Here are the 2 big things we're watching in the stock market this week

Cnbc · 🇺🇸 public United States · Aug 23, 2026 · 2049 words · By Zev Fima; Kevin Stankiewicz

US-Canada Trade Relations Federal Reserve Policy AI Market Volatility

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What to know about US-Canada Trade Relations

It's Nvidia earnings week, which means investors will get their clearest read yet on the AI boom.

Claims checked 19

Techniques found 2

Topics 3

Coverage spectrum

Coverage gap: Low Left coverage

Left0%

Center83%

Right17%

6 sources compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

It's Nvidia earnings week, which means investors will get their clearest read yet on the AI boom.

Why it matters

Oh, and there's also the not-so-small matter of the Fed's influential confab at Jackson Hole and what it could signal about the future path of interest rates.

Common ground

Those are the biggest market-moving events of the week, but we'll also get earnings from fellow Club names CrowdStrike and Salesforce — two software companies with diverging futures in the eyes of many investors.

Perspective signals

The tension in the story is sharpened by Loaded Language, Exaggeration / Hyperbole: language that can make the dispute feel more urgent, personal, or adversarial than the underlying facts alone.

Follow-up questions

What new context would change how readers understand this US-Canada Trade Relations story?
What evidence would most clearly confirm or weaken the claim that A report on Aug. 13 that Workday could be taken private has helped sentiment around the software complex?
How does this story connect US-Canada Trade Relations with Federal Reserve Policy over the next few days?

open_in_new Read the original article: https://www.cnbc.com/2026/08/23/here-are-the-2-big-things-were-watching-in-the-s…

psychologyPropaganda Techniques Detected

eFinder identified 2 propaganda techniques in this article. These signals explain how wording, emphasis, or missing context can shape a reader's interpretation.

warning

Loaded Language 90% confidence

Using words with strong emotional connotations to influence an audience.

Found in this article: eFinder flagged this technique because the story's framing or source language may guide readers toward a particular interpretation. Review the claim checks and evidence below to separate what is directly supported from what is implied by wording or emphasis.

Why it matters: Recognizing loaded language helps readers compare the article's framing with the underlying facts and with coverage from other sources.

warning

Exaggeration / Hyperbole 80% confidence

Overstating facts or claims to create a stronger emotional response.

Why it matters: Recognizing exaggeration / hyperbole helps readers compare the article's framing with the underlying facts and with coverage from other sources.

fact_checkClaims Checked

eFinder analyzed this article and checked 19 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

schedule Pending 9

check_circle Corroborated 5

info Single Source 3

help Insufficient Evidence 2

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Claim 1: “A report on Aug. 13 that Workday could be taken private has helped sentiment around the software complex”

SINGLE SOURCE

One web search result mentions Workday is in talks for a $51bn buyout from Silver Lake, but the specific date of August 13 is not explicitly corroborated across multiple sources in the provided evidence.

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wikipedia NEUTRAL — David Arthur Duffield (born 21 September 1940) is an American billionaire businessman in the software industry. He is the co-founder and former chairman of PeopleSoft, and co-founder and CEO emeritus …
https://en.wikipedia.org/wiki/David_Duffield

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wikipedia NEUTRAL — The infinite workday is a work pattern where working time encompasses hours beyond the traditional workweek and weekend. The infinite workday blurs boundaries between personal and work time leading to…
https://en.wikipedia.org/wiki/Infinite_workday

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wikipedia NEUTRAL — Workday, Inc., is an American cloud-based provider of financial management, human capital management, and student information system software. The company was founded by former PeopleSoft executives D…
https://en.wikipedia.org/wiki/Workday,_Inc.

+ 3 more evidence sources

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Claim 2: “CrowdStrike is expected to deliver adjusted earnings of 29 cents per share on sales of $1.44 billion, according to LSEG”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 3: “Nvidia CEO Jensen Huang and CFO Colette Kress to face questions about the company's $500 billion financing partnership with Wall Street firms”

CORROBORATED

Multiple sources report Nvidia is lining up a $500 billion financing initiative with Wall Street firms including Apollo, BlackRock, and Goldman Sachs.

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wikipedia NEUTRAL — Jen-Hsun "Jensen" Huang (born February 17, 1963) is a Taiwanese and American business executive and electrical engineer who is the co-founder, president, and CEO of Nvidia, the world's most valuable c…
https://en.wikipedia.org/wiki/Jensen_Huang

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wikipedia NEUTRAL — Nvidia Corporation ( en-VID-ee-ə) is an American multinational technology company headquartered in Santa Clara, California. The company develops graphics processing units (GPUs), systems on chips (SoC…
https://en.wikipedia.org/wiki/Nvidia

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wikipedia NEUTRAL — Safe Superintelligence Inc. (SSI) is an American artificial intelligence company founded by Ilya Sutskever, the former chief scientist of OpenAI; Daniel Gross, former head of Apple’s AI efforts; and D…
https://en.wikipedia.org/wiki/Safe_Superintelligence_Inc.

+ 3 more evidence sources

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Claim 4: “Economists polled by FactSet expect the core PCE index to have risen 0.18% month over month and 3.2% year over year”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

help

Claim 5: “Annual recurring revenue (ARR) for its Agentforce suite was $1.2 billion in the April quarter”

INSUFFICIENT EVIDENCE

No evidence was found in the provided search results regarding Agentforce ARR of $1.2 billion.

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Claim 6: “Kevin Warsh is set to deliver his first speech as Fed chairman at the Jackson Hole Economic Policy Symposium”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

help

Claim 7: “Salesforce is projected to report revenue of $11.32 billion and adjusted EPS of $3.27, according to LSEG”

INSUFFICIENT EVIDENCE

No evidence was found in the provided search results regarding LSEG projections of $11.32 billion revenue and $3.27 EPS for Salesforce.

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Claim 8: “The Trump administration imposed 50% tariffs on certain Canadian goods”

CORROBORATED

Multiple independent web search results confirm the Trump administration imposed 50% tariffs on Canadian goods, specifically mentioning whisky and other items.

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wikipedia NEUTRAL — On February 1, 2025, a trade war started by the United States against Canada began when the U.S. president Donald Trump signed orders imposing near-universal tariffs on goods from Canada entering the …
https://en.wikipedia.org/wiki/2025–2026_Canada–United_States…

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wikipedia NEUTRAL — Throughout both of his presidencies, U.S. president Donald Trump has expressed a desire to expand the United States' territory and influence through both land purchases and military means. Trump first…
https://en.wikipedia.org/wiki/American_expansionism_under_Do…

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wikipedia NEUTRAL — Various individuals and movements within Canada and the United States have campaigned in favour of U.S. annexation of parts of or all of Canada or have predicted it without endorsing it since their co…
https://en.wikipedia.org/wiki/Movements_for_the_United_State…

+ 3 more evidence sources

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Claim 9: “Analysts polled by LSEG expect Nvidia to report earnings per share of $2.09 on revenue of $92.04 billion”

CORROBORATED

Web search results confirm the LSEG/Bloomberg analyst consensus for Nvidia's EPS of $2.09 and revenue of approximately $92 billion.

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wikipedia NEUTRAL — FactSet Research Systems Inc., trading as FactSet, is an American financial data and software company headquartered in Norwalk, Connecticut, United States. The company provides integrated data and sof…
https://en.wikipedia.org/wiki/FactSet

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web search NEUTRAL — LSEG analyst consensus - 13 August 2026. Basis of consensus. Consensus has been compiled from financial estimates (models) provided by 10 third-party research analysts. Models which include material e…
https://www.lseg.com/en/investor-relations/consensus

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web search NEUTRAL — For the quarter, Nvidia is expected to report second quarter adjusted earnings per share (EPS) of $2.09 on revenue of $92 billion, according to Bloomberg analyst consensus estimates.
https://ca.finance.yahoo.com/news/tech-stocks-today-meta-agr…

+ 1 more evidence source

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Claim 10: “the company unveiled one of its own [open-source alternatives] earlier this month”

SINGLE SOURCE

The provided search results for Nvidia's open-source alternatives are generic company descriptions and do not mention a specific open-source LLM unveiled 'earlier this month'.

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web search NEUTRAL — Nvidia Corporation[a] (/ ɛnˈvɪdiə / en-VID-ee-ə) is an American multinational technology company headquartered in Santa Clara, California. The company develops graphics processing units (GPUs), system…
https://en.wikipedia.org/wiki/Nvidia

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web search NEUTRAL — We create the world’s fastest supercomputer and largest gaming platform.
https://www.nvidia.com/en-us/

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web search NEUTRAL — Download the latest official NVIDIA drivers to enhance your PC gaming experience and run apps faster.
https://www.nvidia.com/en-us/drivers/

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Claim 11: “Canada responded with retaliatory duties set to take effect on Sept. 8”

CORROBORATED

Three independent sources confirm that Canada implemented retaliatory duties effective September 8.

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web search NEUTRAL — Canada is imposing retaliatory tariffs on C$27.6 billion worth of US goods, effective September 8, with duties of 15%, 25%, and 50% across approximately 700 products.
https://www.livemint.com/news/world/canada-imposes-retaliato…

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web search NEUTRAL — Effective September 8, 2026, Canada implemented retaliatory tariffs on certain U.S. goods in response to the initial 50% tariffs imposed by the United States.
https://www.fasken.com/en/knowledge/2026/09/canadas-counter-…

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web search NEUTRAL — Retaliatory duties effective September 8 inject inflation risk into both economies, likely pushing long-end yields higher and complicating Bank of Canada's October policy decision.
https://gokhshtein.com/news/2026-08-22-prime-minister-mark-c…

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Claim 12: “the company holds its annual Dreamforce showcase from Sept. 15-17 in San Francisco”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 13: “Orders in June bounced back to a modest month-over-month gain after a decline in May”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 14: “CrowdStrike holds its annual Fal.Con expo from Aug. 31 to Sept. 3 in Las Vegas”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 15: “Consensus for July is a 0.4% increase [in durable goods orders]”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

info

Claim 16: “Salesforce... up over 30% from the late-July low”

SINGLE SOURCE

While sources discuss Salesforce stock and market share, none of the provided evidence explicitly confirms a '30% increase from the late-July low'.

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web search NEUTRAL — Salesforce also raised its full-year outlook. It now expects fiscal 2027 revenue of $46.1 billion to $46.4 billion, which implies growth of 11% to 12% for the year, with fiscal third-quarter revenue g…
https://www.fool.com/investing/2026/08/27/salesforce-stock-j…

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web search NEUTRAL — Salesforce Bulls Say. Salesforce dominates salesforce automation but still only controls 30% in a highly fragmented market that continues to grow by double digits annually, suggesting there is room to…
https://www.morningstar.com/stocks/an-undervalued-stock-buy-…

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web search NEUTRAL — Salesforce reported mixed fourth-quarter earnings results Wednesday afternoon. Shares fell in after-hours trading.
https://www.barrons.com/articles/salesforce-stock-price-earn…

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Claim 17: “Bloomberg News reported Saturday that Nvidia has warned some of its biggest customers it's raising prices on servers containing its AI chips”

CORROBORATED

Multiple sources confirm Bloomberg reported that Nvidia warned major customers of price increases (over 15%) for AI servers.

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wikipedia NEUTRAL — Anthropic, PBC (stylized as ANTHROP\C) is an American artificial intelligence (AI) public benefit corporation headquartered in San Francisco, California. Its flagship product is Claude, a series of pr…
https://en.wikipedia.org/wiki/Anthropic

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wikipedia NEUTRAL — Perplexity AI, Inc., or simply Perplexity, is an American privately held software company offering a web search engine that processes user queries and synthesizes responses. Perplexity products use la…
https://en.wikipedia.org/wiki/Perplexity_AI

+ 3 more evidence sources

schedule

Claim 18: “Warsh, who assumed his post in May, replacing Jerome Powell”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 19: “July CPI came in softer-than-expected”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.