The Stock Market Is Stuck Between Good Earnings and Bad Data. What Now? - Barron's

1. Strong corporate earnings are driving stocks, including NVDA, higher. 2. Economic data indicates a potential recession, creating market tensions. 3. Major companies, like NVDA, have reported strong second-quarter results. 4. Market risks include tariff impacts against robust AI-driven corporate profits. 5. August and September historically show negative returns, but NVDA may offset this.