Live Roundups Editor's Desk Insights Executive Ops Weather About 🔍
Home › Business & Finance › Nvidia and Warsh Will Test a Stock Market That’s in Mid-Rotation
Business & Finance

Nvidia and Warsh Will Test a Stock Market That’s in Mid-Rotation

Bloomberg Markets Monday 24 August 2026, 06:15 UTC By Jan-Patrick Barnert 1 min read
Key Points

Nvidia and Warsh Will Test a Stock Market That’s in Mid-Rotation Two things are clear as stocks enter the most consequential week of summer: this market no longer trades on AI alone, and bond volatility has proved that catalysts are definitely not confined to the upside. That’s the setup for a pivotal end to August. On Wednesday, Nvidia Inc. reports in the closest thing the AI trade has to a quarterly referendum.

Nvidia and Warsh Will Test a Stock Market That’s in Mid-Rotation Two things are clear as stocks enter the most consequential week of summer: this market no longer trades on AI alone, and bond volatility has proved that catalysts are definitely not confined to the upside. That’s the setup for a pivotal end to August. On Wednesday, Nvidia Inc. reports in the closest thing the AI trade has to a quarterly referendum. And then Friday sees Kevin Warsh deliver his first Jackson Hole keynote as Federal Reserve chair, with debate swirling around the US Treasury’s campaign against a selloff in long-term bonds. The advertized topic of Warsh’s remarks, on payments innovation, doesn’t sound obviously market moving. But side notes are possible and so is the risk of over-interpreting a comment.
Nvidia (ORG) Warsh (ORG) AI (ORG) Nvidia Inc. (ORG) Kevin Warsh (PERSON) Jackson Hole (LOCATION) Federal Reserve (ORG) the US Treasury’s (ORG)
Originally published by Bloomberg Markets Read original →

Related Stories

Could one attack underwater disrupt the EU? Take our poll.

The next battlefield could be underwater. Every day, the cables, pipelines and shipping lanes crossing Europe's waters quietly power the global economy, carrying everything from internet traffic and financial transactions to energy and trade. Keeping them safe is becoming increasingly important.

Euronews 6m ago

UK couple 'retire' in early 30s and travel the world 'for £60 a day'

UK couple 'retire' in early 30s and travel the world 'for £60 a day' They left the UK earlier this year with their sons aged six and four A couple 'retired' by 33 and 32 ditched the UK to travel the world with their kids - spending just £60 a day. Ryan Blackley, 35, and wife Jess, 34, headed out to Chang Mai, Thailand, on February 24, 2026, with sons Noah, six, and Bodhi, four. They had travelled together back in 2016 before having children and say they knew their future would "lie outside...

Daily Mirror 28m ago

California Cancels Talks With Paramount Over Warner Bros. Merger

California’s attorney general, Rob Bonta, announced last month that he and 11 other state attorneys general would sue to block Paramount’s $111 billion acquisition of Warner Bros. Discovery.

New York Times 34m ago

European Stocks Steady as Investor Focus Shifts to Economic Data

European Stocks Steady as Investor Focus Shifts to Economic Data European stocks were subdued, with the macro outlook back in focus as traders looked to data for clues about the health of the region’s economy. The Stoxx 600 Index was little changed at 8:15 a.m. in London. The tech and healthcare sectors were the biggest laggards.

Bloomberg Markets 35m ago