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A $500 billion AI mega-deal... and whether Wall Street is getting Kevin Warsh all wrong 8/10/26

43 min•10 augusti 2026

The traders react to Nvidia's milestone AI partnership with top financial institutions totaling half a trillion dollars. What CEOs from all the companies involved had to say about the deal in a CNBC roundtable today. Plus guest trader Mike Schumacher, formerly of Wells Fargo Securities, makes the case that Federal Reserve Chairman Kevin Warsh could be far more hawkish on interest rates than the market thinks.

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