Iran War Shakes Trump-Xi Summit, Nvidia Makes $1T Forecast | The Asia Trade 3/17/2026

“Bloomberg: The Asia Trade” brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Sydney with Shery Ahn and Haidi Stroud-Watts, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets.

Chapters:
00:00:00 – Bloomberg: The Asia Trade begins
00:02:34 – Trump says he asked China to delay Xi summit due to Iran war
00:07:09 – Nvidia makes trillion-dollar revenue forecast
00:10:21 – Nvidia’s outlook gives tech a vote of confidence
00:16:13 – CIBC Private Wealth Group’s Rebecca Babin on energy market outlook
00:25:32 – Miller Center’s Mara Rudman on the US-China dynamics, Middle East conflict
00:34:00 – AI hyperscalers’ shadow borrowing bolsters private credit risks
00:34:35 – Alibaba plans major revamp to heighten focus on AI profits
00:41:39 – Iran war chokepoints cast doubt on global chip supply
00:47:21 – Market opens in Japan and South Korea
00:50:59 – Vantage Markets’ Hebe Chen on investment strategy
00:59:03 – China urges US to remove unilateral tariffs, restrictions
00:59:03 – Trump demands help with Hormuz, threatens more Kharg strikes
01:14:15 – Nvidia’s $1T AI outlook extends growth visibility
01:18:07 – Bloomberg Intelligence on Alibaba’s new Token Hub
01:20:10 – China’s AI boom sparks job loss fears, regulatory dilemma
01:25:09 – AUSTRALIA AHEAD: Former RBA Assistant Governor Luci Ellis on rate path, economic outlook
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