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AI Giant Nvidia Steers Market Focus

Andreas Thalassinos
Andreas Thalassinos
28 August 2025

Markets enter a pivotal stretch with a series of high-impact data releases from the U.S., Canada, and China set to guide sentiment.  At the same time, Nvidia remains in focus, with both technical signals and strong fundamentals reinforcing its role as a key driver in the AI-led market rally.

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Overview

Markets enter a pivotal stretch with a series of high-impact data releases from the U.S., Canada, and China set to guide sentiment.  At the same time, Nvidia remains in focus, with both technical signals and strong fundamentals reinforcing its role as a key driver in the AI-led market rally.

Key Economic Events

Thursday 15:30 (GMT+3) – USA: Prelim GDP q/q (USD)
Friday 15:30 (GMT+3) – Canada: GDP m/m (CAD)
Friday 15:30 (GMT+3) – USA: Core PCE Price Index m/m (USD)
Sunday 04:30 am (GMT+3) – China: Manufacturing PMI (CNY)

Chart Analysis

Since peaking at 183.48 on August 13, Nvidia is positioning for a potential breakout that could extend its advance.  After briefly dipping below the 20-period Exponential Moving Average (EMA), the stock quickly reclaimed ground, closing back above it, with the appearance of a Dragonfly Doji highlighting renewed buying interest.
The technical picture remains supportive—the 20-period EMA trades above the 50-period EMA with both trending higher, reinforcing the bullish structure.  Momentum indicators align with this view: the Momentum oscillator is holding above the 100 baseline, reflecting sustained upward pressure, while the Relative Strength Index (RSI) remains comfortably above 50, consistent with prevailing positive sentiment.

Key Resistance Levels  

Should the buyers maintain market control, traders may direct their attention toward the four potential resistance levels below:
183.48: The initial resistance level is established at 183.48, which mirrors the daily high reached on August 13.
192.86: The second price target is set at 192.86, representing the 161.8% Fibonacci Extension drawn from 183.48 to 168.31.
197.86: The third price objective is observed at 197.86, corresponding to the weekly resistance, R3, calculated using the standard Pivot Points methodology.
208.03: An additional upside target is projected at 208.03, reflecting the 261.8% Fibonacci Extension drawn from the high point, 183.48, to the low point, 168.31.

Key Support Levels  

Should the sellers take market control, traders may consider the four potential support levels listed below:
168.31: The initial support level is seen at 168.31, corresponding to the swing low from August 20.
158.50: The second support level is estimated at 158.50, representing the daily high marked on June 27.
145.99: The third support level is identified at 145.99, reflecting the high point from June 20.
137.19: An additional downside target is 137.19, mirroring the daily high reached on May 21.

Fundamentals

NVIDIA reported Q2 FY26 revenue of $46.7 billion, up 6% from the prior quarter and 56% year-over-year, led by $41.1 billion in data center revenue.  Blackwell Data Center sales grew 17% sequentially, underscoring strong AI demand.
Gross margins came in above 72%, while diluted EPS rose to $1.08 GAAP ($1.05 non-GAAP).  The company returned $24.3 billion to shareholders in the first half of FY26 and expanded its share repurchase program by $60 billion.
For Q3, NVIDIA projects revenue of $54 billion, plus or minus 2%, with margins in the mid-70% range, reinforcing its position at the center of global AI adoption.

Conclusion

With major economic data on deck and Nvidia showing both technical strength and robust fundamentals, market sentiment is poised for fresh direction.  While upcoming GDP, inflation, and PMI readings will shape the macro outlook, Nvidia's performance underscores the enduring role of AI as a key driver in equity markets.

This information/research prepared by Andreas Thalassinos does not take into account the specific investment objectives, financial situation, or particular needs of any particular person. The research analyst primarily responsible for the content of this research report, in part or in whole, certifies that the views about the companies and their securities expressed in this report accurately reflect his/her personal views and consequently any person acting on it does so entirely at their own risk.The research provided does not constitute the views of KW Investments Ltd nor is it an invitation to invest with KW Investments Ltd. The research analyst also certifies that no part of his/her compensation was, is, or will be, directly, or indirectly, related to specific recommendations or views expressed in this report.The research analyst in not employed by KW Investments Ltd. You are encouraged to seek advice from an independent financial adviser regarding the suitability of the investment, under a separate engagement, as you deem fit that conforms to your specific investment objectives, financial situation, or particular financial needs before making a commitment to invest. The laws of the Republic of Seychelles shall govern any claim relating to or arising from the contents of the information/ research provided. 

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Andreas Thalassinos
Andreas Thalassinos
Financial Writer

Andreas Thalassinos is a recognized authority in the financial markets and world renowned for his expertise in algorithmic trading. He is a Certified Technical Analyst and highly respected lecturer in the education of traders, investors, and financial markets professionals. Thalassinos has played a key role in the development of education within the industry, training tens of thousands of traders of all skill levels. Traders value his seminars and workshops for the rich content, his passionate, charismatic, and lively presentations.