Daily Edition
Morning Brief — August 27, 2026
Nvidia's blowout results confirmed the AI infrastructure boom is real physical capex, lifting the bull case; sticky inflation (PCE 3.7%) and slow GDP (1.5%) remain the counterweight. Base 55%, Bull 30%, Bear 15%.
Morning Brief — August 27, 2026
Nvidia's blowout results confirmed the AI infrastructure boom is real physical capex, lifting the bull case; sticky inflation (PCE 3.7%) and slow GDP (1.5%) remain the counterweight. Base 55%, Bull 30%, Bear 15%.