Tech Stocks Gain on AI Optimism as Nvidia Jumps | The Pulse 8/27/2026
Bloomberg TelevisionUS futures advanced as a bullish outlook from Nvidia bolstered confidence that the rapid expansion in artificial-intelligence spending is likely to run for longer. Bloomberg has learnt that the US government is investigating Singapore-based Apex Logistics for its suspected role in smuggling Nvidia AI chips to China, in what may result in the first action against a transportation company for allegedly participating in the illegal semiconductor trade. 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. Today's guests: Ozan Tarman, Deutsche Bank Vice Chair of Global Macro; Alex Karnal, Braidwell Co-Founder and CIO -- "The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. -------- 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 Chapters: 00:00:00 - The Pulse 00:01:55 - Nvidia Earnings, AI Demand & 2028 Outlook 00:05:08 - Meta’s Social Media Safety & Legal Challenges 00:09:05 - Higher Treasury Yields, Fed Policy & Equity Risks 00:13:12 - Is the AI Boom Still in Its Early Stages? 00:15:16 - Oil Prices & Strait of Hormuz Agreement 00:18:50 - Lockheed Martin on Europe’s Defense Buildout 00:21:54 - Russia Plans to Escalate Attacks on Ukraine 00:25:26 - Jackson Hole, Kevin Warsh & Fed Rate Expectations 00:30:50 - Nvidia, China & the AI Chip Market 00:34:33 - How AI Is Transforming Healthcare Investing 00:43:46 - Europe’s Push for AI & Technology Sovereignty 00:46:05 - Dangote Family Succession & Africa Investment Plans -------- 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