlook tonight could be the straw that breaks the camel’s back.