Putin Moves to Escalate War in Ukraine, Nvidia Fuels Faith in AI Boom | Opening Trade 8/27/2026

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. For now, Russia is weighing an intensification of powerful conventional ballistic missile attacks on Kyiv, including the center of the capital, and infrastructure targets in other Ukrainian cities, the people said, asking not to be identified because the matter is sensitive. Nvidia, the chipmaker at the heart of the artificial intelligence boom, gave a bullish sales outlook for fiscal 2028, easing concerns that AI spending is poised to lose momentum. 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 | 8/27/2026 00:01:22 - Nvidia Bullish Outlook 00:04:18 - Global Inflationary Pressure 00:06:35 - Putin To Escalate War on Ukraine 00:09:07 - Daybook 00:11:26 - Nvidia Outlook ‘Crushes Expectations’ 00:13:23 - Chinese AI Ecosystem 00:15:05 - Paul Markham of GAM investments 00:21:35 - Need To Know: Nepal, Fed’s Cook, Meta 00:25:34 - Matthias Reschke of JPMorgan 00:34:23 - Focus on Jackson Hole 00:36:29 - CIA Director’s Visit to Moscow 00:39:14 - MLIV 00:42:54 - Stocks To Watch 00:47:59 - The Market Open 00:50:06 - Stephanie Niven of Ninety One 00:58:49 - Core 6 & Movers 01:03:44 - Nvidia Outlook Boosts AI Optimism 01:05:49 - Meta Settles US Lawsuit 01:08:25 - Pernod Ricard Revised Guidance 01:15:47 - German Minister for Digital & State Modernization Karsten Wildberger 01:24:54 - Exclusive: Lockheed Martin Europe CEO Dennis Goege 01:28:36 - Historic Seasonal Lows for EU Gas Inventories 01:31:34 - Markets Brace for Warsh Speech Friday -------- 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