Markets Eye Bessent, Warsh, Nvidia | Open Interest 8/24/2026
THE SO WHAT
Nvidia’s earnings sitting alongside macro speculation about Bessent and Warsh on a pre-market brief reflects how AI infra spend is now a macro variable, not just a tech story. If you’re planning multi-year AI capex, build scenarios that include both higher rates and higher GPU pricing — markets are already trading on that linkage.
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