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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from Berlin, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins.
On today's show, global stocks gained as strong tech earnings eased concerns over the AI trade. SpaceX reported blowout third-quarter results with net income of $4.4 billion soaring past the average estimate of $1.88 billion. CEO Elon Musk seized on the momentum to call for a mega-merger with Tesla.
Nvidia CEO Jensen Huang is due to speak at the company's GTC developer conference in Berlin, after announcing billions of dollars worth of investments in Europe.
Today's guests: Lars-Hendrik Röller, Berlin Global Dialogue, Founder; Maria Ferraro, Siemens Energy, CFO; Martin Blessing, German Chancellor's Special Representative for Investments in Germany; Christian Sewing, Deutsche Bank, CEO.
Chapters:
00:00:00 - Daybreak Europe
00:01:28 - Hormuz Ship Attacks Threaten Crude Shipments
00:05:30 - SpaceX, Tesla Boards Study Potential $3.5 Trillion Combination
00:10:36 - Zelenskyy: Witkoff to Aim for Trilateral Meeting
00:14:30 - European Gas Hovers Near Highest Since 2022
00:17:20 - Lars-Hendrik Röller, Berlin Global Dialogue, Founder
00:21:46 - Maria Ferraro, Siemens Energy, CFO
00:26:28 - Martin Blessing, German Chancellor's Special Representative for Investments in Germany
00:33:23 - Nvidia Invests $2B In European AI Projects
00:39:02 - Christian Sewing, Deutsche Bank, CEO
Breaking: Elon Musk ordered the Starlink slowdown that blindsided Ukraine https://t.co/bbLQBC4sbA
Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from Brussels, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins.
On today's show, AI jitters returned after the Korean data center firm Elice flopped on its stock market debut. Shares fell as much as 35% after its IPO, which raised $151 million.
Bloomberg has learnt that the AI cloud computing firm Nscale is in talks to sell computing power to Anthropic, in a deal that could be worth about $45 billion.
The German Chancellor Friedrich Merz has warned against complacency over the dangers posed by Russia, saying that President Putin is seeking to undermine democracy in Europe.
And tougher security measures, including an 11pm curfew in some parts of Paris and other cities, appear to have quelled violent protests in France for now. But unions have called for a strike next month, with more demonstrations planned for this Saturday.
Today's guest: Ana Boata, Allianz Trade, Head of Economic Research
Chapters:
00:00:00 - Daybreak Europe
00:01:39 - Elice’s 33% Debut Plunge Rekindles Doubts Over AI Spending Boom
00:03:19 - Japan 20-Year Bond Sale Sees Record Demand
00:07:21 - Nscale, Anthropic in Talks for $45 Billion Cloud Computing Deal
00:12:49 - Merz Warns Europe That It’s Underestimating the Russian Threat
00:18:31 - French Unrest Tapers Off After Security Measures Imposed
00:27:46 - Ana Boata, Allianz Trade, Head of Economic Research
00:34:39 - Ukraine Suspects US Blocking Intelligence on Russian Attacks
🇫🇷🇷🇺 French intelligence agencies have confirmed that Russia-linked bot networks are weaponizing the past weekend's violent riots by flooding social media with old, recycled, and AI-generated fake videos of police brutality to provoke the rioters even further.
Russian networks like "Matryoshka" are acting as digital opportunistic arsonists, intentionally exaggerating the scale of the chaos to simulate nationwide civil unrest.
