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Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Kristine Aquino, Carol Massar and Tim Stenovec.
EXCLUSIVE: Elon Musk approached Donald Trump with the idea of slowing down Starlink in Ukraine, The Telegraph can reveal.
The billionaire tech entrepreneur approached the US president with the proposal to introduce speed limits on the system, which hampered Ukraine’s drone defences, according to four sources familiar with the discussions.
🔗 https://t.co/csB61ujIuK
onathan 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 Fed Hold Bets, CoreWeave Stress and Tech Reset
05:10 Tech Reset Has Further to Go — Keith Lerner, Truist Advisory Services
17:39 Data Centers Become an Affordability Fight — Matthew Aks, Evercore
30:29 Citi Remains Constructive After FICC Trading Beat — David Livingstone, Citi
40:31 Long-End Treasuries Offer Good Value — Andrew Balls, PIMCO
55:25 Treasuries Are ‘Absolutely’ Still a Safe Haven — Priya Misra, JPMorgan Asset Management
1:07:03 Are We Past ‘Peak Anti-AI Sentiment?’ — Ariana Salvatore, Morgan Stanley
1:18:19 Credit Stress Isn't Contagion Yet — Dominique Toublan, Barclays
1:28:26 Three Fed Hikes Are the Minimum — Calvin Tse, BNP Paribas
1:40:32 Not Ready to Step In on Chip Stocks — Stuart Kaiser, Citi
1:53:20 Chip Bounce Won't Mean the Selloff Is Over — Jonathan Krinsky, BTIG
2:04:01 Investors Stay in Stocks as Bond Demand Grows — Rick Wurster, Charles Schwab
2:16:17 Anthropic Should Delay IPO Over AI Safety — Mark Levine, New York City Comptroller
Evercore ISI senior managing director Mark Mahaney discusses whether artificial intelligence is disrupting Google's search business and where the next wave of AI demand could emerge.
Tesla unveiled its new Roadster sports car, which will give the company another offering in its lineup when it goes on sale.
China moved to stabilize its equity market by urging companies and state funds to buy shares while guiding some investors to curb selling, people familiar with the matter said. Financial regulators held a meeting Thursday to discuss stabilization measures for the stock market, the people said, asking not to be identified discussing private deliberations.
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
00:01:22 - Today's Agenda: Markets, Kevin Warsh & the Fed Outlook, EU-China Trade Tensions Escalate, UK Banks Face Potential Tax Hike
00:10:20 - Takeaways From the IMF Meetings
00:14:06 - Aberdeen's Sree Kochugovindan on Fed Policy, AI Debt & Global Growth
00:22:09 - Need to Know: Indonesia Rout, UniCredit & Tesla's Flying Roadster
00:24:09 - European Markets Ahead of the Open
00:25:38 - Latvia PM Andris Kulbergs on Ukraine, Russia & China
00:33:28 - Growing Risks Around the AI Trade
00:35:30 - Cracks Emerge in AI Financing
00:39:03 - AI Volatility & Fed Rate Bets, Indonesia Suffers Historic Market Rout: MLIV
00:42:34 - Stocks to Watch
00:46:17 - European Market Open
00:50:47 - Neuberger's Maya Bhandari on Cautious on European Equities,
00:58:01 - Tech Rebounds as UK Banks Slide
01:00:32 - Breaking News: China Responds to EU Trade Pressure
01:03:01 - UK Chancellor John Healey Plans Bank Tax Hike
01:04:24 - UniCredit Moves Closer to Commerzbank Takeover
01:06:31 - Fed Rate-Hike Bets Recede After Warsh
01:09:25 - Breaking News: China Moves to Support Stock Market
01:15:06 - Ukrainian President Zelenskyy Arrives & Speaks at EU Leaders' Summit
01:18:43 - Romanian President Nicușor Dan on Ukraine & Russian Threats
01:26:31 - EU Plans New Powers to Counter Chinese Imports
01:32:36 - Week in Review: AI, Markets & the Fed
01:35:06 - Weekend Preview
A journalist asked Zelensky: “Don’t you think Trump has made you a scapegoat for his own problems?”
The Ukrainian president smiled knowingly and replied: “That is my answer.”
The room erupted in laughter and applause.
US senator calls for investigation into Starlink-related disruptions
Republican Senator Thom Tillis has called on the Pentagon’s inspector general to investigate outages that, he says, occurred in the Starshield system rather than on the Starlink or SpaceX side.
Tillis said the restrictions put Ukrainian civilians, US diplomats and security personnel at risk.
He described the incident as either a serious mistake or a possible attempt to create conditions for a Russian attack.
