Nvidia's Hot Outlook, the Fed's Rate-Hike Flip, and Big Tech's AI Revenue Reckoning

About this episode

Nvidia AI chip demand signals strong Q3/Q4, Fed rate-hike odds surge to 58% ahead of September FOMC, Big Tech earnings confirm AI revenue surge amid $725B capex debate

Chapters

Sources & Citations

Kevin Warsh sharpens inflation warning at Jackson Hole, signaling possible rate hike

www.cnbc.com

Treasury yields tread water ahead of Warsh's Jackson Hole speech (CME hike odds surge to 57.5%)

www.cnbc.com

FOMC Minutes, July 29, 2026 — Officials saw need for rate hike if inflation doesn't cool

www.cnbc.com

August CPI Report 2026: The Fed's Dilemma as Inflation Hits 3.4%

intellectia.ai

Microsoft Cloud and AI Strength Fuels Fourth Quarter Results

news.microsoft.com

Alphabet Q2 2026 Earnings Recap: Cloud Surges 82% But Record Spending Rattles Investors

tickeron.com

Alphabet Earnings Takeaways: Q2 Revenue Beats, GOOGL Stock Sinks on Capex Hike

www.cnbc.com

Big Tech Q2 2026 Earnings and the AI Capex Question

www.ig.com