Episode

Not Hot on Nvidia, Public Offering Parade & Hundred-Point Hike? 5/20/26

Podcast: The Exchange
Published: May 20, 2026
Duration seconds: 2623
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Canonical source: https://www.cnbc.com
Audio: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/6238655f-ae42-419d-a14c-edccbf577d8e/episodes/134a2dcc-e934-4201-a570-2e9570ee895b/audio/128/default.mp3?aid=rss_feed&awCollectionId=6238655f-ae42-419d-a14c-edccbf577d8e&awEpisodeId=134a2dcc-e934-4201-a570-2e9570ee895b&feed=tc4zxWgX
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Markdown: /podcast/the-exchange-431205/not-hot-on-nvidia-public-offering-parade-hundred-point-hike-5-20-26.md

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Summary

Nvidia reports after the bell, but our portfolio manager sees better opportunities in semis. Wall Street readying for both SpaceX and OpenAI to file for IPOs this week. Plus, why the Fed may have to hike rates by at least 100 basis points.