Two of the biggest stories driving markets right now - AI and the US consumer - got a fresh test overnight, with results from Nvidia and Walmart. 

<p>Two of the biggest stories driving markets right now - AI and the US consumer - got a fresh test overnight, with results from Nvidia and Walmart.&nbsp;</p>

With more than more than 25 years' experience reporting on consumer affairs, business and politics, Garth Bray brings you today's business news, direct from the Herald NOW studio. 

<p>With more than more than 25 years' experience reporting on consumer affairs, business and politics, Garth Bray brings you today's business news, direct from the Herald NOW studio.&nbsp;</p>