AI momentum, nuclear power and policy risks shape the outlook 8/27/26

Nvidia’s strong results and accelerating AI demand fuel optimism across tech as investors look for the next winners in software, cloud and cybersecurity. Plus, nuclear power gains momentum as the military and data centers seek reliable new energy sources. Later, AI regulation, job disruption, U.S. China competition, semiconductor tariffs and Jackson Hole keep investors focused on the risks ahead. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.