Fast Money 8/26/26
Summary
Nvidia shares surged after CEO Jensen Huang confirmed 70% revenue growth for fiscal 2028, a significant beat driven by supply constraints and strong non-hyperscaler demand. The episode also covers Salesforce’s partnership with Anthropic, which boosted its stock by dispelling fears of AI disrupting SaaS models. Florida’s Attorney General explains why the state rejected Meta’s $17 billion social media settlement, arguing it is insufficient for child safety. Finally, analysts debate Nike’s persistent decline and Wendy’s drop following reports that Nelson Peltz has no plans to take the company …
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