Note sull'episodio
BLUE COLLAR AND BOUJIE — AFTER THE BELL
Monday, August 24, 2026
In 1995, Windows 95 turned Microsoft from a software supplier into the layer everyone else had to build around. Thirty-one years later, Nvidia tried the same move — and the market sold the chip company anyway.
THE SESSION
A genuinely mixed day: the Dow edged up while the S&P and Nasdaq slipped, dragged down almost entirely by semiconductors and AI hardware. Yields eased, oil dropped sharply after Iran sanctions landed softer than the market had priced in, and the VIX ticked higher without anything close to disorder.
THE MOVERS
A trade-policy story split the tape in two. Steelmakers — Cleveland-Cliffs, Steel Dynamics, Nucor — rallied on the collapse of US-Canada trade talks, while J.B. Hunt, Ford, and GM fell on the threat of 50% tariffs on Canadian autos. Same dispute, opposite sides of the invoice. Visa quietly pushed toward a record close.
THE DEEP DIVE
Nvidia unveiled its new Groq 3 LPX accelerator — four times faster than its nearest alternative — and fell nearly 3% anyway. The real story isn't the chip. It's Texas: 474 gigawatts of proposed data-center connections sitting in a grid queue five times the state's peak demand, with the governor now auditing every project before it can proceed. The bottleneck on the AI trade may not be silicon anymore. It might be electricity.
P.S. — Made with AI. Nothing here is financial advice — talk to a licensed human before you act on any of it.