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

Page: https://stenobird.com/podcast/morning-call-1336247/ai-momentum-nuclear-power-and-policy-risks-shape-the-outlook-8-27-26
Text version: https://stenobird.com/podcast/morning-call-1336247/ai-momentum-nuclear-power-and-policy-risks-shape-the-outlook-8-27-26.md
Podcast: [Morning Call](https://stenobird.com/podcast/morning-call-1336247)
Published: 2026-08-27T10:41:36+00:00
Episode link: https://www.cnbc.com
Audio file: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/04f0d741-80e7-4bb4-9be4-a4fcc61db758/episodes/438da219-15e0-4b3d-8a5c-846dcf052c35/audio/128/default.mp3?aid=rss_feed&awCollectionId=04f0d741-80e7-4bb4-9be4-a4fcc61db758&awEpisodeId=438da219-15e0-4b3d-8a5c-846dcf052c35&feed=Bt3ITxGl
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JSON: https://stenobird.com/v1/public/podcasts/morning-call-1336247/episodes/ai-momentum-nuclear-power-and-policy-risks-shape-the-outlook-8-27-26
Duration seconds: 2533

## Resource

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.

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## Transcript

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