Episode
Evening Market Recap - Monday, 24-Aug
- Podcast
- FactSet Evening Market Recap
- Published
- Aug 24, 2026
- Duration seconds
- 361
- Processing state
not_requested- Canonical source
- https://www.factset.com/podcasts
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Summary
US equities were mostly lower in Monday afternoon trading, though somewhat in waiting mode for key catalysts ahead (including Nvidia earnings and Warsh's Jackson Hole speech). Momentum was the notable drag with memory and semis both down. The AI narrative was busy with a number of recent headlines, including Nvidia price hikes driven by memory surge, Deepseek and OpenAI price cuts, and rising AI-linked CDS.