2026-08-28：Nvidia's $700 Billion Forecast Masks a Looming Warsh-Bessent Collision: Fading the AI Gap Up

Nvidia just offered Wall Street a number that seems almost too large to model: fiscal 2028 revenue approaching $700 billion. But beneath the AI excitement, a far more complicated question is forming. What happens when Treasury Secretary Scott Bessent pushes long-term yields lower while newly installed Fed Chair Kevin Warsh may prefer tighter policy? With the VIX sitting at just 14.54, is the market quietly mispricing the risk around Jackson Hole? We also examine PayPal's abandoned $53 billion buyout, the technical levels now in play, and why Google's chart is flashing a very different signal from Nvidia's. The AI boom may be supply constrained, but can policy become the constraint that matters most? Read the full report: https://deepmarket.report/en/report/us_stocks/2026-08-28?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-us_stocks-en&utm_content=2026-08-28-en&utm_term=report_link