Nvidia’s CEO Boosts Outlook, Trump Mulls Greenland Options | The Opening Trade 1/7/2026

Nvidia said its revenue forecast has gotten brighter due to strong demand and large customer deals. The company suggested that revenue from current and future data center chips by the end of 2026 would eclipse the $500 billion level. CEO Jensen Huang says "[Nvidia] should have a very good year". Defense companies remain on alert after the White House does not rule out using the military to take Greenland. Meanwhile, oil prices fall after Donald Trump says Venezuela will send fossil fuel supplies to the US.

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
00:00:15 – Market Check
00:01:25 – Venezuela to Send to 50M Barrels of Oil: Trump
00:04:10 – US Won’t Rule Out Military Force to Acquire Greenland
00:06:10 – Memory & Cooling Stocks: CES Takeaways
00:10:02 – ‘Early Innings’ of Unlocking AI: AMD CEO Lisa Su
00:11:06 – Nickel Drops From 19-Month High
00:12:03 – Samsung President Wonjin Lee on Memory Pricing
00:16:13 – Biggest Ever Fed Funds Futures Block Trade
00:22:19 – FTSE 100 Futures
00:25:05 – We Should Have a Very Good Year: Nvidia CEO
00:29:02 – Nvidia, Mercedez Benz Team Up on AI in Cars
00:37:48 – Venezuela Oil Sector
00:43:01 – US Jolt, ISM Services Due
00:47:07 – Stocks to Watch: GSK, Ferrexpo, Defense Stocks
01:04:00 – GSK Stock
01:09:14 – Nvidia CEO and Siemens CEO on AI Partnership
01:17:21 – Trump Eyes Greenland
01:24:16 – US, Ukraine and 35 Countries Agree on Security Deal
01:29:40 – Trump on Venezuelan Oil
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