Nvidia Earnings and Jackson Hole Put Markets on Edge

Nvidia reports earnings as investors look for any sign that demand for AI chips is slowing or that the company’s financing role in the AI boom is becoming a bigger risk.In this episode of The Financial Exchange, Paul Lane and Marc Fandetti preview Nvidia’s earnings, why the company has become the center of the AI trade, and why any weakness in orders or guidance could rattle markets. They also discuss Kevin Warsh’s upcoming Jackson Hole speech, Scott Bessent’s Treasury bond buyback strategy, and why Marc argues that short term intervention cannot solve long term borrowing problems. Plus, Todd Lutsky joins for Ask Todd to explain last minute Medicaid planning, how homes and other assets are treated, and why strategy matters before writing a nursing home check.