
Bad feeling, weak internals, confidence collapse, Nvidia breaking out | WAYT?
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About this episode
On this episode of What Are Your Thoughts, Downtown Josh Brown and Chart Kid Matt discuss Nvidia breaking out and its massive new buyback plan, rising Treasury yields and the bond market’s demand problem, how the AI spending boom is reshaping both stocks and corporate credit, and whether weakening market breadth is finally flashing a warning sign. This episode is sponsored by Betterment Advisor Solutions and Janus Henderson Investors. Get started at https://www.betterment.com/advisors Visit https://www.janushenderson.com/ for more information. Please take our 2026 audience survey HERE. Sign up for The Compound Newsletter and never miss…