Rodrigo Santos Andrade share

Nvidia’s moment | Morning Bid

visibility comment0 event May 17, 2026 timer 07:00

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Nvidia’s earnings this week are expected to confirm the AI boom’s momentum, but questions linger over whether hyperscalers can sustain their massive capital spending. Meanwhile, U.S. mortgage rates near 6.5% and 30-year Treasury yields topping 5% for the first time since 2007 are raising alarms that the rates market is flashing warnings the stock markets appear to be ignoring.

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