Wall Street is eagerly anticipating Nvidia’s earnings on Wednesday afternoon, not so much for what the numbers will say about the chip giant, but for what they mean to artificial intelligence investors and the market itself.
Treasury Secretary Scott Bessent’s surprise plan to tamp down US borrowing costs by expanding bond buybacks may have sparked fierce debate about its ultimate effectiveness, but key market metrics and positioning show that it’s having an impact.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won’t find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie.
Chapters:
00:00:00 – The Opening Trade | 8/26/2026
00:01:17 – Bonds Rally, Oil Drops
00:04:20 – Nvidia Results On Deck
00:06:24 – US-Canada Trade War
00:09:04 – Daybook
00:11:53 – AI Spending Tests Markets
00:15:26 – Virginie Maisonneuve
00:21:09 – Need To Know: Dolly Parton, Meta, Russia
00:25:37 – Oaktree’s Madelaine Jones
00:36:05 – Iran, Oman Push for ‘Interim’ Hormuz Reopening
00:37:43 – MLIV
00:41:17 – Stocks To Watch
00:47:30 – The Market Open
00:49:36 – Blackrock’s Wei Li
01:00:04 – Core 6 & Movers
01:03:41 – Bitcoin Optimism Returns
01:07:56 – Italian Banks
01:14:36 – Clare Pleydell-Bouverie of Liontrust
01:23:03 – Exclusive: OpeAI Steps Into Chips Race
01:27:46 – Carney Matches Trump Tariffs
01:31:13 – AI Spending Tests Markets
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More on Bloomberg Television and Markets
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