Nvidia’s Security Push, Consumer Conundrum, and the Diesel Divide 9/28/26

英伟达的安全倡议,消费者难题与柴油分裂问题 9/28/26

The Exchange

2026-09-29

43 分钟
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Nvidia launches an AI security platform to contain AI agents. Bank of America says the consumer spending is still growing, but buyers are getting choosier. Plus, why a diesel export ban could push gas prices even higher.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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  • This episode is brought to you by Schwab Market Update, an original podcast from Charles Schwab.

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  • Thank you very much, Scott.

  • We are watching oil, the 10-year and shares of NVIDIA this afternoon.

  • The company announcing a record buyback and a platform to rein in AI agents.

  • I'm Kelly Evans and welcome to the exchange.

  • You can see pressure across the board there for stocks

  • of down about half a percent as we see more upward pressure with Treasury yields today.

  • The 10-year at 525. I just can't get over it.

  • The 30-year, 557. The two-year, 492. We're getting a bit of a bounce,

  • though, in the past half hour as oil turns lower on reports