Why Nvidia’s earnings forecast for 2026 may be a key factor for Ukraine

• The U.S. Federal Reserve’s interest rate cuts, which will likely begin in 2026
• In the red-hot chip market, Alphabet, Samsung, and SK Hynix have been increasing their bets on chips and are betting on the future
• Rising inflation expectations are pushing bond yields higher

The Federal Reserve’s interest rate cuts are expected to be in the range of 3.5%–3.75%, with the cuts beginning in 2026. According to the statement, on June 18, the market was expecting that the Fed would cut rates, and the S&P 500 ended the day up 1.2%.

At the same time, the Fed also noted that the heads of the Fed are watching the dot plot closely, which is a key indicator of the Fed’s future interest rate decisions. The Fed expects inflation to fall, and that is why it is unlikely to cut rates quickly. In addition, the Summary of Economic Projections for investors suggests that the Fed will remain cautious about the timing of rate cuts.

Meanwhile, on June 30, the company’s report was published, which indicated that the company’s revenues will be stable over the next period. Alphabet, along with Samsung and SK Hynix, also reported strong results. The material also notes that the investment outlook for the coming months remains uncertain, and that this could affect the market for chips in Ukraine.

As The Guardian also noted, the U.S. is selling shares of SpaceX, and in this context the stock price may rise, which could be driven by financial instruments. However, it is also worth considering that the company’s results may be affected by the global situation, including the chip market. Forbes also reported that the U.S. chip industry could be among the top sectors for investment in Ukraine.

According to Forbes, the Fed’s interest rate cuts are expected to be in the range of 3.4%–4.1%. Meanwhile, the Fed’s forecast for the future is also being closely watched by investors, and this could influence the chip market.

Tags: USA/Economy/Technology/AI