2026-05-22：NVDA's $80B Buyback Signals Peak Hardware Growth, While SpaceX's Fast-Track IPO Threatens to Drain $80B in Passive Liquidity

Nvidia just posted an $81.6 billion revenue quarter, so why did the market focus on an $80 billion buyback instead of the AI boom? And why could SpaceX’s planned $1.75 trillion IPO quietly force nearly $23.7 billion of passive buying while draining liquidity from today’s tech giants? In this episode, DeepMarket follows the less obvious trail: Walmart’s shrinking basket sizes, Kevin Warsh’s hawkish Fed regime, sticky 3.8% inflation, and a bond chart that refuses to confirm the obvious macro fear. The biggest reveal may be that the market is not reacting to one headline, but to a subtle shift in liquidity, maturity, and consumer stress. Full report: https://deepmarket.report/en/report/us_stocks/2026-05-22