May 21, 2026

The Nvidia Read-Through, Bond Market Headwinds, Government’s Quantum Leap 5/21/26

Nvidia’s earnings beat, stock buyback, and dividend hike not exciting Wall Street, but one chip subsector is seeing a boost. Greg Ip’s “dangerous brew that’s rattling bond markets.” And the CEO of D-Wave Quantum discusses the government’s new $100M stake.

Also available on Apple Podcasts ↗