Nvidia's AI hardware demand

DAILY MARKET UPDATE August 26, 2026 Tech giants sweat AI costs as Nvidia hits a wall. IN TODAY'S ISSUE ›Nvidia's supply-constrained future and massive 70% growth targets. ›HP's margin crunch from rising commodity costs. ›Okta's AI-driven identity security surge. ›The massive $250M data center win for Target Hospitality. OVERNIGHT SPY · +0.22% QQQ · +0.09% VIX · -1.00% TH · +1.59% TOP STORY NVDA NVDA · $209.66 (-1.59%) Nvidia's AI vision: $1.3 trillion in hyperscaler capex by 2028 The strong...