Iran, Oman Agree to Share Hormuz Fee | Horizons Middle East & Africa 8/27/2026

Watch on YouTube ↗  |  August 27, 2026 at 06:17  |  46:04  |  Bloomberg Markets
Speakers
Winnie Hsu — Bloomberg Reporter (Asia Markets)
Neil Campling — Tech/TMT Analyst
Maribel Lopez — Principal Analyst, Lopez Research
Eric Swats — Senior Executive Officer, Rasmala Investment Bank
Abeer Abu Omar — Reporter, Bloomberg London
Rong Wei — Oil Reporter, Bloomberg
Morgan Stanley — Senior Global Economist, Morgan Stanley

Summary

The video covers Nvidia's massive earnings beat and bullish long-term revenue guidance, which has eased concerns about a slowdown in AI spending and boosted global tech stocks, particularly Korean memory chip makers. Meanwhile, oil markets are assessing geopolitical developments, including a potential revenue-sharing agreement between Iran and Oman in the Strait of Hormuz and escalating tensions in the Russia-Ukraine war.

  • Nvidia forecasts 70% revenue growth for fiscal 2028, significantly beating analyst estimates.
  • Surging memory costs position Korean chipmakers like Samsung and SK Hynix as key beneficiaries of the AI boom.
  • Oil prices face crosscurrents from potential diplomatic progress in the Strait of Hormuz and escalating Russia-Ukraine conflict.
  • The Fed's upcoming Jackson Hole symposium is in focus, with markets debating the likelihood of rate hikes amid tariff disinflation.
  • Saudi Arabia is reforming its capital markets with new derivative tools to attract international investors.
Ideas
Winnie Hsu Bloomberg Reporter (Asia Markets) 3:11
Surging memory costs benefit Korean chip makers.
Surging memory costs are pressuring Nvidia's margins, which positions memory chip makers like Samsung Electronics, SK Hynix, and CXMT as the biggest beneficiaries in the AI supply chain.
005930.KS 000660.KS CXMT HIGH
Neil Campling Tech/TMT Analyst 6:04
Nvidia's massive long-term growth is supply constrained.
Nvidia's unprecedented long-term guidance of 70% revenue growth for fiscal 2028 significantly beat the street's 45% estimate, and this growth is currently limited by supply constraints, suggesting demand could support even higher growth if unconstrained.
NVDA HIGH
Winnie Hsu Bloomberg Reporter (Asia Markets) 27:21
Upstream Japanese chipmakers lose favor to memory.
Upstream Japanese AI supply chain names like Advantest are losing favor compared to memory chip makers, as memory remains the primary bottleneck capturing value in the AI buildout.
6857.T MED
Maribel Lopez Principal Analyst, Lopez Research 33:04
AI software companies offer better margins.
While hardware and AI model companies face massive capital expenditure burdens, software companies like Salesforce offer a compelling opportunity because they can leverage available models to sell AI to enterprises with much better margins.
CRM MED
Eric Swats Senior Executive Officer, Rasmala Investment Bank 38:59
UAE equities offer better opportunities than Saudi.
While Saudi Arabia is improving its market infrastructure to attract foreign capital, the UAE currently offers better specific investment opportunities, particularly in companies like Taaleem and the ADNOC enablers.
Taaleem ADNOCGAS.AD ADNOC Logistics ADNOCDRILL.AD HIGH
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This Bloomberg Markets video, published August 27, 2026, features Winnie Hsu, Neil Campling, Maribel Lopez, Eric Swats discussing 005930.KS, 000660.KS, CXMT, NVDA, 6857.T, CRM, Taaleem, ADNOCGAS.AD, ADNOC Logistics, ADNOCDRILL.AD. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Winnie Hsu, Neil Campling, Maribel Lopez, Eric Swats  · Tickers: 005930.KS, 000660.KS, CXMT, NVDA, 6857.T, CRM, Taaleem, ADNOCGAS.AD, ADNOC Logistics, ADNOCDRILL.AD