Bloomberg Television·2026-08-27 04:27Artificial Intelligence and Technology Sector - NVIDIA expects fiscal 2028 revenue to grow by 70% and maintains industry-leading gross margins despite supply constraints [2][3][6][8] - Anthropic committed to spend $45 billion to rent AI computing capacity from a flagship center in West Virginia using NVIDIA's chips [154] - OpenAI committed to major engagements with NVIDIA potentially reaching 150 to 200 billion dollars in revenues [56] - Meta agreed to pay up to 18 billion dollars over 10 years and introduce new platform safeguards to settle a U.S. lawsuit regarding social media addiction [1][65][127] Macroeconomics and Central Bank Policy - The Bank of Korea hiked interest rates by 25 basis points to 3% and upgraded its 2026 GDP growth forecast to 3.3% [169][170] - South Korea's gross domestic product is projected to grow by 3.7% driven by the semiconductor boom and surging trade income [85] - U.S. Treasury yields face pressure as December Federal Reserve rate hikes are fully priced in amid elevated inflation [23] Commodities and Energy Industry - Greatland Resources reported a record net profit after tax of over 800 million Australian dollars driven by strong gold and copper production [137] - Qantas saw annual profits slump to a four-year low and scrapped buybacks after the Iran war pushed fuel costs higher by 420 million Australian dollars [134][135]