US Moves to Revoke 200,000 Visas | Horizons Middle East & Africa 8/24/2026

Watch on YouTube ↗  |  August 26, 2026 at 07:16  |  46:06  |  Bloomberg Markets
Speakers
Neil — Senior Strategist, Bloomberg
Jay Yu — Founder, Executive Chairman, and President, Nano Nuclear
Jennifer Zabasajja — Chief Africa Correspondent, Bloomberg
Eric Robertsen — Global Head of Research and Chief Strategist, Standard Chartered
Abeer Abu Omar — Reporter, Bloomberg London
Winnie Hsu — Bloomberg Reporter (Asia Markets)

Summary

Oil prices decline as Iran and Oman discuss a temporary shipping corridor in the Strait of Hormuz, easing supply disruption fears. Meanwhile, investors await Nvidia's earnings and Fed Chair Kevin Warsh's Jackson Hole speech to gauge the sustainability of the AI boom and the future path of interest rates.

  • Iran and Oman negotiate a temporary maritime corridor in the Strait of Hormuz.
  • US-Canada trade tensions escalate with tit-for-tat tariff retaliations.
  • Nvidia's upcoming earnings face high expectations amid surging memory chip costs.
  • Nano Nuclear Energy partners with the UAE to deploy off-grid microreactors for AI data centers.
  • Zimbabwe shows early signs of economic stabilization backed by its new ZiG currency.
  • SoftBank reportedly considers a $20 billion bond offering to refinance an OpenAI loan.
Ideas
Neil Senior Strategist, Bloomberg 31:12
Surging memory costs may squeeze Nvidia's customers.
Nvidia is set up for a very strong growth quarter, but the stock's movement will depend heavily on forward guidance; additionally, surging memory prices are driving up server costs, which won't impact Nvidia's immediate margins but could squeeze their customers' margins and fuel broader AI inflation into 2027.
NVDA DRAM MED
Jay Yu Founder, Executive Chairman, and President, Nano Nuclear 37:44
AI data centers drive microreactor energy demand.
The massive energy consumption of AI data centers has created a major bottleneck, putting a spotlight on nuclear power; Nano Nuclear's modular, off-grid microreactors are perfectly positioned to meet this demand, supported by a recent multi-gigawatt deal and partnerships in the Middle East.
NNE URA HIGH
Jennifer Zabasajja Chief Africa Correspondent, Bloomberg 42:45
Zimbabwe shows early signs of economic turnaround.
Zimbabwe is showing early green shoots of an economic turnaround driven by its new gold-backed ZiG currency, rising gold export earnings, and ongoing IMF discussions, though investors should remain cautious due to volatile lithium prices and historical reputational risks.
Zimbabwe MED
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This Bloomberg Markets video, published August 26, 2026, features Neil, Jay Yu, Jennifer Zabasajja discussing NVDA, DRAM, NNE, URA, Zimbabwe. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Neil, Jay Yu, Jennifer Zabasajja  · Tickers: NVDA, DRAM, NNE, URA, Zimbabwe