Not Good Enough?
NAB's Gavin Friend joins Phil to talk NVIDIA, Iran and Aussie capex.
NAB Morning Call · NAB - The Morning Call
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Show Notes
Friday 27th February 2026
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NAB’s Gavin Friend joins Phil to talk about the curious response to NVIDIA’s 94% profit surge, which wasn’t enough to satisfy demanding investors, even though it beat expectations. The US continues to build up its military hardware in the Middle East as US-Iran talks in Geneva head nowhere, keeping oil prices on edge. Closer to home, they discuss the latest Aussie Capex data — highlighting a boom in data centres and renewable energy investment — while checking the speed of the economic recovery in New Zealand.
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