Nvidia Results on Deck, Bessent Bounce Begins to Emerge | Opening Trade 8/26/2026

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 -------- 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