0825 | Nvidia's Hyperscaler Dependence Faces Big Test; Chip Stocks Rebound; Bessent's Bond Plan

Chip stocks led a higher close ahead of Nvidia's earnings as Treasury yields slipped and oil slid. The episode digs into the pressure on Nvidia to deliver more than a headline beat, the market impact of Treasury Secretary Bessent's bond buyback plan and its skeptics, and steep selloffs for Intuit and Dick's Sporting Goods on weak guidance. It also covers a 3% oil drop as the U.S. shifts to economic pressure on Iran, ongoing Ukrainian strikes on Russian fuel supply, and a revived "debasement trad Timeline: 00:00:00 Opening 00:00:31 Stocks Close Higher as Yields Slip and Oil Slides, Chips Lead Into Nvidia 00:01:13 Nvidia's Earnings Test: A Seven-Day Slide Meets Questions on Capital Deployment 00:01:54 'Bessent Put' Delivers a Long-Bond Squeeze — and a Chorus of Doubters 00:03:00 Guidance Shocks Hit Two Household Names: Intuit Slumps 11%, Dick's Falls 25% 00:03:22 Oil Drops 3% as Iran Pressure Turns Economic, While Ukraine Strikes Keep Hitting Russian Supply 00:04:18 Debasement Trade Revives: Gold Hits a 3-Month High, Bitcoin Tops $81,000 View episode details → https://bri.so/show/episode/01a03af0-ac79-75ba-ae4b-fcaba715dda0 This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. https://bri.so Contact us at [email protected].