Week Ahead: Nvidia’s moment - Reuters Morning Bid

What this episode covers

Nvidia's earnings this week are expected to confirm the AI boom's momentum, but questions linger over whether hyperscalers can sustain their massive capital spending. Meanwhile, U.S. mortgage rates near 6.5% and 30-year Treasury yields topping 5% for the first time since 2007 are raising alarms that the rates market is flashing warnings that stock markets appear to be ignoring. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Frequently Asked Questions

How long is this episode of Reuters Morning Bid?

This episode is 8 minutes long.

When was this Reuters Morning Bid episode published?

This episode was published on May 17, 2026.

What is this episode about?

Nvidia's earnings this week are expected to confirm the AI boom's momentum, but questions linger over whether hyperscalers can sustain their massive capital spending. Meanwhile, U.S. mortgage rates near 6.5% and 30-year Treasury yields topping 5%...

Can I download this Reuters Morning Bid episode?

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