The Nvidia Read-Through, Bond Market Headwinds, Government’s Quantum Leap 5/21/26

May 21
44 mins

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Episode Description

Nvidia’s earnings beat, stock buyback, and dividend hike not exciting Wall Street, but one chip subsector is seeing a boost. Greg Ip’s “dangerous brew that’s rattling bond markets.” And the CEO of D-Wave Quantum discusses the government’s new $100M stake. 


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