EPISODE · Feb 23, 2026 · 4 MIN
Nvidia’s Moment: Navigating Tariffs and the AI Power Shift
from The SPY Trader · host Manoj Sharma
Fresh news and strategies for traders. SPY Trader episode #1527. Host Penny Wiseman analyzes a highstakes week on Wall Street as markets face a tugofwar between Supreme Court rulings and new global tariffs. The episode explores the risks of stagflation, the disruption of cybersecurity by AI tools, and the surprising growth in utility stocks driven by data center energy demands. Wiseman provides strategic advice on hedging with gold and energy ahead of Nvidia's pivotal earnings report, which serves as a critical binary event for the S&P 500.
What this episode covers
Fresh news and strategies for traders. SPY Trader episode #1527. Host Penny Wiseman analyzes a highstakes week on Wall Street as markets face a tugofwar between Supreme Court rulings and new global tariffs. The episode explores the risks of stagflation, the disruption of cybersecurity by AI tools, and the surprising growth in utility stocks driven by data center energy demands. Wiseman provides strategic advice on hedging with gold and energy ahead of Nvidia's pivotal earnings report, which serves as a critical binary event for the S&P 500.
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Nvidia’s Moment: Navigating Tariffs and the AI Power Shift
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