Thursday, August 27, 2026. The tape runs through $NVDA's quarter, Jackson Hole with Warsh up next, and Anthropic's $45B Nvidia lease despite its $AMD bet.

Fox flags an unexpected price surge most Americans don't see, raising the stakes for Trump before November—watch whether it becomes a CPI problem or just a political one. Dollar flat after data as focus shifts to Jackson Hole; Warsh's speech is the next catalyst. KXFED prices 20.5% odds the upper bound is above 3.75% at the July 29 Fed meeting, so rates traders are not priced for a cut. $NVDA declared a $0.25 dividend and Q2 adjusted EPS/revenue rose, but it reset margin outlook—premarket jump then the hard part. Margins, not just the beat, drive the next leg. Anthropic bet tens of billions on $AMD, then a month later signs a $45B $NVDA-powered lease—good signal for Nvidia's ecosystem, bad signal for AMD's near-term AI share. Azio AI expands its $NVDA GPU deal with Power Champion; pipeline hits $307M. Also in play: $AAPL $MSFT $AVGO $MU—AI infrastructure demand is broadening beyond the mega-caps. Kalshi and The Weather Company join forces on weather contracts—another push into eve

Fox flags an unexpected price surge most Americans don't see, raising the stakes for Trump before November—watch whether it becomes a CPI problem or just a political one.