Nvidia Fuels AI Trade, Warsh Countdown | Bloomberg Businessweek Daily 8/27/2026

Nvidia's blockbuster earnings report spurred a rally in tech stocks, bolstering confidence once more in the AI trade that has powered the US bull market. Bloomberg News US Semiconductor Reporter Ian King joins to recap the numbers. Then, Bloomberg TV and Radio International Economics & Policy Correspondent Michael McKee joins live from Jackson Hole, Wyoming as markets count down to Fed Chair Kevin Warsh's Friday remarks. Jack Manley, Global Market Strategist, JPMorgan Asset Management weighs in on today's trade and Fed expectations. Plus, Nina Trentmann, Bloomberg News CFO Briefing Editor joins alongside Eric Aboaf, CFO of S&P Global, to discuss the firm's recent earnings results and spin-off of Mobility Global. Finally, Matthew O'Neill, Co-Producer & Co-Director of the documentary film 'Can’t Look Away: The Case Against Social Media,' joins to discuss Meta's $18 billion settlement over claims of youth addiction to social media. Chapters 00:00:00 Bloomberg Businessweek Daily 00:02:24 Market Update: Nvidia Leads Stocks Higher 00:04:13 What Nvidia Said That Changed the Market 00:05:49 Nvidia, Hugging Face & the AI Supply Chain 00:06:39 AI Demand Beyond the Hyperscalers 00:07:27 Jackson Hole & Kevin Warsh's Big Test 00:12:55 Warsh's "Less Is More" Communication Strategy 00:14:26 Is the AI Trade Still Sustainable? 00:16:17 AI Productivity, Jobs & the U.S. Economy 00:18:03 What Comes After Jackson Hole? 00:20:47 S&P Global CFO on the AI Debt Boom 00:22:40 How Much Credit Risk Is Building in AI? 00:25:34 Debt Issuance, Refinancing & Ratings Growth 00:27:00 How S&P Global Is Using AI 00:32:40 Market Update: Nvidia, Two Sigma & Oil 00:34:38 Meta's $18 Billion Social Media Settlement 00:36:05 How Meta's Settlement Changes Its Products 00:38:47 What Parents Can Do Right Now 00:40:02 Could Meta's Deal Reshape Social Media? 00:43:10 Jackson Hole Update: Susan Collins on Rates 00:44:25 Stock Movers: Salesforce, HP & Wendy's -------- 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