Nvidia Earnings Fuel AI Optimism | Daybreak Europe 8/27/2026

Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins. Nvidia gave a bullish sales outlook for fiscal 2028, easing concerns that AI spending is poised to lose momentum. The upbeat outlook offered relief to investors concerned about a bubble in the AI economy. Bloomberg understands Russia is preparing to escalate attacks on Ukraine after concluding that negotiations for a peace deal have reached a dead end. For now, Russia is said to be weighing an intensification of powerful conventional ballistic missile attacks on Kyiv, including the center of the capital, and infrastructure targets in other Ukrainian cities. And Iran’s military said it reached a revenue-sharing agreement with Oman on the Strait of Hormuz, as Tehran and Washington’s standoff over control of the crucial waterway continues. Today's guest: Vanessa Hudson, Group CEO, Qantas. Chapters: 00:00:00 - Daybreak Europe 00:00:53 - Stocks, Futures Rise on Nvidia Outlook 00:03:14 - Nvidia CFO: Revenue to Grow About 70% in Fiscal 2028 00:07:07 - Asia Stocks Climb for Third Day on Outlook on Nvidia Outlook 00:10:53 - Nvidia Predicts AI-Fueled Sales to Surge Into 2028 00:14:32 - Qantas to Start Retiring A380 Superjumbos in 2028 00:15:01 - Vanessa Hudson, Group CEO, Qantas 00:20:22 - Qantas Profit Slumps to 4-Year Low as Fuel Costs Soar 00:23:45 - Nepal-China Border Flood Kills at Least 162 00:28:16 - Russia Said to Prepare to Escalate Ukraine War 00:33:18 - IRGC Says US Obstructing, Causing Delays 00:36:17 - Dangote Family on IPO Plans, Succession -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts