Waller's 'Give Disinflation a Chance' Sparks Rally as Nvidia Buys Hugging Face for $13B

Fed Governor Waller signals a possible September pause, sending stocks up and yields down; Nvidia agrees to buy Hugging Face for $12.9 billion; Broadcom's blowout AI numbers still weren't enough for the Street; and oil climbs on Middle East tensions without derailing the bond rally. In this episode: • Fed Governor Waller signals potential pause on rate hikes, boosting stocks and easing Treasury yields — https://finance.yahoo.com/markets/live/stock-market-today-thursday-september-3-dow-sp-500-nasdaq-futures-081525933.html • Nvidia to acquire AI platform Hugging Face for $13 billion — https://finance.yahoo.com/markets/live/stock-market-today-thursday-september-3-dow-sp-500-nasdaq-futures-081525933.html • Broadcom stock falls despite earnings beat, as AI revenue forecast fails to meet lofty expectations — https://finance.yahoo.com/markets/live/stock-market-today-thursday-september-3-dow-sp-500-nasdaq-futures-081525933.html • Oil prices climb as Middle East tensions escalate, but yields still fall — https://www.local10.com/business/2026/09/03/us-stocks-open-higher-while-oil-prices-continue-to-climb/