NVDA CEO Vows No AI Slowdown as Markets Brace for Likely Fed Rate Hike

Bullish Gator

Markets price a >90% chance of a Fed rate increase; NVDA CEO Jensen Huang pledges no AI slowdown. Analyst Kevin Hincks eyes implications for rates and crude oil.

Editorial companion

What stands out

Markets went into Wednesday pricing better-than-90 percent odds of a Federal Open Market Committee (FOMC) rate increase, and Jensen Huang used that moment to vow there will be no AI slowdown. That juxtaposition matters because it compresses two powerful narratives: a macro tightening that punishes long-duration tech and an individual company compounding profits at breakneck speed. Schwab Network highlighted the tension, which is exactly the kind of moment where investors have to choose between riding secular growth and managing higher short-term volatility.