#europe #investment #markets - TSMC Earnings Beat; Anthropic Says It's Now Profitable: Bloomberg Television

15 October 2026

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, trading on South Korea's Kospi was halted after it fell more than 8%. Investors now pricing in more Fed rate hikes after US inflation came in hot. TSMC reported third quarter net income that beat estimates and has maintained its 2026 capex plan of between $60 billion and $64 billion. And Bloomberg has learnt that Anthropic has told prospective investors that its third-quarter revenue hit $16.8 billion, turning it profitable on an adjusted basis. Today's guest: Anjali Sardana, Pronto, Founder & CEO; Per Narvinger, Ericsson, CEO. Chapters: 00:00:00 - Daybreak Europe 00:02:38 - Treasuries Rally on Haven Demand 00:04:50 - CoreWeave’s Big Dream Crashes Into Reality as Yields Top 15% 00:09:55 - Kallenius: EU-China Auto Deal Pragmatic Agreement 00:14:10 - Bloomberg New Economy Forum in India 00:17:00 - Anjali Sardana: Pronto Co-Founder & CEO 00:21:43 - Huang: Cost of a Token Decreasing 30 to 40 Times Per Year 00:25:15 - TSMC’s Outlook Beats Estimates in Affirmation of AI Buildout 00:31:07 - Volkswagen Eyes Expansion Into US Markets 00:36:01 - Valterra's Value for Money Strategy 00:40:01 - Per Narvinger, Ericsson CEO

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