US equity futures rise after Nvidia reinforces confidence in the AI trade with a bullish sales outlook for 2028. Russia prepares to escalate attacks on Ukraine as peace talks are said to have reached a dead end. Central bank officials gather in Wyoming for the annual Jackson Hole Economic Symposium. Amy Wu SIlverman of RBC Capital Markets discusses the momentum of the AI trade.
Correction: At the beginning of the program, pre-market shares of CoreWeave were incorrectly displayed on screen while the reporter was discussing CrowdStrike.
Chapters:
00:00:00 – Bloomberg Brief Begins
00:00:45 – Global Market Check: Asian Markets React to Nvidia
00:02:17 – US & European Market Check
00:04:02 – First Look Movers: Nvidia, Salesforce, CrowdStrike & HP
00:05:27 – Nvidia’s Blowout Earnings & AI Demand
00:10:25 – Shein IPO & China’s Fast-Fashion Market, China’s Low-Cost AI Models
00:13:35 – Jackson Hole & the Fed Outlook
00:16:27 – Nvidia Earnings Recap & Market Reaction
00:17:54 – Russia Escalates Attacks on Ukraine, CIA Director’s Surprise Moscow Trip
00:21:02 – Market Check: Nvidia Boosts Futures
00:22:51 – First Look Movers
00:24:19 – Amy Wu Silverman, Head of Derivative Strategy at RBC Capital Markets, on Anti-AI Sentiment Data Center Backlash, Valuations, Hedging & Market Rotation
00:31:56 – Trending on the Terminal
00:34:09 – Nvidia Margins, Memory Costs & AI Spending, Salesforce, Software & the AI Opportunity
00:39:10 – Trump Administration & Affordability, US Plan to Seize Iranian Oil
00:42:06 – What to Watch
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