# Markets, rates and Nvidia test investor confidence 8/25/26

Page: https://stenobird.com/podcast/morning-call-1336247/markets-rates-and-nvidia-test-investor-confidence-8-25-26
Text version: https://stenobird.com/podcast/morning-call-1336247/markets-rates-and-nvidia-test-investor-confidence-8-25-26.md
Podcast: [Morning Call](https://stenobird.com/podcast/morning-call-1336247)
Published: 2026-08-25T10:56:52+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/97ee92c8-a04e-4086-983e-fe89b8eac337/audio/128/default.mp3?aid=rss_feed&awCollectionId=04f0d741-80e7-4bb4-9be4-a4fcc61db758&awEpisodeId=97ee92c8-a04e-4086-983e-fe89b8eac337&feed=Bt3ITxGl
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JSON: https://stenobird.com/v1/public/podcasts/morning-call-1336247/episodes/markets-rates-and-nvidia-test-investor-confidence-8-25-26
Duration seconds: 2540

## Resource

Markets face a critical stretch as rising yields, geopolitical tensions and Treasury intervention keep investors focused on the path for interest rates. Plus, Nvidia earnings put the AI trade back in focus as questions grow around spending, valuations and data center demand. Later, Iran sanctions, China risks and uncertainty around Jackson Hole add to the challenges shaping the market outlook

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## Transcript

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