# Nvidia, inflation and Fed policy shape the market outlook 8/26/26

Page: https://stenobird.com/podcast/morning-call-1336247/nvidia-inflation-and-fed-policy-shape-the-market-outlook-8-26-26
Text version: https://stenobird.com/podcast/morning-call-1336247/nvidia-inflation-and-fed-policy-shape-the-market-outlook-8-26-26.md
Podcast: [Morning Call](https://stenobird.com/podcast/morning-call-1336247)
Published: 2026-08-26T10:50:01+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/6635d063-bd90-4df0-af7f-6a2456d5ad87/audio/128/default.mp3?aid=rss_feed&awCollectionId=04f0d741-80e7-4bb4-9be4-a4fcc61db758&awEpisodeId=6635d063-bd90-4df0-af7f-6a2456d5ad87&feed=Bt3ITxGl
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JSON: https://stenobird.com/v1/public/podcasts/morning-call-1336247/episodes/nvidia-inflation-and-fed-policy-shape-the-market-outlook-8-26-26
Duration seconds: 2428

## Resource

Markets are watching Nvidia earnings as AI demand and data center spending keep tech in focus. Plus, Target, Starbucks and Nike test whether experienced leaders can deliver successful turnarounds. Later, PCE inflation, interest rates and Fed policy keep investors focused on the next move for markets.

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## Transcript

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