Kyla Scanlon
speaker
1,192 appearances
8 recordings
5 series
first heard Nov 2025
last heard 11 Aug
Kyla Scanlon’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 8 in all, peaking in Jan 2026 with 3.
Appearances
cold, more or less.
And so markets are a little bit nervous because the entire AI story, therefore the entire stock market, therefore the entire economy depends on NVIDIA maintaining pretty impossible growth metrics.
NVIDIA just became so big so quickly and the U.S.
economy decided to design itself around AI.
You know, 40% of GDP growth is coming from AI build out.
And so NVIDIA, because of that, because of that concentration, because of the bet that the U.S.
economy is making on AI, they have become somewhat of a macro variable.
So you can kind of think of their earnings reports like you would a jobs report that we get from the BLS or an inflation report that we get
I do feel like 24 hours from now, right, we're going to be all over NVIDIA.
That's a big one.
After the bell today, all eyes will be on chip maker giant NVIDIA as it reports its third quarter results.
So earnings day for NVIDIA is a test of the AI narrative and is therefore a test of the U.S.
economy.
And that just is because we've spent so much money on data center CapEx.
So much money on, you know, these ships and these companies just building out continuously.
So that's what happened.
No, NVIDIA is such a big part of the S&P 500.
So it's almost 8% of the entire index.
Wow.
Yeah, it's huge.
Showing 1121–1140 of 1,192 · page 57 of 60
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