Next Day Prep #300: Flat NVDA, Coiled Market: Setting Up for CPI – Tuesday 8/11/2026

Episode summary

NVIDIA’s five hundred billion dollar financing deal fizzles into a flat close, exposing a defensive rotation out of mega-cap growth and into small-caps, industrials, and utilities. The hosts break down why continuation setups dominated reversals, why Rocket Lab’s growth got punished while Cardinal Health’s discipline got rewarded, and lay out the bull/bear scenarios for tomorrow’s make-or-break CPI print.