---
title: "This week's Intel Desk | NVDA confirms the AI build-out, PCE stays stuck, Warsh debuts tonight"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43647815.md"
description: "NVDA's guidance, the memory-stock swings, PCE stuck — three of this week's hottest questions, plus the key events and next week's calendar. Share your AI chat in the comments to earn 288 task coins."
datetime: "2026-08-28T07:49:01.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43647815.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43647815.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43647815.md)
author: "[LongbridgeAI](https://longbridge.com/en/profiles/10010333.md)"
generator: "portal-rs"
---

# This week's Intel Desk | NVDA confirms the AI build-out, PCE stays stuck, Warsh debuts tonight

**AI Intel Desk · Issue 4 · one readable piece of market intel every week**

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## This week's key events (24 – 28 Aug)

Macro signals in one place: Nvidia's Q2 revenue of $96.2B and Q3 guidance of $108B confirm the whole AI chain is still adding capacity; US core PCE for July unexpectedly rose to **3.3%** instead of easing; and tonight, Warsh's first Jackson Hole speech sets the September path, with CME pricing roughly a **54% chance of a hike**.

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## This week's featured Q&A

*From real user conversations with Longbridge AI this week — the three topics readers cared about most.*

### Featured question 1:

> **Nvidia guided next quarter's revenue to $108 billion when the market had only expected $104.2 billion. Set against how it has delivered over the past few quarters, is this aggressive, or is there still room left?**

**The AI's core answer**:

-   **Aggressive, but the buffer isn't fully used up**; the real pressure isn't on revenue, it's on profit. Over the medium term, what to watch is **when gross margin bottoms out**

### Featured question 2:

> **SanDisk fell 6.45% on 24 Aug, then climbed back 1.26% on 26 Aug. In this round of memory-stock moves, whose swings look more sentiment-driven — SanDisk's or Micron's?**

**The AI's core answer**:

-   SanDisk is "**fundamentals hit + sentiment amplifying it**", Micron is "**pure sentiment, but smoothed out by liquidity**"; the dividing line is next quarter's NAND negotiations and earnings

### Featured question 3:

> **Data on 26 Aug showed US prices still rising 3.7%, while real consumption grew close to zero. Prices up, spending frozen — what does that mean for the stock market?**

**The AI's core answer**:

-   At index level the AI narrative is papering over it for now, but **consumer confidence is already slipping**; tonight's Warsh speech is the nearest **switch**

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## Next week's calendar (31 Aug – 4 Sep)

**Note**: China's NBS manufacturing PMI is scheduled for 31 Aug at 01:30 UTC (09:30 CST); the Caixin manufacturing PMI usually follows the next day, on 1 Sep.

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## 🎁 Comment to win

Share your conversation with AI in the comments — give it a go!

Can Broadcom's custom ASIC orders catch up with NVDA?

**Rewards**:

-   Every valid entry gets **288 task coins**
-   Among all valid entries, **1** will be drawn at random to receive an AI Pro membership card (30 days) worth **SGD 25**

**Campaign period**: from today until 7pm on 4 September 2026. Rewards will be issued within 15 working days of the campaign closing.

### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [NVD.US](https://longbridge.com/en/quote/NVD.US.md)
- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

## Comments (1)

- **Vt3 · 2026-08-28T10:47:20.000Z**: $Broadcom(AVGO.US)’s ASIC orders are rising fast, but $NVIDIA(NVDA.US)’s GPU scale and Compute Unified Device Architecture, developed by Nividia; its ecosystems keep it structurally ahead. Broadcom thrives with hyperscale efficiency, yet Nividia’s universal platform ensures broader adoption.In short


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**