Nvidia Ignites AI Rally Ahead of Jackson Hole | Open Interest 8/27/2026

Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Nvidia delivers a massive AI-driven forecast, lifting markets and fueling debate over the next wave of adoption. Todd McKinnon explores AI agent security and enterprise demand, while a preview of Kevin Warsh's closely watched Jackson Hole appearance. Chapters: 00:00:00 - Open Interest 00:01:11 - Nvidia's 70% Growth Outlook, AI Demand, AWS Expansion & Hugging Face Deal Rumors 00:05:39 - Dollar General vs. Dollar Tree, Best Buy Earnings & Consumer Spending Trends 00:09:09 - Jackson Hole Preview, Kevin Warsh, Fed Policy & Interest Rate Expectations 00:12:49 - High Interest| Shein's IPO Pricing, U.S. Probe Into AI Chip Exports & Nvidia's 2028 Growth Forecast 00:14:02 - Pierre Ferragu New Street | Nvidia's Path to $1 Trillion Revenue, AI Infrastructure Buildout & Supply Constraints 00:23:05 - Aoifinn Devitt Moneta | Nvidia's AI Boom, Bond Market Concerns, AI Spending Sustainability & Jackson Hole Risks 00:31:09 - Top Calls | Abercrombie Downgrade, Salesforce Price Target Increase & Nvidia Price Target Hikes 00:32:09 - Why Nvidia's 70% Forecast Reignited the AI Trade 00:37:53 - Salesforce, CrowdStrike, AI Software Winners & Cybersecurity Demand 00:44:21 - Nvidia's AI Dominance, Hyperscaler Spending, Supply Chain Expansion & Competition Risks 00:47:57 - Brooke May Evans May Wealth | AI Adoption, Nvidia's Staying Power, Market Outlook & Jackson Hole Impact 00:55:56 - High Interest| NYC Severe Weather Alert, Hugging Face's Duck Robot & U.S.-Canada Trade Breakdown 00:57:05 - Canada Trade Fight, Auto Tariffs, Semiconductor Tariffs & Texas Data Center Politics 01:04:32 - Todd McKinnon Okta | AI Agents, Identity Security, Cybersecurity Growth & the Future of Enterprise AI 01:14:10 - Todd Boehly's Insurance Empire, Private Credit, Data Center Financing & Regulatory Risks 01:19:18 - Jeff Schmid Interview, Jackson Hole, Fed Credibility & Kevin Warsh's Challenge -------- 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