EPISODE · May 21, 2026 · 23 MIN
Brief: $81.6 Billion and the Question It Cannot Answer
from Storyflo Daily
Nvidia posted $81.6 billion in quarterly revenue and guided $91 billion for Q2, beating every estimate on the tape. But the stock slipped 1% after hours, because the 30-year Treasury at 5.18% is asking whether the capex funding those revenues survives a cost of capital that has doubled in eighteen m
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Brief: $81.6 Billion and the Question It Cannot Answer
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