Summary

Revolution Medicines CEO Dr. Mark Goldsmith joins after the company received FDA approval for its pancreatic cancer pill that's priced at roughly $40,000 per month. Then, Goldman Sachs analyst Jim Schneider shares his reaction to Nvidia's latest earnings report that has the stock jumping. Plus, Synopsys CEO Sassine Ghazi joins on the heels of a beat and r…

Key takeaways

• Nvidia reported blowout earnings with 70%+ revenue growth guidance for next year, driven by insatiable AI infrastructure demand, though supply constraints in power, memory, and data center capacity remain the primary bottleneck to achieving the unconstrained 100%+ demand ceiling.
• Revolution Medicines received FDA approval for Razan Q (durazalinib), the first targeted therapy addressing RAS mutations in metastatic pancreatic cancer, cutting risk of death by 60% versus chemotherapy at ~$40,000/month, with broad payer coverage expected rapidly.
• Google is aggressively undercutting Microsoft and Anthropic on enterprise AI agent pricing with pay-as-you-go models and 20% token discounts, exploiting its ad-revenue balance sheet as a subsidy while holding less than 10% U.S. enterprise AI market share versus Anthropic's 44%.

Why this matters

The convergence of Nvidia's supply-constrained AI infrastructure dominance, emerging AI-native drug discovery approvals, and intensifying enterprise AI pricing wars signals that capital allocation decisions across semiconductors, cloud, pharma, and software are entering a structurally new competitive phase with major implications for B2B technology and healthcare procurement strategies.

Entities

Related reports

• 9AM HOUR: AI Trade Rally: Nvidia's Blowout Quarter, Salesforce Surges 8/27/26

  Squawk on the Street

• 10AM Hour: Cleveland Fed President Hammack, CA AG Bonta on Meta, Nvidia’s Blowout Quarter 8/27/26

  Squawk on the Street

• 11AM Hour: Nvidia Earnings on Deck, Barclays Global Head of Tech Investment Banking & Citi Opens Positive Catalyst Watch on Oracle 8/26/26

  Squawk on the Street

Show notes

Revolution Medicines CEO Dr. Mark Goldsmith joins after the company received FDA approval for its pancreatic cancer pill that's priced at roughly $40,000 per month. Then, Goldman Sachs analyst Jim Schneider shares his reaction to Nvidia's latest earnings report that has the stock jumping. Plus, Synopsys CEO Sassine Ghazi joins on the heels of a beat and raise.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use

Themes

• investing