SHIP Insights

SSJ Weekly Market Insights: AI Earnings Win, but the Fed Raises the Bar

August 30, 2026
SSJ Weekly Market Insights featured market graphic for week ending August 28, 2026.

Nvidia's blockbuster forecast kept the AI earnings story intact, but sticky PCE inflation and a hawkish Jackson Hole message pushed rate-hike expectations higher. The market remains strong, yet increasingly dependent on earnings delivery and broadening participation.

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