Nvidia's Blowout Quarter; Investors Gauge Jackson Hole
Summary
Nvidia shares surged after the chipmaker issued a bullish fiscal 2028 outlook, projecting 70% revenue growth driven by supply constraints rather than weak AI demand. Salesforce and CrowdStrike also posted strong pre-market gains on robust earnings and AI-related partnerships. The episode covers Fed Chair Kevin Warsh's upcoming Jackson Hole speech, ongoing legal battles involving Fed Governor Lisa Cook, and escalating geopolitical tensions in the Middle East and Ukraine. Additional stories include the US-Canada trade war, Meta's $18 billion settlement regarding teen users, and a deadly glaci…
Topics discussed
Sponsorships: ChatGPT, Optum, Global Payments
Nvidia earnings and AI spending outlook
Jackson Hole symposium and Fed Chair speech
Fed Governor Lisa Cook legal battle
Strait of Hormuz tensions and Iran sanctions
Russia-Ukraine war escalation and negotiations
US-Canada trade war and tariff disputes
Meta settlement and NY hate speech law ruling
Nepal-China border floods and missing persons
Lindsay Clancy murder trial closing arguments
Tributes for actor Tim Curry
Sports update: Golf, NFL, and Pro Bowl
Sponsorships: IBM, Just Food for Dogs, Bloomberg Tech
Nvidia deep dive: Supply constraints and margins
Show promotion and closing sponsorships
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