Nvidia Results on Deck, Bessent Bounce Begins to Emerge | Opening Trade 8/26/2026

Watch on YouTube ↗  |  August 26, 2026 at 09:24  |  1:34:58  |  Bloomberg Markets
Speakers
Anthony Stevens — Bloomberg Market Producer
Virginie Maisonneuve — CEO and Founder, Maisonneuve Global Advisors
Madelaine Jones — Portfolio Manager, Oaktree Capital Management
Paul Dobson — Executive Editor, Bloomberg
Wei Li — Global Chief Investment Strategist, BlackRock
Ryan Weeks — Senior Crypto Editor, Bloomberg
Clare Pleydell-Bouverie — Co-Head of Global Innovation, Liontrust Asset Management
Chloe Melly — Bloomberg
Skyler Montgomery Koning — Macro Strategist
Richard Ho — OpenAI chip chief

Summary

Markets are closely watching Nvidia's upcoming earnings report to gauge the sustainability of the massive AI infrastructure buildout and its impact on margins. Meanwhile, oil prices are sliding amid diplomatic efforts to reopen the Strait of Hormuz, and the US-Canada trade dispute continues to escalate with tit-for-tat tariffs. Investors are also monitoring US inflation data and its implications for the Federal Reserve's interest rate path.

  • Nvidia's earnings are viewed as a critical macroeconomic event for the AI sector.
  • AI scarcity sellers like Nvidia and memory providers maintain strong pricing power.
  • European credit markets offer attractive yields, though investors remain cautious of AI disruption risks.
  • Oil prices decline as Iran and Oman discuss a temporary maritime corridor in the Strait of Hormuz.
  • The US and Canada exchange retaliatory tariffs, though the overall economic impact remains manageable.
  • Bitcoin rallies on debasement fears and growing optimism regarding US crypto regulation.
Ideas
Anthony Stevens Bloomberg Market Producer 12:00
Watch Nvidia earnings for margin and technicals.
Nvidia's fundamentals are accelerating as compute becomes a financed asset class with residual value. The company benefits from strong ROI validated by hyperscaler cloud revenue, leadership in open-source models, and massive new inference customers increasing CapEx towards Nvidia, while software optimizations extend GPU lifespans.
NVDA MED
Virginie Maisonneuve CEO and Founder, Maisonneuve Global Advisors 18:54
Invest in technology focusing on sustainable profitability.
Volatility is key, so investors should position in the AI diffusion theme (digital Darwinism). It is important to maintain a balanced portfolio with a granular bet in technology, focusing on cash flow and sustainable profitability over a 3-to-5-year horizon.
XLK MED
Madelaine Jones Portfolio Manager, Oaktree Capital Management 28:40
Capture yield in European high yield credit.
There is a wonderful yield opportunity in European high yield bonds and syndicated loans. The strategy focuses on downside protection by actively managing out businesses that face AI disruption risk, while capturing yield from good quality companies that can tolerate different economic conditions.
IHY HYG HIGH
Paul Dobson Executive Editor, Bloomberg 38:33
Avoid long bonds as yields head higher.
Despite some signs of stabilization and stronger appetite for bonds relative to swaps, the economy is bubbling along nicely in a higher interest rate environment, meaning investors should expect higher yields over time rather than a sustained rally in long bonds.
TLT MED
Wei Li Global Chief Investment Strategist, BlackRock 50:00
Overweight global stocks on strong earnings momentum.
Investors should remain overweight on stocks despite higher rates because growth and earnings momentum have been very strong. The S&P 500 index forward P/E is below 20 times, allowing equities to outrank the higher rate environment.
SPY HIGH
Wei Li Global Chief Investment Strategist, BlackRock 55:45
Invest in private credit for durable income.
In a higher-rates-for-longer environment characterized by intensifying competition for capital, durable income becomes an exciting and necessary anchor for portfolios. Alternative assets like infrastructure and private credit are well-positioned to provide this income.
PAVE BIZD MED
Ryan Weeks Senior Crypto Editor, Bloomberg 63:51
Monitor Bitcoin amid debasement and regulatory optimism.
Bitcoin has rallied due to the debasement trade sparked by US bond-buying plans and a favorable regulatory backdrop following Trump's industry endorsement. Strong ETF inflows suggest a meaningful rally, though a new record by year-end remains uncertain.
BTC MED
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This Bloomberg Markets video, published August 26, 2026, features Anthony Stevens, Virginie Maisonneuve, Madelaine Jones, Paul Dobson, Wei Li, Ryan Weeks discussing NVDA, XLK, IHY, HYG, TLT, SPY, PAVE, BIZD, BTC. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Anthony Stevens, Virginie Maisonneuve, Madelaine Jones, Paul Dobson, Wei Li, Ryan Weeks  · Tickers: NVDA, XLK, IHY, HYG, TLT, SPY, PAVE, BIZD, BTC