Tech Stocks Gain on AI Optimism as Nvidia Jumps | The Pulse 8/27/2026

Watch on YouTube ↗  |  August 27, 2026 at 10:39  |  49:58  |  Bloomberg Markets
Speakers
Ozan Tarman — Global Macro Vice Chair, Deutsche Bank
Mark Bergen — Senior European Tech Reporter, Bloomberg
Ven Ram — Markets Live Reporter/Strategist, Bloomberg
Alex Karnal — Partner, Andreessen Horowitz
Abeer Abu Omar — Reporter, Bloomberg London

Summary

US futures advanced following a bullish revenue outlook from Nvidia, reinforcing confidence in the longevity of the AI trade. Meanwhile, markets brace for potential volatility ahead of the Jackson Hole symposium, where the Federal Reserve's stance on inflation and interest rates will be closely scrutinized.

  • Nvidia's strong sales forecast for fiscal 2028 eases concerns about the AI trade losing steam.
  • US government investigates Apex Logistics for allegedly smuggling Nvidia AI chips to China.
  • Russia reportedly prepares to escalate attacks on Ukraine after peace talks stall.
  • Gold faces potential profit-taking risks depending on the Fed's tone at Jackson Hole.
  • AI integration in healthcare shows promise in radically condensing drug discovery timelines.
Ideas
Mark Bergen Senior European Tech Reporter, Bloomberg 4:56
New AI tools threaten Salesforce's legacy systems.
Salesforce faces significant risks as new AI tools and agents are increasingly replicating and replacing the legacy software systems the company has relied on selling for years.
CRM MED
Ozan Tarman Global Macro Vice Chair, Deutsche Bank 8:44
US 10-year yields above 5% threaten equities.
Hedge funds are actively pushing for higher yields, and if the US 10-year Treasury yield climbs above 5%, it will become very difficult to sustain the AI trade and broader equity valuations.
IEF SPY MED
Ozan Tarman Global Macro Vice Chair, Deutsche Bank 13:41
The AI investment theme has further to run.
The AI investment theme is still in its early stages (the "first half") and has much further to run, as creating a true market bubble will require significantly more debt issuance from hyperscalers and other AI companies.
AI equities MED
Ven Ram Markets Live Reporter/Strategist, Bloomberg 27:48
Gold is overvalued and vulnerable to hawkishness.
Gold has experienced a stunning 14% rally and appears overvalued at current levels, making it vulnerable to profit-taking if the Fed delivers a hawkish message at Jackson Hole, though a dovish tone could still push it higher.
GLD MED
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815 Money Talk (815머니톡) · Aug 27

This Bloomberg Markets video, published August 27, 2026, features Mark Bergen, Ozan Tarman, Ven Ram discussing CRM, IEF, SPY, AI equities, GLD. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Mark Bergen, Ozan Tarman, Ven Ram  · Tickers: CRM, IEF, SPY, AI equities, GLD