Episode

AI momentum, nuclear power and policy risks shape the outlook 8/27/26

Podcast: Morning Call
Published: Aug 27, 2026
Duration seconds: 2533
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Canonical source: https://www.cnbc.com
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Summary

Nvidia’s strong results and accelerating AI demand fuel optimism across tech as investors look for the next winners in software, cloud and cybersecurity. Plus, nuclear power gains momentum as the military and data centers seek reliable new energy sources. Later, AI regulation, job disruption, U.S. China competition, semiconductor tariffs and Jackson Hole keep investors focused on the risks ahead.