Putin Moves to Escalate War in Ukraine, Nvidia Fuels Faith in AI Boom | Opening Trade 8/27/2026
THE SO WHAT
Escalation in Ukraine alongside Nvidia-fueled AI optimism underscores how geopolitical risk and tech exuberance can coexist—and collide—in capital markets and supply chains. Boards should be stress-testing scenarios where conflict-driven disruptions hit the same semiconductor and energy corridors their AI plans rely on.
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