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Altius Minerals Corporation (ALS:CA) Q2 2026 Earnings Call Transcript
The CNBC Business News Update with Jessica Ettinger features market numbers & news with CNBC expert analysis and sound from top business names. Updated throughout the business day.
Analysts have persistently underestimated Big Tech AI spending, with guided 2026 spending now over 150% higher than initial estimates. JP Morgan and Goldman Sachs are now forecasting AI capex of $1 trillion or more in 2027, and trillions more in the coming years.
Nvidia Corporation (NVDA) faces a pivotal debate on GPU depreciation, with CEO Jensen Huang advocating longer useful lives versus Michael Burry's shorter timeline. NVDA's move to establish compute financing platforms, backed by major institutional lenders, aims to mobilize $500B+ into AI infrastructure and expand financing capacity.
The share of loans transitioning into serious delinquency has been stabilizing even though the overall pile has been growing, New York Fed says.
U.S. consumers took out a record amount in auto loans in the second quarter and boosted their credit card and home equity balances as well, the New York Fed said in its latest household debt and credit report on Tuesday.
Traders await Wednesday's CPI report. Nvidia shares rise after unprecedented financing engine. Super Micro Computer to report after the bell.
Andrew Peller Limited (ADW.A:CA) Shareholder/Analyst Call Prepared Remarks Transcript
Some investors are worried that this AI-powered bull market might be getting a little long in the tooth as it approaches its fourth birthday.
Organigram Global Inc. (OGI:CA) Q3 2026 Earnings Call Transcript
U.S. equity markets rebounded strongly this week, with gains led by technology and growth-oriented sectors. The NASDAQ 100 ETF rose 5.09%, while the S&P 500 ETF gained 3.54%, supported by a sharp 7.20% advance in Technology.
Looking ahead to Wednesday's CPI, Liz Ann Sonders of @CharlesSchwab walks investors through her expectations of headline numbers and how they will "move the needle" on the Fed's interest rate outlook. When it comes to earnings, she warns of traders "sniffing out" weakness and punishing stocks that don't meet a bar constantly being raised.
The market is exhibiting extreme 'irrational exuberance,' with record margin debt, bullish sentiment, and minimal insider buying. Tech giants like Alphabet (GOOG) have shifted from asset-light, high free cash flow models to heavy capex, negative free cash flow, and large debt issuance.
Wall Street opened in the green on Tuesday as investors welcomed signs of potential progress toward easing tensions in the Middle East while turning their attention to a crucial week of US inflation data that could shape expectations for Federal Reserve policy. The Dow Jones Industrial Average rose about 101 points, while the S&P 500 gained 0.05%.
Existing home sales were down 1.7% over the previous month, and the median home price rose to $434,100, a near record high.
