Nvidia’s massive future spending commitments ‘make the company’s risk profile more complex,’ Saxo says

Good morning. On Fortune’s radar today:

• Nvidia’s $366 billion asterisk.
• Markets: Holding pattern.
• Warsh speaks today—but will he say anything?
• Target vs. Walmart: The most misleading chart in stocks.
• Gap CEO Richard Dickson on where the chain went wrong: “Somewhere along the way, we lost the story and became more about the stuff.”
• Europe’s vibe shift.
• Kevin O’Leary (net worth $400 million) pays only $29 for his jeans.

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This story was originally featured on Fortune.com