EPISODE · Aug 26, 2026 · 3 MIN
Aug 27 — Nvidia surges, Meta settles, and a CIA trip to Moscow
• Nvidia guided for roughly 70% revenue growth in fiscal 2028, backed by a 2M GPU Amazon order — reaffirming AI capex as the engine of the equity rally. • Meta agreed to an $18B settlement over children's social media addiction lawsuits — one of the largest tech settlements ever, setting a steep liability precedent for platforms. • The CIA director held direct talks with Russian intelligence counterparts in Moscow — rare back-channel contact that hints at quiet diplomacy on Ukraine with potential market ripple effects.
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Aug 27 — Nvidia surges, Meta settles, and a CIA trip to Moscow
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