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Oil Spikes, Earnings Shock Markets in Volatile September

By Burstable Editorial Team•
DH Unplugged 816 covers market volatility, oil spikes, Fed pressure, Dell's earnings, Nvidia's Hugging Face deal, and more. Tune in for insights from Horowitz and Dvorak.

TLDR

  • Dell's fiscal 2027 EPS guidance near $25.50 signals strong data center demand, while Dick's Sporting Goods' 30% drop reveals retail weakness.
  • Crude oil surged 13% to $91.80 in two weeks, with diesel crack spreads and bond yields reflecting inflation and Fed policy concerns.
  • The hosts warn that eroding trust in institutions and tariff escalation could harm global cooperation and economic stability.
  • Chinese lab Z.ai's GLM 5.3 Flash was reportedly trained without Nvidia chips, highlighting alternative AI development paths.
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Burstable Editorial Team

Burstable Editorial Team

@burstable

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