The US stock market is improving, but inflation data raises concerns

• Nasdaq showed a record increase of 3.9% over the week
• Nvidia and AMD agreed to share 15% of their chip sales revenue for AI with the US government
• Inflation data may impact interest rates

On August 11, 2025, the US stock market reported mixed results. Major indexes closed lower due to investor concerns regarding inflation data, which is expected to be published this week. It is anticipated that the report on consumer inflation for July, which will be released in the upcoming week, will help assess the prospects for interest rates.

Despite the decline, Nasdaq reported a record increase of 3.9% over the week, closing at its highest level. The S&P 500 and Dow Jones Industrial Average also recorded gains, although on Monday these indexes closed lower. For the S&P 500, this decline amounted to 0.25%, while for Dow Jones it was 0.45%.

A significant piece of news is the agreement between Nvidia and Advanced Micro Devices, which agreed to share 15% of their chip sales revenue for AI with the US government. This move raised concerns about the potential impact on the revenues of chip manufacturers and possible new tariffs on exports.

At the same time, President Donald Trump signed an order to extend the pause on increased tariffs on Chinese imported goods for another 90 days. This decision is part of an agreement signed earlier this year between Washington and Beijing.

In light of these events, analysts note that the inflation data may influence the Federal Reserve's decisions regarding lowering interest rates, as investors expect a decrease in rates by 60 basis points by December.

Tags: USA/Economy