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JPMorgan Chase & Co.’s trading desk in a report said bumper earnings from Nvidia could fuel another bullish shift toward US stocks and overshadow recent hand-ringing about when the Federal Reserve will start cutting interest rates.

Stock-market investors were eagerly awaiting the Nvidia results, largely on hopes that it would rekindle the sentiment that helped drive last year’s rally.

(Bloomberg) -- Yet another bumper earnings readout from Nvidia Corp. may be all it takes to reignite Wall Street’s appetite for US stocks.Most Read from BloombergNvidia Rises Most in About Nine Months as AI Drives SalesT-Bills Without Tax Bills? This Fund Says It Cracked the CodeStocks Rally as AI Craze Sweeps Across the World: Markets WrapAT&T Outage Triggered by Company Work on Network ExpansionUS Lands on Moon in Historic Feat for Private SpacecraftJPMorgan Chase & Co.’s trading desk, led by

(Bloomberg) -- From one corner of JPMorgan Chase & Co., the bank’s stock-averse chief market strategist, Marko Kolanovic, has issued a consistent drumbeat of warnings about stretched technology valuations and the risk that high interest rates will stall the global economy.Most Read from BloombergTrump Denied Immunity in DC Election Case by Appeals CourtXi to Discuss China Stocks With Regulators as Rescue Bets BuildWall Street Snubs China for India in a Historic Markets Shift‘Money Dysmorphia’ Tr