Behind the Markets Podcast · Friday, August 28, 2026
The market experienced a significant boost following Nvidia's and Salesforce's strong earnings reports and optimistic outlooks. Nvidia's projected 70% plus growth and Salesforce's positive performance contributed to a broader market rally, particularly in growth stocks.
“I mean, when Wednesday was sort of a blockbuster. I mean, you went in video going with Salesforce. You know, everyone worried about, you know, software and and then these two join and blow out.”
“Well, boy, we had, you know, we had a kind of a 2% growth versus value shot shoot up on, you know, Thursday, um, even though the broad arch is still a flow towards those companies that do not have those, you know, those higher PE ratios but, um, you know, you know, would Nvidia is always pretty optimistic.”
“I mean, he, he, he said, you know, when he announced, Nvidia was down one or two dollars and then when it got on the air and got up about, you know, telling you know, we're going to continue to 70% plus growth and unlimited by blah, blah, blah, very convincing, very positive.”