#wallstreet #investment #markets - Bloomberg Surveillance 10/14/2026: Bloomberg Televison

14 October 2026

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day than "Bloomberg Surveillance." Chapters: 00:00 Bank Earnings, Hot CPI and Chip Warning 04:33 Semi Weakness Is a Red Flag for 2027 — Cameron Dawson, NewEdge Wealth 19:05 Houthis Have Changed the Economics of Attack — Lt. Gen. Karen Gibson (Ret.), Academy Securities 30:18 Fed's ‘Two Hikes and Hope’ Strategy — James Bullard, Former St. Louis Fed President 39:40 Bank of America Hit by Trading Misses, $1.2B Penalty — Kristine Aquino 55:37 Strong Earnings Keep Investors Pro-Risk — Kate Moore, Citi Wealth 1:06:43 OpenAI May Delay Next Model for Safety Checks — Sarah Friar, OpenAI 1:15:46 Morgan Stanley Profit Climbs on Equity Trading Beat — Kristine Aquino 1:21:30 Advisory Can Cushion a Slower IPO Market — Chris Marinac, Brean Capital 1:32:42 AI Investors Face a Growth vs. CapEx Reckoning — Momei Qu, PSP Growth 1:42:45 Time to ‘Turn Down the Macro,’ Move Up in Quality — Emily Roland, Manulife John Hancock Investments 1:56:03 Inflation Is Stuck Near 3% — Jim Bianco, Bianco Research 2:04:02 US Consumer Prices Rise at Fastest Pace in Five Months — Michael McKee 2:07:39 CPI ‘Opens the Door More’ to October Fed Hike — Robert Sockin, PGIM 2:21:59 It Would Be ‘Stupid’ for the Fed to Hike Now — David Kelly, JPMorgan Asset Management

#Semiconductores #Acerinox #ELECNOR - Consultorio de bolsa con Juan José del Valle en Estrategias de Inversión - 14/10/2026

14 octubre 2026

Sigue semanalmente el análisis técnico de los valores planteados por los suscriptores de Estrategias de Inversión, realizado por Juan José del Valle en BBVA Trader Bolsa. Esta semana analizamos

#Semiconductores, #Acerinox, #ELECNOR, #Chubb, #Puig, #Unicaja, #Nike y #Repsol.

#investment - ASML Up on Supply Plans; BlackRock Reports Earnings | Stock Movers: Bloomberg Podcasts

14 October 2026

On this episode of Stock Movers:

• BlackRock (BLK) shares are responding to this morning's earnings. BlackRock reported assets under management that met the average analyst estimate and adjusted EPS and Sales beat estimates.
• ASML (ASML) shares are rising this morning after the company said it's searching for ways to produce more chip-making machines over the next two years due to soaring artificial intelligence spending. ASML said its current supply plans mean it won’t be able to fully meet demand in 2027 and 2028, and it's investigating ways to increase capacity for 2028 beyond the 30% increase previously communicated.

Latest Videos from Bloomberg Radio

Aramco Headquarters Attacked, ASML Struggles to Keep Up with Demand: Bloomberg Television

14 October 2026

Iran-backed Houthis launched missile and drone attacks across Saudi Arabia, targeting several cities, as oil giant Saudi Aramco’s headquarters in the east of the kingdom was hit. ASML shares rose after the Dutch company said soaring artificial intelligence spending means it’s searching for ways to produce more chip-making machines over the next two years. 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 Begins 00:00:06 - Opening Headlines: CPI, Oil and ASML 00:01:21 - Today's Agenda: US CPI and the Global Inflation Outlook, ECB, BOE and Second-Round Inflation Effects, Oil Prices Surge and Crack Spreads Widen 00:05:26 - Today's Agenda: Aramco HQ Hit as Middle East Conflict Escalates, ASML Raises Guidance Amid Strong AI Demand 00:07:46 - Europe’s AI Ambitions and Dublin AI Summit 00:10:53 - What to Watch: Lagarde, CPI and Bank Earnings 00:14:42 - Federated Hermes' Deborah Cunningham on Treasury Repricing, Repo Clearing and the Treasury Basis Trade, Treasury Supply and Competition for Capital 00:21:53 - Need to Know: Pope Leo, OpenAI and China Trade 00:24:10 - European Markets Ahead of US CPI 00:27:34 - ASML’s Critical Role in the AI Chip Supply Chain 00:30:33 - Rothschild & Co Redburn's Timm Schulze-Melander on AI Investment: Boom, Speculation and Visibility,,, Higher Yields and AI Financing Risks 00:38:18 - Jensen Huang Backs Europe’s AI Opportunity 00:39:46 - MLIV: AI Trade Faces Growing Market Scrutiny 00:43:03 - Stocks to Watch: ASML, Miners and Ørsted 00:46:15 - European Markets Open 00:48:52 - ASML Jumps at the Open 00:50:44 - ASML Demand, Capacity and the AI Buildout, European Stocks Rise as ASML Climbs 00:58:28 - Commerzbank CEO Bettina Orlopp on UniCredit Takeover, Commerzbank’s Asia Growth Strategy, German Loan Demand and Economic Outlook 01:08:05 - Stocks to Watch: ASML, Glencore and SEB 01:12:15 - European Markets: Tech and Luxury Lead 01:13:59 - Need to Know 01:15:21 - Anthropic's Guillaume Princen on AI Adoption, Startup Demand, Frontier Models and Falling Costs, Open Source AI, Safety and European Sovereignty 01:25:00 - Breaking News: Germany Pushes for More EU Curbs on Chinese Imports 01:26:27 - Fidelity's Salman Ahmed on US 10-Year Yield Could Reach 6%, Inflation, AI & the Limits of Monetary Policy 01:32:17 - Wall Street Bank Earnings: Equities Beat Fixed Income, Morgan Stanley and Bank of America Preview 01:35:35 - What to Watch Ahead