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11.08.26 - 17:30
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S&P 500 Hovers Near Record Highs on US-Iran Hopes (Bloomberg)
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Stocks traded near all-time highs and bonds rose as hopes for a deal to revive the Strait of Hormuz trimmed a rally in oil prices.
Eric Freedman, CIO at Northern Trust, discusses the current market landscape. (Source: Bloomberg)...
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11.08.26 - 13:01
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Trump Hardens Stance on Iran, Nvidia Taps Wall Street for $500B | The Opening Trade 8/11/2026 (Bloomberg)
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US President Donald Trump hardened his stance toward Iran as negotiations to reopen the Strait of Hormuz continue, pronouncing that the Islamic Republic must pay reparations for past attacks. Trump made his sweeping new demands on Monday after accusing Tehran of itself seeking compensation for war damages through public statements even though the issue had never been raised in negotiations.
US investment giants including Apollo Global Management Inc., Blackstone Inc., BlackRock Inc. and Brookfield Asset Management are partnering with Nvidia Corp. to source $500 billion in financing for artificial intelligence infrastructure.
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 Guy Johnson and Tom Mackenzie. (Source: Bloomberg)...
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11.08.26 - 12:06
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Wall Street just endorsed Jensen Huangs big concept for AI. What now? (CNBC)
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The first three-plus years of the AI buildout has been funded by record amounts of equity and debt issued by leading tech companies. Nvidia has a new idea... --- Nvidia CEO Jensen Huang revealed what he expects to be the next phase of financing, backed not by corporate balance sheets, but by Wall Street’s top power brokers.. --- Firms including Goldman Sachs and BlackRock say they see the potential to make money by investing directly in AI systems.. --- “You can think about it as a revenue stream, and you can securitize it or effectively divide that risk and sell it,” said Waldemar Szlezak, KKR’s head of digital infrastructure..
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