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

Page: https://stenobird.com/podcast/the-exchange-431205/not-hot-on-nvidia-public-offering-parade-hundred-point-hike-5-20-26
Text version: https://stenobird.com/podcast/the-exchange-431205/not-hot-on-nvidia-public-offering-parade-hundred-point-hike-5-20-26.md
Podcast: [The Exchange](https://stenobird.com/podcast/the-exchange-431205)
Published: 2026-05-20T18:27:47+00:00
Episode link: https://www.cnbc.com
Audio file: 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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JSON: https://stenobird.com/v1/public/podcasts/the-exchange-431205/episodes/not-hot-on-nvidia-public-offering-parade-hundred-point-hike-5-20-26
Duration seconds: 2623

## Resource

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.

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## Transcript

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