‘Nvidia Crushed Everywhere.’ Can the Party Last?

英伟达全面击败对手。这场胜利能持续多久?

WSJ What’s News

2026-08-27

11 分钟
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单集简介 ...

A.M. Edition for Aug. 26. A bullish AI forecast from Nvidia lifts markets. And despite blockbuster growth and revenue forecasts, IG Markets’ Chris Beauchamp says Nvidia still has more room to run. Plus, Fed chairman Kevin Warsh has so far kept his views on interest rates to himself. But investors hope that’s about to change. And, WSJ’s Tripti Lahiri brings us the latest from the devastating floods in Nepal and China. Luke Vargas hosts.  Sign up for the WSJ’s free What’s News newsletter. 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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  • The bullish AI forecast from NVIDIA lifts markets.

  • We'll break down what its results mean for the larger AI trade.

  • Plus, Fed Chairman Kevin Warsh has so far kept his views on interest rates to himself,

  • though investors hope that's about to change.

  • He doesn't think it's the Fed's job to walk them through their next move.

  • But I think there's a lot riding on this speech in Jackson Hole because the general consensus

  • was that this sort of tight-lipped less is more strategy, It did not pay off.

  • We'll get the latest from the devastating floods in Nepal and China.

  • It's Thursday, August 27th.

  • I'm Luke Vargas for The Wall Street Journal.

  • And here is the AM edition of What's News, the top headlines and business stories moving your world today.

  • NVIDIA crushed everywhere.

  • That was the sentiment of one tech analyst after the world's most valuable company forecast

  • 70% revenue growth for 2028 and its latest earnings yesterday, far above the 45% growth expected.

  • Asian chip companies powering the AI build-out are broadly rising today following NVIDIA's results,