Episode Details

Nvidia's blockbuster earnings are widely anticipated, but with the stock already up around 20% this year and the bar set sky-high, markets are bracing for volatility either way. All of this plays out against a backdrop of U.S. inflation potentially heading above 4%, rising bond yields, and a looming potential strike at Samsung that raises fresh questions about labor's place in the AI economy.

Today’s recommended read: Bond yields may finally be baking in an AI world, Mike Dolan

Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest

Read more from Amanda Cooper and Anna Szymanski

Produced by Eliza Davis Beard, Ethan Plotkin and Abisoye Adelusi

Sound engineering and music by Sebastian and Josh Sommer

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