Episode

The Nvidia Read-Through, Bond Market Headwinds, Government’s Quantum Leap 5/21/26

Podcast: The Exchange
Published: May 21, 2026
Duration seconds: 2644
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Canonical source: https://www.cnbc.com
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Summary

Nvidia’s earnings beat, stock buyback, and dividend hike not exciting Wall Street, but one chip subsector is seeing a boost. Greg Ip’s “dangerous brew that’s rattling bond markets.” And the CEO of D-Wave Quantum discusses the government’s new $100M stake.