The Open Bell — Ep. 047 — 26 Aug 2026

Today on The Open Bell: Nvidia just reported $93 billion in a single quarter, roughly 95% more than a year ago, and then told investors to expect even more, which raises a genuine question: at what point does "AI demand" stop being a growth story and start being a test of whether anything in the economy can actually absorb this much money moving in one direction. Oil slipped below $85 a barrel after US Treasury Secretary Scott Bessent signalled real progress on easing sanctions against Iran, and if that deal closes and 700,000 extra barrels a day hit the market, you'll feel it at the petrol pump before the month is out. Australia's inflation rate just dropped to 3.5%, the lowest in eighteen months, and mortgage holders across the country are now watching the Reserve Bank of Australia very closely ahead of its September meeting, because that number is close enough to the target that a rate cut is no longer just a hope. If today's episode was worth your commute, a five-star rating on Apple Podcasts or Spotify helps the next listener find us. Hosted by Alex Monroe. New episodes every weekday morning at theopenbell.co Not investment advice. For informational purposes only. --- Chapters: 00:00 Introduction 00:13 Nvidia Q2 Revenue Surges ~95% YoY; AI Chip Demand Sets New R 03:01 Oil Slides Below $85 as US-Iran Sanctions Deal Signals Progr 05:34 Australia July CPI Slows to 3.5%, Lifting RBA Rate-Cut Hopes 07:37 Closing thoughtsSupport the show