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Huawei Pitches Egypt With AI Chips, Data Center Buildout
Bloomberg Television· 2026-08-26 08:53
This is news from Bloomberg reporting that Huawei has offered to build data centers and supply its ascend. Those are Huawei's cutting edge trips to Egypt. Egypt has put together a bidding process for this, and Huawei is part of that bid.It hasn't been accepted yet, but really fascinating that Huawei is looking. It would be for the first time to get access to the African market in terms of shipping. It's cutting edge AI chips into that market and building data centers.So we'll see how that evolves. Our repor ...
X @LBank.com
LBank.com· 2026-08-26 08:30
Market Position - LBank leads the NVIDIA spot market share at 3.59% [1] - LBank's NVIDIA spot market share is approximately 4x higher than Bybit's share [1] Trading Products and Services - Spot trading availability includes NVDAB, NVDAX, and NVDAON [1] - Futures trading availability includes NVDA with up to 50x leverage [1] - New users can unlock 100 US dollars in rewards [1]
X @Forbes
Forbes· 2026-08-26 08:00
Market Dynamics & Stock Outlook - Semiconductor industry focuses on Nvidia stock trajectory heading toward the year 2030 and key catalysts to monitor [1] - Market analysts track visual media and photographic records concerning Nvidia market valuation and future positioning [1]
Bessent Gets Boost from Oil, Bond Signal: 3-Minutes MLIV
Bloomberg Television· 2026-08-26 07:43
Macroeconomic and Market Dynamics - Declining oil prices signal slightly slower inflation, which benefits the back end of the yield curve [1][2] - Treasury yields have been outperforming relative to interest rate swaps, showing stronger market appetite for bonds [3][4] - Citadel's report indicates a bullish shift in positioning for long bonds among momentum-following traders [4] - Structural US fiscal deficits and debt loads remain a critical concern, with plans expected to focus on economic growth rather than austerity [6][7] Industry Trends and Corporate Performance - Artificial intelligence infrastructure buildout and development are highlighted as key drivers for future economic growth [8] - Nvidia projects third-quarter revenues to reach approximately $92 billion, and anticipates exceeding $100 billion in subsequent periods [9] - Nvidia's gross margin is expected to reach 75% for the third quarter, serving as a critical metric for market performance [9] - Rising costs for memory chips and cost management strategies will impact Nvidia's pricing adjustments and cost controls [10][11]
Oil Drops on Strait of Hormuz Breakthrough Hopes| Insight with Haslinda Amin 8/26/2026
Bloomberg Television· 2026-08-26 07:24
LIVE FROM SINGAPORE THIS IS "INSIGHT WITH HASLINDA AMIN. OIL PRICES EX TENDING DECLINES AND HOPES FOR AN ENERGY FLOW THROUGH THE STRAIT OF HORMUZ. IRAN AND OMAN DISCUSS A TEMPORARY CORRIDOR AND MINE-CLEARING AGREEMENTS.NVIDIA'S EARNINGS OUT LATER YESTERDAY SET TO BE THE NEXT MAJOR CATALYST FOR MARKETS IN THE AI TRADE. WE'LL GET THE OUTLOOK FROM JANET HENRY WHO SEES INFLATION RISKS STILL SKEWED TO THE UPSIDE AND AS FOREIGN INVESTORS HELP THAILAND'S EQUITIES RALLY WE SPEAK TO ASADEJ KONGSIRI ABOUT WHAT'S LURI ...
US Moves to Revoke 200,000 Visas | Horizons Middle East & Africa 8/24/2026
Bloomberg Television· 2026-08-26 07:16
Geopolitics and Macroeconomics - Brent crude prices fell 3% following talks between Iran and Oman regarding a temporary shipping corridor through the Strait of Hormuz, with permanent solutions to be negotiated over 30 to 60 days [5] - The 10-year Treasury notes yielded 4.64%, dropping from previous highs, while Bitcoin traded around 79,000 dollars and gold hovered around 4,600 dollars [4][6] - The White House announced plans to revoke up to 200,000 visas, primarily targeting asylum-seekers amidst a backlog of over 3 million immigration cases [37] - Canada announced dollar-for-dollar tariff retaliation affecting 20 billion dollars of annual U.S. exports, including steel, aluminum, and electronics, prompting the U.S. to weigh further trade penalties [50][54] Technology and Corporate Earnings - Nvidia reported strong investor focus ahead of its quarterly earnings, with the street expecting 99% year-on-year earnings growth, 99% revenue growth, and 75% gross margins [2][55] - Nvidia warned customers of potential price increases of about 15% on servers to account for surging memory chip costs, while free cash flow for the quarter was expected to exceed 210 billion dollars [57][58] - OpenAI reported that its in-house "Jalapeno" branded chips outperformed Nvidia's key processors in tests and plans to deploy them later this year [60] - SoftBank entered talks for a potential 10 billion to 20 billion dollar bond offering as early as September to help refinance a 40 billion dollar bridge loan secured for its investment in OpenAI [85] Energy and Infrastructure - Nano Nuclear Energy signed the first nuclear micro-reactor partnership in the UAE to help power off-grid desert data centers and decarbonize oil and gas fields, with deployment targeted between the 2030s and 2040s [61][70] - Zimbabwe experienced an economic turnaround, with Citigroup expecting inflation to fall and the cash fiscal deficit to balance after dropping to -6.7% of GDP in 2023, supported by gold export earnings jumping 69% to 3.1 billion dollars in the first half of 2026 [75][78]
China Defiant Over Iran Ties; Tech Stocks in Focus Before Nvidia Results | The Asia Trade 8/26/2026
Bloomberg Television· 2026-08-26 07:01
>> THIS IS "THE ASIA TRADE." THE TOP STORIES THIS HOUR. ASIAN STOCKS THAT ARE GAINS. U.S. CHIPMAKERS HALTING A SEVEN-DAY LOSING STREAK AHEAD OF NVIDIA'S RESULTS.CHINA WARNS ITS RELATIONS WITH IRAN WILL NOT BE DISRUPTED AS THE U.S. THREATENS SANCTIONS ON THOUSANDS OF ENTITIES IN THE MAINLAND AND HONG KONG. PLUS, HOW AI COULD REVOLUTIONIZE DRUG DEVELOPMENT. WE LIVE AT A SUMMIT IN HONG KONG WITH THE FOUNDER OF A FARMER STARTUP -- PHARMA STARTUP.HAIDI: LET'S GET YOU SET UP FOR TRADING THIS WEDNESDAY AS WE GET T ...
Iran and Oman Discuss Strait of Hormuz Deal | Daybreak Europe 8/26/2026
Bloomberg Television· 2026-08-26 06:46
>> LIVE FROM LONDON THIS IS BLOOMBERG DAY BREAK. I’M LIZZY BURDEN. TOP STORIES.OIL EXTENDS ITS SLIDE AS OMAN AND IRAN PUSH AHEAD ON TALKS FOR A TEMPORARY AGREEMENT ON THE STRAIT OF HORMUZ. EUROPEAN FUTURES POINT TO A HIGHER OPEN. INVESTORS COUNT DOWN TO REPORTS FROM NVIDIA AND THE U.S. WEIGHS FRESH TRADE PENALTIES AGAINST CANADA, RAISING THE RISK OF AN ESCALATING TRADE WAR.GOOD MORNING, IT IS A BIG DAY FOR MARKETS. WE’RE WAITING FOR NVIDIA EARNINGS. NASDAQ FUTURES ARE ON THE BACK FOOT IN ANTICIPATION BUT IT ...
X @OKX
OKX· 2026-08-26 06:45
Nvidia reports earnings today. One of the biggest tests yet for the AI boom.Position before the market moves, no matter your time zone.Trade $NVDA around the clock with tokenized stocks, TradFi Perps or Equity X-Perps on OKX, where available. https://t.co/FSxxVKOd70 ...
X @Cointelegraph
Cointelegraph· 2026-08-26 06:30
⚡️ NEW: Jim Cramer says he keeps reading about chips that supposedly beat Nvidia, but every year real competitors fail to show up.Who do you think could beat Nvidia? 👀 https://t.co/00tE5tBkEC ...