# NVIDIA delivers fuelling the AI trade

Page: https://stenobird.com/podcast/moving-markets-5478198/nvidia-delivers-fuelling-the-ai-trade
Text version: https://stenobird.com/podcast/moving-markets-5478198/nvidia-delivers-fuelling-the-ai-trade.md
Podcast: [Moving Markets](https://stenobird.com/podcast/moving-markets-5478198)
Published: 2026-08-27T06:48:01+00:00
Episode link: https://share.transistor.fm/s/beacbaad
Audio file: https://media.transistor.fm/beacbaad/93076f11.mp3
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JSON: https://stenobird.com/v1/public/podcasts/moving-markets-5478198/episodes/nvidia-delivers-fuelling-the-ai-trade
Duration seconds: 655

## Resource

Markets traded largely sideways ahead of the earnings release from NVIDIA, the world’s most valuable company by market capitalisation. After the US market close, the company once again exceeded expectations, delivering stronger-than-anticipated guidance and sending its shares more than 4% higher in after-hours trading. Elsewhere, US inflation data came in slightly above forecasts, prompting a modest rise in Treasury yields. In today’s episode, we welcome Carsten Menke, Head of Next Generation Research, to discuss the outlook for the copper market, the key forces shaping supply and demand, and where prices could be heading next. (00:00) - Introduction: Helen Freer, Product & Investment Content (00:28) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content (05:47) - Copper: Carsten Menke, Head of Next Generation Research (10:03) - Closing remarks: Helen Freer, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

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## Transcript

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