The earnings from Nvidia came in better than expected as did the revenues and even the guidance but investors side not the delay in the Blackwell and perhaps hopes for more, took the stock down in after-hour trading (the stock was trading near $117-118 in after hours trading after closing at $125.61). That has Asian shares stepping lower with the Japan Nikkei down -0.39%, China’s Shanghai Composite down -0.60%, Hang Seng index down -0.76%, and the S&P/ASX200 index down -0.39%.
What did not help in Australia is the Capital expenditure data for Q2 which came in much weaker than expected at…