Episode Details

NVIDIA delivered another major earnings report — but strong numbers aren't answering all of Wall Street's questions.

On this episode of ⁠Wayve Wire⁠, host Todd M. Schoenberger sits down with Wayve Capital CEO Joe Besecker and CIO Rhys Williams to examine what comes next for NVIDIA, the AI investment boom and a market increasingly being pulled between powerful earnings growth and growing economic and political uncertainty.

Joe remains confident in NVIDIA's long-term position as an AI winner, even as the stock's near-term direction becomes harder to predict. Rhys raises a different risk investors may be underestimating: growing political and public resistance to massive data-center development. Could concerns over electricity demand, water usage, infrastructure and local development eventually become a meaningful headwind for the AI buildout?

The conversation then turns to the Federal Reserve, inflation and interest rates, with Joe and Rhys questioning the reliability of some economic data and debating what policymakers may do as the next rate decision approaches.

But the risks don't stop at the U.S. border.

The Wayve Capital team also tackles U.S.-Canada trade tensions, tariffs and the economic consequences of escalating international disputes, before examining the Iran conflict and how geopolitical decisions could filter through oil, inflation, corporate profits and economic growth.

It's a wide-ranging conversation about a market where AI optimism is colliding with interest-rate uncertainty, trade tensions and geopolitical risk.

The NVIDIA earnings are out. Now investors have to figure out what actually matters next.

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