Trump Headlines Press Dinner Redo, Nvidia CEO Jensen Huang | Bloomberg This Weekend: July 25, 2026

Watch on YouTube ↗  |  July 26, 2026 at 02:29  |  3:05:25  |  Bloomberg Markets
Speakers
Jensen Huang — CEO, NVIDIA
Stephen Subjinsky — Bloomberg Energy and Commodities Reporter
Chris Cocks — CEO, Animoca Brands
Karen Young — Senior Research Scholar, Columbia University
Chris Bro — President, Andril Industries

Summary

Bloomberg This Weekend covers President Trump's redo correspondents' dinner, escalating Middle East conflict threatening oil flows, an exclusive Nvidia CEO interview on AI infrastructure and South Korea's semiconductor boom, and new US tariff policies. The episode surfaces several investable themes around semiconductors, SK Hynix, South Korea, crude oil, and Hasbro's adult play trend.

  • President Trump holds scaled-down White House correspondents' dinner, discusses Iran and nuclear deal with Saudi Arabia.
  • US pauses strikes on Iran while Houthis claim attacks on Saudi Arabia, risking Red Sea oil transit.
  • Bloomberg's Stephen Subjinsky details oil market tightness, low inventories, and risks of further price spikes.
  • Nvidia CEO Jensen Huang forecasts the semiconductor industry will need to be 10x larger in a decade to power AI agents and robots.
  • Huang confirms large multi-year memory purchase agreements with SK Hynix and highlights South Korea's key role in AI infrastructure.
  • New US tariffs of 10-12.5% on 60 nations take effect, prompting lawsuits from small businesses.
  • Hasbro CEO Christian Cox cites a durable adult play and collectibles trend driving the company's new Blooms line.
Ideas
Stephen Subjinsky Bloomberg Energy and Commodities Reporter 17:05
Oil prices elevated on supply risks
Geopolitical risks to oil supply are escalating with Houthi attacks on Saudi Arabia and threats to the Bab el-Mandeb Strait, the critical workaround after Hormuz closure. Low global crude and product inventories, depleted SPRs, and reduced Russian diesel exports leave markets vulnerable to further price spikes, with Brent already around $100.
BNO WTI MED
Jensen Huang CEO, NVIDIA 28:07
South Korea's AI infrastructure boom
South Korea's semiconductor and industrial businesses are booming, and the country is positioned to help the world build out AI infrastructure through its manufacturing capabilities, technology adoption, and partnerships like Nvidia's collaboration with SK Group on giga-watt scale data centers.
EWY MED
Chris Cocks CEO, Animoca Brands 60:36
Hasbro benefits from adult play trend
The trend of adult play and collectible building/display, like the new Hasbro Blooms line, is powering the entire play industry and is a lasting consumer shift that can drive growth for Hasbro.
HAS LOW
Jensen Huang CEO, NVIDIA 89:44
Semiconductors will grow 10x for AI
The semiconductor industry will need to be 10 times larger over the next decade because computers are now being built for AI agents, robots, and data centers, not just people. Supply constraints across memory, power, land, and construction will throttle growth, making capacity expansion a multi-year opportunity.
SMH HIGH
Jensen Huang CEO, NVIDIA 91:14
SK Hynix benefits from Nvidia memory demand
Nvidia has large and growing purchase agreements and intentions with SK Hynix for HBM and LPDDR memories, needed for Vera Rubin systems and other AI supercomputers, ensuring multi-year demand and making SK Hynix a critical supply chain partner.
000660.KS HIGH
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This Bloomberg Markets video, published July 26, 2026, features Stephen Subjinsky, Jensen Huang, Chris Cocks discussing BNO, WTI, EWY, HAS, SMH, 000660.KS. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Stephen Subjinsky, Jensen Huang, Chris Cocks  · Tickers: BNO, WTI, EWY, HAS, SMH, 000660.KS