Show Notes
Guy Adami and Dan Nathan open by recounting a fan’s Guy-themed T-shirt sighting on CNBC’s Fast Money, then discuss Fed Chair Kevin Warsh’s Jackson Hole remarks as largely status quo, with the S&P 500 near all-time highs and the VIX around 14 despite potential catalysts like the August jobs report. They argue markets appear complacent ahead of midterms and cite historical midterm drawdowns, while noting election-related tensions, Canada trade friction, and Russia/NATO risks as possible volatility drivers. The hosts highlight a widening disconnect between strong equities and weakening consumer signals seen in recent retail earnings, alongside rising delinquency rates and persistent inflation pressures. They review key earnings and themes: Nvidia’s extraordinary growth but complex circular AI financing relationships and competitive chip efforts, Salesforce’s sharp rally and software rebound, and previews of Dell and Broadcom amid hardware and TPU demand dynamics, before plugging an interview with Imran Khan.
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