Observed Signal · Aug 11, 2026 · Partnership · Source: CNBC Technology · Impact: 3/5 · Sentiment: Neutral
Nvidia turns chips into investible assets; US reserve shrinks
CNBC's Morning Squawk highlights five market items: Nvidia announced a roughly $500 billion financing push with major Wall Street asset managers to make its AI chips an "investible asset class," signing memorandums with firms including Apollo, Blackstone and Goldman Sachs. The U.S. Strategic Petroleum Reserve fell below 300 million barrels — its lowest level since 1983 — and the White House extended a Jones Act waiver for 90 days. President Donald Trump signed an executive order proposing cuts to routine childhood vaccines and recommending splitting the combined MMR shot into three separate vaccines. Baby-products firm Frida is entering kids' personal care with a Walmart partnership; the company says it has generated over $2 billion in retail sales and about 30% annual growth over the past five years. The newsletter also notes FDA and HHS news on food-supply visibility.
Nvidia's $500B financing push could reshape how AI infrastructure is financed and accessed; SPR decline and Jones Act waiver have macro energy implications that affect markets; the vaccine executive order is a policy action with public-health implications.
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Key Takeaways & Evidence Grounding
- Nvidia announced agreements with Wall Street asset managers and described a $500 billion financing deal to make its chips an investible asset class.
- Nvidia signed memorandums of understanding with firms including Apollo Global Management, Blackstone and Goldman Sachs to create financing platforms for customers.
- The U.S. Strategic Petroleum Reserve fell below 300 million barrels, the lowest level since 1983, according to the Energy Department.
- The White House extended its Jones Act waiver for another 90 days to help keep oil flowing amid the Iran war.
- President Donald Trump signed an executive order aimed at reducing the number of routine childhood vaccines and called for splitting the combined MMR vaccine into three single-disease shots.
Connected Companies & Entities
10 Entities mapped“Nvidia said Monday that it inked agreements with Wall Street's top asset managers in a push to turn its chips into assets....”
“This is CNBC's Morning Squawk newsletter....”
“The company signed memorandums of understanding with firms including Apollo Global Management, Blackstone and Goldman Sachs to create financ...”
“The company signed memorandums of understanding with firms including Apollo Global Management, Blackstone and Goldman Sachs to create financ...”
“The company signed memorandums of understanding with firms including Apollo Global Management, Blackstone and Goldman Sachs to create financ...”
“Baby products company Frida is venturing into the kids' personal care space, partnering with Walmart as it launches products for 6- to 11-ye...”
“Jensen Huang, chief executive officer of Nvidia Corp., speaks to members of the media ... Kiyoshi Ota | Bloomberg | Getty Images...”
“Traders work on the floor of the New York Stock Exchange (NYSE) in New York City, U.S., Aug. 7, 2026. Jeenah Moon | Reuters...”
“Jensen Huang, chief executive officer of Nvidia Corp., speaks to members of the media following the company's 'Japan AI Ecosystem' reception...”
“Traders work on the floor of the New York Stock Exchange (NYSE) in New York City, U.S., Aug. 7, 2026. Jeenah Moon | Reuters...”
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Oil Surges, Nvidia's Big Reveal, and Market Moves Ahead
CNBC's Morning Squawk summarizes market and political developments ahead of trading: U.S. oil briefly topped $100 following President Donald Trump's threats against Kharg Island and tensions around the Strait of Hormuz. A federal judge blocked subpoenas to the Federal Reserve tied to the DOJ's criminal probe of Chair Jerome Powell; the DOJ plans to appeal. Nvidia is expected to unveil agentic-optimized CPUs at its GTC conference amid surging demand that some say is creating CPU supply constraints. The Senate will vote on the Trump‑backed SAVE America Act this week, which faces a 60‑vote threshold. Separately, Paramount Skydance's proposed acquisition of Warner Bros. Discovery could produce a combined large theatrical slate if regulators sign off.
Nvidia boosts buyback by $150 billion
Nvidia announced an additional $150 billion share buyback authorization on September 28, 2026, supplementing an $80 billion plan from May, bringing total to $235 billion, to be completed by fiscal 2028. CEO Jensen Huang highlighted strong cash generation and long-term AI confidence, calling Nvidia the 'world's first and only growth value stock.' The stock trades at a decade-low forward P/E of 14.5 for fiscal 2028, with analysts viewing the buyback as a signal of undervaluation. The move follows record AI infrastructure spending, with hyperscaler capex projected to exceed $1.3 trillion by 2027. The stock rose nearly 2% on the announcement, with market cap over $5.5 trillion. Buyback could reduce share count by 4% and add 8 cents per share to 2027 earnings.
Nvidia Rally: Three Reasons It Can Continue
Nvidia's shares have rebounded ahead of its fiscal 2027 Q2 results, driven by reduced perceived risk around its financial support for AI infrastructure, a new large financing initiative, and strong revenue momentum at major AI labs. Nvidia announced support for an Ohio data-center project where OpenAI will be a 20-year tenant and will be the exclusive compute provider; the company's backstop for the initial 4.25-gigawatt build is reported at $105 billion and includes a $1.5 billion investment in SB Energy. Nvidia also unveiled a roughly $500 billion financing initiative with Wall Street firms (Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR) to securitize compute, shifting funding risk to institutional investors. Bloomberg and other outlets reported rapidly growing annualized revenue at OpenAI (~$40 billion) and Anthropic (>$11.5 billion annualized), which eases counterparty concerns around future compute spend.
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