Nvidia's growth gamble
About this episode
The episode discusses Nvidia's recent growth and its implications for the AI market, alongside economic pressures from inflation data and oil price movements.
Wall Street rewarded Nvidia after another blockbuster quarter and a bold 2027 growth forecast adding fresh fuel to the AI boom. Investors are watching Jackson Hole after fresh PCE inflation data kept pressure on the Federal Reserve. Plus, oil prices fell as markets bet diplomacy could ease disruptions around the Strait of Hormuz. 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. Today's recommended read: Monetarist resurrection, or timely rethink of inflation targeting? by Mike Dolan Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest. Produced by Eliza Davis Beard and Abisoye Osundairo. Sound engineering and music by Sebastian and Josh Sommer. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
People in this episode
Hosts: Eliza Davis Beard, Abisoye Osundairo
Topics covered
- Nvidia
- AI boom
- inflation
- Federal Reserve
- oil prices
- market analysis
Keywords
- Nvidia
- AI
- inflation
- Federal Reserve
- oil prices
- Jackson Hole
- market analysis
Mentioned in this episode
Organizations: Nvidia, Federal Reserve, Reuters
Places: Jackson Hole, Strait of Hormuz
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