Warsh Will Impact Without Delivering: 3-Minutes MLIV

From a market perspective. We are posting Nvidia turning to Jackson Hole, of course. Anything you want to take stock of when it comes to the Nvidia numbers and the impact on the wider market.The underscoring of the the intact nature of the AI build out. What does it mean for global asset allocation, do you think. I think that's obsolete.And it emphasized that we are still in the AI CapEx inflation stage. It's good for chip names. It is it is good for the overall AI theme for now. Um, Nvidia is the the bank ...