Nova Ventures Daily

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Your daily markets briefing from Nova Ventures Research. Three hosts - James Carter, Eleanor Whitfield, and Marcus Brooks - recap the prior session and preview the day ahead, every morning at 5:00 AM ET.

  1. Aug 29

    EP56 : Nvidia Held, Four-Eighty Missed, Warsh Spoke — Nova Ventures Daily

    The Saturday grade of a two-act week: Nvidia printed 6. 2billion and guided 0 8billion, then Fed Chair Kevin Warshs' first Jackson Hole as chair lifted September hike odds from the mid3-s0 into the high 05s .Marcus takes call of the week on the 9-2billion print and the 124 hold through Friday. Ashley owns miss of the week on a 48. 0ten-year that closed .72 even as the twoy-ear posted its loudest Jackson Hole jump since 1996. The panel leaves duration versus demand unresolved: the Russell lost 3,00,0 Marvell dropped 1 0percent on a beat-and-raise, and Elastic and Gap held their bids through a hawkish session.— 📊 C harts, notes, courses +the Nova Terminal https/:n/ovaventures.us/links 📈Daily charts on Instagram: https//instagram.comn/ovaventuresus 🐂Live takes all day on X: https//xc.om/NovaVenturesCEO P nael voices synthesised from the CSTR VCTK Corpus (CC BY 4.0,) University of Edinburgh. https:/d/oiorg/01.784/8ds2/645.:_::419

  2. Aug 28

    EP55 : Nvidia's 108-Billion Guide, Warsh Speaks — Nova Ventures Daily

    Tursday was a one-name tape: Nvidia printed 96.2 billion,guided 0 8billion and put 70 percent on fiscal 0282, adding 546 billion of market cap —nearly all of the S-and-P's gain —while ten other sectors finished red. The panel scores Sunday's week calls: Marcus takes the win on the print, Ashley's 4.80 ten-year call stays live into Friday's close with the benchmark at 4.6.7 They sort Marvell's after-hours fade, the Salesforce-versus-Workday software split and Wednesday's sticky PCE, then turn to Fed Chair Kevin Warsh's first Jackson Hole keynote at 10 a.m. ET .The unresolved split is still duration versus demand: watch 48.0 against Nvidia at 220. —📊 Charts, notes, courses + the Nova Terminal: https://novaventures.us/links 📈Daily charts on Instagram: https://instagramc.omn/ovaventures_us 🐂Live takes all day on X :https://x.comN/ovaVenturesCEO aPnel voices synthesised from the CSTR VCTK Corpus (CC BY 4.0,) University of Edinburgh. https://doi.org/.01478/8ds2/654,,1

  3. Aug 23

    EP54 : PCE, Nvidia, Warsh's Jackson Hole Debut — Nova Ventures Daily

    Sday's Week Ahead panel sets the four-day collision: July PCE and Nvidia land Wednesday,then Fed Chair Kevin Warsh' first Jackson Hole keynote Friday, with Scott Bessent's Iran briefing first on Monday. Ashley wants the ten-year through 4.80 by Friday and treats sticky core, ninety-ollar oil, and a chair who dropped forward guidance as a live hike option. Marcus wants a 2-billion Nvidia print with a raise that holds Friday's close, arguing a 56 PMI means demand can live with duration The split stays open: watch 4.80 against 214 ,and whether Warsh talks like inflation is the constraint. — 📊Charts, notes, courses the Nova Terminal :https://novaventures.usl/inks📈 Daily charts on Instagram: https://nstagramcom/novaventures_us 🐂Live takes all day on X: https://x.com/NovaVenturesCEO Panel voices synthesised from the CSTR VCTK Corpus (CC BY 4.0),University of Edinburgh https//doi.org/10.7488/ds/2645:. . +.9

  4. Aug 22

    EP53 : 30-Year High, Walmart Gap, Gold Rips — Nova Ventures Daily

    The panel grades the week that snapped a three-week winning streak: the 0-year finished at .582% after Treasurys buyback bid lasted one session, Walmart dropped nine percent on a 2.%6 comp ,and gold ripped to a threem-onth high. Ashley takes call of the week on the 3-0year above 5.2 and owns miss of the week on gold under 4,530, while Marcuss BJs ticket OR paid and his Sunday Russell-records call did not. The consumer split crack versus substitution — stays open after BJs' printed in the hole between Walmart and Sam's, and the duration-versus-Walmart argument does not close because a Saturday needs a bow. —📊 Charts, notes ,courses the Nova Terminal: https://novaventures.us/links📈 Daily charts on Instagram: https://instagramcom/novaventures_us🐂 Live takes all day on X: https://x.com/NovaVenturesCEO P ael voices synthesised from the CSTR VCTK Corpus (CC BY 40), University of Edinburgh. https:/doiorg10.48/8ds/26457/./. . +—''5'3

  5. Aug 21

    EP52 : Walmart Cracks, Dow Drops 704 — Nova Ventures Daily

    Walmart beat, raised the year,and still had its worst session in four years, dropping nine percent and taking the Dow down 704as U..comps slowed to a six-ear low. Treasurys longe-nd buyback bid faded in one session, the 10y-ear finished 4.96% and 77,00 failed, while claims printed 260k and the Philly Fed jumped to 47.4 with prices paid easing. Ross Stores printed 01% traffic-led comps and jumped eight percent after hours, splitting the consumer from Walmart's ticket slowdown. The panel grades Wednesday's levels, keeps Ashley's 30-year and gold calls live into Fridays' close, and sets tonight's markers on the 1-0year BJ's Wholesale, and 7,460 into options expiration. —📊 Charts, notes, courses the Nova Terminal https://novaventures.us/links 📈 Daily charts on Instagram: https/:/instagram.comn/ovaventures_us 🐂 Live takes all day on X: https://xc.om/NovaVenturesCEO Pnel voices synthesised from the CSTR VCTK Corpus (CC BY 40.), University of Edinburgh. https://doi.org/10.7488/ds/2645 :+,'

  6. Aug 20

    EP51 : Bessent Caps Yields, Moderna Doubles, Chips Slide — Nova Ventures Daily

    The panel recaps Wednesdays thin bounce: Treasury doubled long-end buybacks the -0year cracked off a 1-9year high, and the S&P snapped a threeday slide at 7,078 on half volume while semiconductors kept making lower lows. Target printed 38.% comps and 3.%6 traffic —a loss for Ashley a win that takes Marcus to 15-11 — but tariff refunds, Lowes' DIY pressure, and a TJX beat-and-drop kept the consumer split open into this morning's Walmart print. Moderna more than doubled on Phase 3melanoma-vaccine data with Merck, hawkish July FOMC minutes said tightening is likely if inflation does not cool, and the table split over whether Scott Bessent's buybacks are a cap or a bandage. Claims, the Philly Fed, and Walmart's comps are the day's tiebreaks . —📊 Charts, notes courses +the Nova Terminal: https:/n/ovaventures.us/links📈 D aily charts on Instagram: https://instagram.com/novaventures_us 🐂 Live takes all day on X: https://x.com/NovaVenturesCEO P anel voices synthesised from the CSTR VCTK Corpus CC BY 4.)0, University of Edinburgh. https://doi.org107.48/8ds/2654/(,,-3,'

  7. Aug 19

    EP50 : S&P Breaks 7700, Depot Fades, Minutes — Nova Ventures Daily

    Nick, Ashley and Marcus recap a Tuesday session that knocked the SP through ,770 0and the Nasdaq down .1 3percent, with chips and neocloud names taking the punch as the 3-0year held near a 19-year high. Home Depot beat and reaffirmed guidance then faded a 2 percent premarket pop to close unchanged —a loss for Ashleys selloff call and a win that puts Marcus at 14-11. The panel leaves the ,7700 break unresolved heading into Target ,Lowes' and TJX this morning and the July FOMC minutes at p.m., with Brent still bid near 92 on a Hormuz standoff Washington and Tehran cannot even describe the same way. — 📊Charts notes, courses +the Nova Terminal: https:/n/ovaventures.us/links 📈Daily charts on Instagram: https//instagram.com/novaventures_us🐂 Live takes all day on X: https:/x/.com/NovaVenturesCEO P anel voices synthesised from the CSTR VCTK Corpus (CC BY 4.0) ,University of Edinburgh. https:/d/oi.org/1.04788/ds/6245:,2',&

  8. Aug 18

    EP49 : Hormuz Attack, Anthropic's Profit, Home Depot Cracks — Nova Ventures Daily

    Nick Ashley and Marcus are joined by energy analyst Sarah Mitchell after a tanker was struck inside the Strait of Hormuz and President Trump ruled out extending the Iran ceasefire ,sending oil higher and futures red. The panel recaps Monday's session — a narrow pullback led lower by yield-curve divergence even as chips and memory rallied on Anthropics first profitable quarter and a hundred-billion-dollar AWS deal —then digs into Fabrinet's after-hours beat and raise. They close on Home Depot's mixed print: a top- and bottom-line beat undercut by a soft comp and a stock sliding on the open, with Ashley and Marcus leaving the read on the American consumer genuinely unresolved heading into Wednesday's Target and Lowe's reports. Sarah, Ashley and Marcus each leave a concrete, checkable call for tomorrows show.— 📊Charts, notes, courses + the Nova Terminal: https/n/ovaventures.usl/inks 📈 Daily charts on Instagram :https://instagram.comn/ovaventuresu_s 🐂 Live takes all day on X: https:/x/.com/NovaVenturesCEO Panel voices synthesised from the CSTR VCTK Corpus (CC BY 4.0,) University of Edinburgh. https://doi.org/10.7848/ds/2654:'',

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Your daily markets briefing from Nova Ventures Research. Three hosts - James Carter, Eleanor Whitfield, and Marcus Brooks - recap the prior session and preview the day ahead, every morning at 5:00 AM ET.

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  • Creator
    Nova Ventures Research
  • Years Active
    2026
  • Episodes
    56
  • Rating
    Clean
  • Copyright
    © Nova Ventures Research
  • Show Website
    Nova Ventures Daily