Nvidia stock up 7.63% overnight after blockbuster earnings call: ‘I think the whole market was like, ‘Whoa,’ analyst says 

Good morning. On Fortune’s radar today:

• DeepMind is losing the war for AI talent.
• Nvidia stock jumps 7.63% overnight after eye-popping Q2 earnings call.
• Markets: U.S. futures up, mixed in Asia and Europe.
• Growth in real household disposable income has flatlined in the U.S.
• Private credit: the ‘shadow default’ rate is on the rise.
• Countries of the world ranked by vulnerability to AI disruption.
• How much money you need to support a tradwife, state by state.

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This story was originally featured on Fortune.com