The Minutes suggest that tariff inflation is no longer a pressing concern.

With power scarcity only intensifying over the next five years, IREN remains one of the cleanest ways to play the AI infrastructure supercycle.

Analysts expect NVDA to earn $1.25/share on sales of $54.9 billion. More importantly, they expect the company to forecast revenue of $61.44 billion for next quarter.

Plug Power fell more than 19% after announcing a $375 million convertible notes offering, fueling worries over dilution and cash pressures.

The Q3 2025 blended earnings growth estimate now stands at 6.9%.