Nasdaq futures surge 300 points: 5 things to know before Wall Street opens

Impact · against what's priced in

The reported revenue growth and outlook revisions for NVDA, CRM, and CRWD are catalysts because the market has been pricing in extreme pessimism or aggressive acceleration that these results now validate. NVDA's 70% growth projection specifically breaks the market's assumption of a steep deceleration to 18.4%.

NVDA+0.80

Challenges what's priced in

The price assumes

Sustained Data Center hypergrowth beyond the 18.4% compound annual rate