Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we’ll tell you what matters for investors in Europe, giving you insight before trading begins.

Nvidia gave a bullish sales outlook for fiscal 2028, easing concerns that AI spending is poised to lose momentum. The upbeat outlook offered relief to investors concerned about a bubble in the AI economy.

Bloomberg understands Russia is preparing to escalate attacks on Ukraine after concluding that negotiations for a peace deal have reached a dead end. For now, Russia is said to be weighing an intensification of powerful conventional ballistic missile attacks on Kyiv, including the center of the capital, and infrastructure targets in other Ukrainian cities.

And Iran’s military said it reached a revenue-sharing agreement with Oman on the Strait of Hormuz, as Tehran and Washington’s standoff over control of the crucial waterway continues.

Today’s guest: Vanessa Hudson, Group CEO, Qantas.

Chapters:
00:00:00 – Daybreak Europe
00:00:53 – Stocks, Futures Rise on Nvidia Outlook
00:03:14 – Nvidia CFO: Revenue to Grow About 70% in Fiscal 2028
00:07:07 – Asia Stocks Climb for Third Day on Outlook on Nvidia Outlook
00:10:53 – Nvidia Predicts AI-Fueled Sales to Surge Into 2028
00:14:32 – Qantas to Start Retiring A380 Superjumbos in 2028
00:15:01 – Vanessa Hudson, Group CEO, Qantas
00:20:22 – Qantas Profit Slumps to 4-Year Low as Fuel Costs Soar
00:23:45 – Nepal-China Border Flood Kills at Least 162
00:28:16 – Russia Said to Prepare to Escalate Ukraine War
00:33:18 – IRGC Says US Obstructing, Causing Delays
00:36:17 – Dangote Family on IPO Plans, Succession
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Jaguar Land Rover’s first electric Range Rover will start at £154,070 ($208,420), a price tag that will test wealthy buyers’ appetites for a battery-powered sport utility vehicle. Nigel Blenkinsop, chief operating officer at Jaguar Land Rover, speaks on Bloomberg Television about the new vehicle, the outlook for sales in the US and competition with Chinese automakers.
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US stocks and Treasuries drifted ahead of Federal Reserve Chair Kevin Warsh’s address at Jackson Hole, with traders looking for clarity on his economic outlook and strategy for bringing inflation back to target.

Warsh’s address, scheduled for 10 a.m. New York time, is shaping up as a crucial moment for markets as doubts about his commitment to taming inflation have helped push up long-term yields. A divided policy committee and the Treasury’s bond market intervention are further complicating the backdrop.

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 | 8/28/2026
00:01:20 – Warsh Speech in Spotlight
00:03:42 – AI Trade Revived
00:06:05 – Hormuz Flows Ease Oil Supply Fears
00:09:02 – Daybook
00:11:39 – Kansas Fed’s Schmid
00:14:42 – Freya Beamish of GlobalData
00:21:37 – Need To Know: Nepal, Infantino, “Lake America”
00:25:48 – Amy Gower of Morgan Stanley
00:32:11 – Chicago Fed’s Gooslbee
00:33:06 – Norway’s King Harald Dead
00:33:47 – MLIV
00:38:15 – Fiscal Focus for French Presidential Debate
00:40:54 – Stocks To Watch
00:47:59 – The Market Open
00:50:42 – Paul Jackson of Invesco
00:58:34 – Core 6 & Movers
01:15:34 – Chinese Hybrids Surge
01:18:53 – Robotaxis in London
01:20:31 – Ashwini Anburajan of Obi
01:28:19 – Fed Officials Split on Rate Path
01:29:22 – Warsh Speech Preview
01:31:36 – Nepal Flash Flood Death Toll Rises
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OpenAI CEO and co-founder Sam Altman discusses the rollout of GPT-6 Astra, the company’s latest AI model, and says the tech industry has done a terrible job of communicating the benefits of AI. Speaking with Ed Ludlow on “Bloomberg The Close,” Altman also says he assumes the company will go public one day.
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US Treasury Secretary Scott Bessent’s interventionist summer has already led to pushback and questions about his credibility in financial markets. Now he faces a test with global peers. Ahead of the meeting of Group of 20 finance ministers in Asheville, North Carolina, on Monday, Bessent has vowed to return the conversation among the world’s top economic policymakers to the core subject of boosting growth. Shawn Donnan, Bloomberg Senior Economics Writer talks about the latest from the G20. Ed Ludlow, Bloomberg Tech Co-Host also discussed his interview with Nvidia CEO Jensen Huang. Then, Brian Quintenz, KalshiEx Board Member and Fmr. CFTC Commissioner joined to discuss recent enforcement actions from the prediction market platform. Finally, Ryan Gould, Bloomberg News Deals Reporter discussed the latest on his reporting about how KKR has spent the past five years leveraging limited airport space to the advantage of Atlantic.

Chapters
00:00:00 Bloomberg Businessweek Daily
00:02:03 Market Update: Stocks Fall as Oil Rises
00:03:50 Bessent Faces a Credibility Test at the G20
00:06:28 Treasury’s Interventionist Summer
00:08:11 Bessent, Warsh & the Fight Over Interest Rates
00:09:29 Can Markets Trust the Treasury Secretary?
00:11:23 Nvidia Invests $3.5 Billion in MediaTek
00:13:10 Nvidia’s Strategy Beyond Its Own AI Chips
00:16:01 Custom Chips & the Competition for Nvidia
00:19:02 Market Update: Amazon Falls on FTC Report
00:20:52 Kalshi’s First Lifetime Trading Ban
00:24:16 Court Ruling Challenges Kalshi’s Sports Markets
00:26:01 Could the Kalshi Fight Reach the Supreme Court?
00:28:35 Who Should Regulate Prediction Markets?
00:30:20 Mention Markets, Insider Trading & Regulation
00:32:34 Market Update: Oil Near $86, Stocks Lower
00:34:28 Private Aviation Becomes a $10 Billion Business
00:36:01 How KKR Transformed Atlantic Aviation
00:37:30 Private Jet Demand & the Airport Capacity Crunch
00:41:02 Could Atlantic Aviation Eventually Go Public?
00:43:01 Market Check: Oil, Yields & Inflation
00:44:16 Stock Movers: Amazon, Edison & Deere
——–
More on Bloomberg Television and Markets

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