Good evening, this is Markets Desk with your closing bell briefing.
Jensen Huang told attendees this week that Nvidia expects to sell twice as many chips next year, extending what the company projects as six consecutive quarters of massive growth. That kind of forward guidance from the CEO himself carries weight, and it reinforces why Nvidia remains the central axis around which the entire AI infrastructure trade rotates.
Feeding directly into that AI story, Palantir's Alex Karp is arguing that the so-called safety debate inside the industry is less about ethics and more about liability exposure. His case is pointed: AI labs are sitting on enormous intellectual property risk, and if lawsuit pressure mounts, the path of least resistance for some of those companies could be a push toward nationalization. That reframes the regulatory conversation considerably.
Meanwhile, David Einhorn drew some sharp reaction after suggesting younger Americans are too impatient to build wealth, favoring speculative bets over the slow grind of homeownership. Whether or not you agree with his framing, the underlying data is real — younger cohorts are falling behind on homeownership at a pace that has no modern precedent, and that has long-run implications for household wealth formation across the economy.
That's the tape. Markets Desk, signing off the floor.
