Nvidia Earnings, Oil & Bonds, Trump & Xi Meeting, & Berkshire Moves: TWSS 29 - 5.18.2026

Episode 29 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. The market is charging ahead, and AI infrastructure is leading the pack. This week, all eyes are on NVIDIA’s Q1 2026 earnings as it fights Alphabet to keep its top spot in the S&P 500. With Wall Street targeting a massive 80% revenue growth ($77-79B), will AI data center demand fuel another massive beat? We also dive into crude oil hovering around $100/barrel, rising bond yields, a surprising data center construction ban in Texas, and the strong correlation between Mag-7 Capex and NVIDIA’s revenue.

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This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.