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Reuters Morning Bid

Reuters Morning Bid

The $500 billion Nvidia bet

Reuters Morning Bid · Aug 11, 2026 · 8:50

0:008:50

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Nvidia is reportedly working with Wall Street giants on a financing push that could funnel up to $500 billion into AI infrastructure. Oil prices are climbing again as hopes for a breakthrough between the U.S. and Iran being to fade. And traders are once more trusting Japan's resolve to defend the yen as Treasury yields march higher.

Today's recommended read: Trump reopens Fed battle at critical time for bond markets by Mike Dolan ⁠

Subscribe to Mike Dolan's Morning Bid⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ newsletter,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and check out his columns on⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Reuters Open Interest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Produced by Eliza Davis Beard and Abisoye Osundairo.

Sound engineering and music by Sebastian and Josh Sommer.

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Episodes: Reuters Morning Bid

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