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Nvidia Tepid After Earnings; US-Iran Talks | Horizons Middle East & Africa 2/26/2026

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Nvidia beats forecasts but investors shrug, raising fresh doubts about whether the AI boom can keep powering the markets. Also on the show: the US and Iran are set to resume nuclear talks amid fears of renewed US strikes if the two fail to reach an agreement; South Africa’s latest budget is being seen as a turning point for the country’s public finances; India and Israel are strengthening ties in the areas of defense, trade and counter-terrorism; high-stakes standoff unfolding between the Pentagon and Anthropic. Guests include: Paul Mackel, HSBC, Global Head of FX Research; Kgothatso Baloyi, RMB, Trading Structurer.

Horizons Middle East & Africa is your daily spotlight on one of the world’s fastest-growing regions. Live from Dubai, we bring you the latest global markets and analysis, plus news-making interviews, with a special focus on MEA. All that and more, as you head to the office in the Gulf, pause for lunch in Hong Kong, or start your day in London or Johannesburg.

Chapters:
00:00:00 – Introduction
00:05:15 – Nvidia 1Q revenue outlook tops lofty estimates
00:13:12 – Paul Mackel, HSBC, Global Head of FX Research
00:18:48 – US, Iran set to resume nuclear talks in Geneva
00:28:13 – Kgothatso Baloyi, RMB, Trading Structurer
00:34:16 – Amir Yaron, Israeli Central Bank Governor
00:36:37 – India and Israel deepen ties with defense, trade pledge
00:42:00 – Anthropic-Pentagon feud over AI guardrails
——–
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US-Iran Ceasefire Optimism Meets Market Skepticism | Insight with Haslinda Amin 04/18/2026

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Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the …

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Hormuz Still at Standstill, Denting US-Iran Peace Deal Hopes

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Shipping in the Strait of Hormuz was at a near standstill early Sunday after Iran reversed its decision to reopen the waterway and …

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Oil and Gas Prices Plunge After Iran Says Hormuz Strait Is Open

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Oil and gas prices plunged early Friday after Iran said the Strait of Hormuz is now completely open to traffic. But Bloomberg’s Mia Gindis says it may take some time for tanker traffic to bounce back. She reports on “Bloomberg Open Interest.”
——–
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Gunfire Reported as Iran Shuts Strait of Hormuz and US Blockade Intensifies

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Bloomberg News White House Correspondent Jeff Mason and The Associated Press’ International Correspondent Philip …

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Trump Says Iran Will Suspend Nuclear Program, Hormuz Reopens | Balance of Power 4/17/2026

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On the early edition of Balance of Power, Bloombe Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz discuss the reopening of the Strait of Hormuz and the potential suspension of Iran’s nuclear program. On today’s show Chatham House associate fellow Natasha Hall, Harvard Kennedy School Ash Center Visiting Democracy Fellow Jeanne Sheehan Zaino, principal of the International Practice at BGR Group Lester Munson, and Rapidan Energy Group founder and president Bob McNally.

Chapters:
00:00:00 – Balance of Power: Early Edition Begins
00:06:32 – Tyler Kendall, Bloomberg News
00:09:01 – Natasha Hall, Chatham House
00:20:30 – Kate Sullivan, Bloomberg News
00:24:09 – Jeanne Sheehan Zaino & Lester Munson, BGR Group
00:31:28 – Eric Weiner, Bloomberg News
00:35:27 – Bob McNally, Rapidan Energy Group
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