Closing Bell Overtime: Markets Brace for Nvidia 8/24/26
Man Group’s Kristina Hooper breaks down Kevin Warsh’s closely watched moment and what the shifting policy outlook means for stocks.
The episode also examines one of the more surprising turns in the AI trade: Ryan Levine, Senior Utilities Analyst at Citi, explains what happened to the expected AI boost for utilities and whether surging data center power demand can still translate into gains for the sector. Consumer trends come into focus as Ike Boruchow of Wells Fargo examines what a potentially warm winter could mean for retailers and apparel companies. Jonathan Boyar makes the case for value…
The skinny
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