Not investment advice. Capital at risk. Views are those of the presenter and do not represent the views of IG. Nvidia's earnings tonight land on the eve of a subject dominating the Financial Times, circular funding. On this episode of The Long and Short of It, Rich McDonald and Piers Buckworth break down how hyperscaler CapEx, chip investments and accounting timing are inflating S&P 500 earnings estimates, and ask when the bust could come. They also cover Nike's struggles, the retail slowdown hitting Walmart and Dick's Sporting Goods, and why bond yields around Jackson Hole matter more than most investors realise. š Catch more market commentary and insights on our channel. Subscribe āŗ https://www.youtube.com/@iguk_official?sub_confirmation=1 Find out more: https://upl.inc/k4gg8x Your capital is at risk. 69% of retail investors lose money when trading CFDs with this provider. You should consider whether you can afford to take the high risk of losing your money. #Nvidia #AIStocks #StockMarket #SP500 #Investing #MarketOutlook