Episode
AI Stocks, NVIDIA Earnings & the Bond Market
- Published
- Mar 2, 2026
- Duration seconds
- 463
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/protect-your-assets-market-briefing-5291628/episodes/ai-stocks-nvidia-earnings-the-bond-market/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/protect-your-assets-market-briefing-5291628/ai-stocks-nvidia-earnings-the-bond-market.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
AI stocks continue to drive market volatility as NVIDIA earnings spark debate over growth, valuations, and capital spending. Meanwhile, the bond market and yield curve are sending important signals with the 10-year Treasury yield near 4%. In this market briefing, David Hollander breaks down what’s happening beneath the surface of the S&P 500, why AI sentiment is split between optimism and skepticism, and what the bond market may be predicting about the economy and interest rates. Catch up on past episodes: http://pyaradio.com Liberty Group website: https://libertygroupllc.com/ Attend an event: www.pyaevents.com Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/