Markets React to NVIDIA Earnings | Inflation Data & Global Growth Signals

Welcome back to another market update. Financial markets started the week with fears of an AI bubble, but strong corporate earnings from one of the most critical technology companies helped shift sentiment.

Let’s break down the key developments:

🧠 NVIDIA Earnings – Q4 2025

Despite concerns about stretched AI valuations, NVIDIA (NVDA) delivered strong Q4 results:

* Revenue and earnings beat expectations
* Data Center remained the main growth driver
* Explosive demand for AI data-center chips continued
* Cloud providers and enterprise AI infrastructure spending stayed robust
* Management issued a strong early-2026 outlook

The results reinforced confidence in the ongoing global AI investment cycle.

🇦🇺 Australia – Inflation Update

Australia’s annual inflation held steady at 3.8% in January 2026, mainly driven by housing, food, and recreation costs.

* Trimmed mean inflation rose to 3.4%
* Monthly CPI increased 0.4% (0.5% seasonally adjusted)
* No headline changes despite technical adjustments

The data suggests inflation remains sticky, keeping pressure on the RBA.

🇺🇸 United States – PPI

U.S. Producer Price Index rose 0.5% in January 2026 (2.9% YoY):

* Services prices jumped 0.8%
* Goods prices declined 0.3%
* Core PPI rose 0.3% MoM and 3.4% YoY, marking its ninth consecutive monthly increase

Upstream price pressures remain firm despite some goods deflation.

🇨🇦 Canada – GDP Slows

Canada’s real GDP fell 0.2% in Q4 2025, largely due to inventory drawdowns.

* Exports, consumer spending, and government investment offered partial support
* Annual growth slowed to 1.7% in 2025, the weakest since 2020
* Declining exports to the U.S. weighed on overall growth

This signals softening economic momentum heading into 2026.

📌 Watch the full video to understand how AI earnings, inflation data, and global growth trends are shaping the next moves in stocks, Forex, and commodities.

⚠️ Disclaimer

This content is provided for educational and informational purposes only and does not constitute financial, investment, or trading advice. Financial markets involve risk, and past performance is not indicative of future results. Always conduct your own research or consult a licensed financial professional before making any investment decisions.