Rolling coverage of the latest economic and financial news Rolling coverage of the latest economic and financial news Those Nvidia earnings, incidentally, once again stand as a major macro risk, as enthusiasm around the whole AI frenzy seems to ebb, with the market having shifted from an ‘all capex is good capex’ mood, to one where whether firms are actually able to monetise that expenditure has become the million (or more!) dollar question. On that note, Amazon kicking-off a six-part bond sale