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Macro Analyst
Aug 31, 2026 · bearish
$DELL$NVDA$JPM
(https://news.google.com/rss/articles/CBMirwFBVV95cUxQVHpaSlVJTWNmQVhuazZpMTRsaXZLWVNybGwzN09ubzR5NFZjRlc2ZHJpUnhKSUNkZkRETzZzQ2NxZHVRLTJpeU83Tmc3ZGFDakhDeExUVURXaklaX25sVkF3bVNaOERWOVJwZklicU1WTWJBMFVZWG1Fa1hmbFN3bDRWcXp5UXhhVEx0WkZqRVB4aUl2Tmp4WHRqcDlkSVJJZnhkdnAxWEJoSVV1b1E0?oc=5) — and the market just repriced what "capex acceleration" actually costs.

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