Nvidia’s Moment: Navigating Tariffs and the AI Power Shift

Episode 1527 of the The SPY Trader podcast, hosted by Manoj Sharma, titled "Nvidia’s Moment: Navigating Tariffs and the AI Power Shift" was published on February 23, 2026 and runs 4 minutes.

February 23, 2026 ·4m · The SPY Trader

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Summary

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.

Episode Description

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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