Iran War: Trump Holds Off on New Strikes | Daybreak Europe 05/19/2026

Watch on YouTube ↗  |  May 19, 2026 at 06:54  |  47:07  |  Bloomberg Markets
Speakers
Joumanna Bercetche — Anchor, Bloomberg
Jensen Huang — CEO, NVIDIA
Ana — Bloomberg Economist

Summary

President Trump called off a planned strike on Iran after Gulf allies requested time for a deal, causing oil prices to slip but ongoing supply concerns persist. Global bond yields continue to rise on inflation fears and fiscal concerns. EU officials meet to finalize trade deal with US, while Google partners with Blackstone for AI cloud infrastructure. NVIDIA CEO Jensen Huang expressed optimism about chip demand in China.

  • Trump delays Iran strikes after Gulf allies appeal.
  • Oil declines but supply tightening expected in June.
  • Global government bond yields climb to multi-year highs.
  • G7 finance ministers meet amid bond market jitters.
  • Google and Blackstone form AI cloud joint venture.
  • NVIDIA CEO sees strong demand in China for AI chips.
  • Asian tech stocks fall led by South Korea.
  • EU trade deal with US faces July 4 deadline.
Trade Ideas
Joumanna Bercetche Anchor, Bloomberg 5:42
Oil supply tightens in June.
Every energy expert expects tightening of oil supplies in June as long as the Strait of Hormuz is effectively shut, which will push oil prices higher. The U.S. extending a Russian oil waiver (not Iranian) does not fully offset this supply constraint.
BNO MED
Jensen Huang CEO, NVIDIA 21:09
China chip demand is incredible.
Demand for NVIDIA chips in China is incredibly strong, and he expects the Chinese market to eventually open up for imports of AI chips, which is bullish for NVIDIA's sales prospects. He believes the Chinese government will allow more AI capacity over time.
NVDA MED
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This Bloomberg Markets video, published May 19, 2026, features Joumanna Bercetche, Jensen Huang discussing BNO, NVDA. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Joumanna Bercetche, Jensen Huang  · Tickers: BNO, NVDA