Nvidia Beats Wall Street Estimates as AI Demand Drives $108 Billion Revenue Outlook

Dallas Fed economists estimate that tokenized deposits could reduce U.S. banks’ capacity to absorb long-term interest-rate risk by about $700 billion if depositors become more rate-sensitive. The concern is that programmable deposits, instant settlement and AI agents could make bank funding less stable and more expensive.

The US dollar remained close to familiar levels after July inflation data matched consensus across headline and core measures. Softer jobs data and another decline in inflation have pushed more hawkish Federal Reserve expectations out of immediate focus.

WTI crude oil has fallen sharply over the past three days as market participants reassess the risk of near-term military escalation in the Middle East. Technical traders are focused on whether prices can hold below $81.000, with support near $80.550 and a lower target at $78.800.