US futures advanced as a bullish outlook from Nvidia bolstered confidence that the rapid expansion in artificial-intelligence spending is likely to run for longer.
Bloomberg has learnt that the US government is investigating Singapore-based Apex Logistics for its suspected role in smuggling Nvidia AI chips to China, in what may result in the first action against a transportation company for allegedly participating in the illegal semiconductor trade.
Russia is preparing to escalate attacks on Ukraine after concluding that negotiations for a peace deal have reached a dead end, according to three people close to the Kremlin.
Today’s guests: Ozan Tarman, Deutsche Bank Vice Chair of Global Macro; Alex Karnal, Braidwell Co-Founder and CIO
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
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Chapters:
00:00:00 – The Pulse
00:01:55 – Nvidia Earnings, AI Demand & 2028 Outlook
00:05:08 – Meta’s Social Media Safety & Legal Challenges
00:09:05 – Higher Treasury Yields, Fed Policy & Equity Risks
00:13:12 – Is the AI Boom Still in Its Early Stages?
00:15:16 – Oil Prices & Strait of Hormuz Agreement
00:18:50 – Lockheed Martin on Europe’s Defense Buildout
00:21:54 – Russia Plans to Escalate Attacks on Ukraine
00:25:26 – Jackson Hole, Kevin Warsh & Fed Rate Expectations
00:30:50 – Nvidia, China & the AI Chip Market
00:34:33 – How AI Is Transforming Healthcare Investing
00:43:46 – Europe’s Push for AI & Technology Sovereignty
00:46:05 – Dangote Family Succession & Africa Investment Plans
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More on Bloomberg Television and Markets
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