EPISODE · Feb 26, 2026 · 14 MIN
Not Good Enough?
from NAB Morning Call
Friday 27th February 2026NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABNAB’s Gavin Friend joins Phil to talk about the curious response to NVIDIA’s 94% profit surge, which wasn’t enough to satisfy demanding investors, even though it beat expectations. The US continues to build up its military hardware in the Middle East as US-Iran talks in Geneva head nowhere, keeping oil prices on edge. Closer to home, they discuss the latest Aussie Capex data — highlighting a boom in data centres and renewable energy investment — while checking the speed of the economic recovery in New Zealand. Hosted on Acast. See acast.com/privacy for more information.
What this episode covers
Friday 27th February 2026NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABNAB’s Gavin Friend joins Phil to talk about the curious response to NVIDIA’s 94% profit surge, which wasn’t enough to satisfy demanding investors, even though it beat expectations. The US continues to build up its military hardware in the Middle East as US-Iran talks in Geneva head nowhere, keeping oil prices on edge. Closer to home, they discuss the latest Aussie Capex data — highlighting a boom in data centres and renewable energy investment — while checking the speed of the economic recovery in New Zealand. Hosted on Acast. See acast.com/privacy for more information.
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Not Good Enough?
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