AI Disruption, NVIDIA Earnings & U.S. Inflation Data - Top 3 This Week episode artwork

EPISODE · Feb 19, 2026 · 15 MIN

AI Disruption, NVIDIA Earnings & U.S. Inflation Data - Top 3 This Week

from The Allan Small Financial Show · host Allan Small

In this episode of the Allan Small Financial Show, we break down the Top 3 market-moving themes investors need to focus on right now. 1. AI disruption spreads beyond tech – Software stocks are down nearly 29%, and AI fears are now impacting financial services, commercial real estate, and even trucking. Is this temporary volatility or a structural shift? 2. NVIDIA earnings (Feb 25) – As the largest company in the world and a major S&P 500 component, NVIDIA's results could set the tone for markets. Are AI spending trends sustainable? 3. U.S. Inflation & Q4 GDP data – PCE inflation and GDP numbers could influence Federal Reserve rate decisions and move equities, the U.S. dollar, and gold. Before making portfolio decisions, understand how AI, earnings season, and macroeconomic data are shaping market volatility.

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AI Disruption, NVIDIA Earnings & U.S. Inflation Data - Top 3 This Week

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