#asia #china #news - Nvidia Board Meets As Jensen Huang Fallout Widens: Bloomberg Television

12 November 2026

“Bloomberg: The China Show” is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, Yvonne Man and Stephen Engle give global investors unique insight, delivering in-depth discussions with the newsmakers who matter. Chapters: 00:00:00 - Bloomberg: The China Show opens 00:03:33 - Markets mull Jensen Huang infidelity controversy 00:09:37 - Bernstein's Stacy Rasgon on lowering Nvidia price target 00:16:57 - Jupiter Asset Management's Sam Konrad on Nvidia's leadership crisis 00:25:38 - Alleged spy in Nvidia scandal said to be in China 00:31:17 - Hedgeye Risk Management's Felix Wang on Nvidia's leadership crisis 00:44:01 - Is Taiwan's tech sector weighed down by the Nvidia scandal? 00:47:09 - Parts of Asia's AI trade shrug off Nvidia controversy 00:51:49 - Nvidia's board meets to decide Jensen Huang's fate 00:55:57 - Is Nvidia's core business affected by leadership turmoil? 01:08:53 - Center for International Governance Innovation's Einer Tangen on national security risks facing Nvidia 01:17:01 - Anthropic IPO said to be multiple times oversubscribed 01:22:09 - Chinese chipmakers stand to gain from Nvidia's slump 01:26:06 - China's ultra-rich declare $24B in back taxes

#europe #investment #markets - Stocks Gain on AI Optimism Despite US Inflation Concerns: Bloomberg Television

11 November 2026

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. Global stocks climbed as investor enthusiasm for the artificial intelligence trade outweighed concern that hotter-than-expected US inflation will prompt the Federal Reserve to raise interest rates further. CoreWeave eased fears about its debt-laden business during a high-stakes quarterly report, indicating that sales growth remains strong despite challenges facing the data center industry. Plus, Anthropic’s bankers are weighing plans to increase the company’s valuation in its IPO to $1.5 trillion or more, the Financial Times reported. Meanwhile, OpenAI’s quarterly revenue hit $10 billion for the first time, according to people familiar with the matter. Today's guest: Christian Bruch, Siemens Energy, CEO. Chapters: 00:00:00 - Daybreak Europe 00:03:21 - SoftBank Shares Fluctuate After $7 Billion Loss on Writedown 00:07:40 - OpenAI Third-Quarter Revenue Soars Nearly 50% to $10 Billion 00:14:09 - Christian Bruch, Siemens Energy, CEO 00:23:01 - House Republicans Thwart Massie’s Effort to Impeach Hegseth 00:27:34 - First Russia-Ukraine Talks Since February 00:32:08 - Rate-Hike Debate Ignited by Fed Officials as CPI Comes in Hot 00:37:39 - Cop31 in Focus

#europe #investment #markets - Trump Says FBI Reviewing Nvidia CEO Huang's Affair: Bloomberg Television

10 November 2026

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. President Donald Trump said the FBI is looking into Nvidia Chief Executive Officer Jensen Huang’s extramarital relationship with a suspected Chinese spy, and offered his support to the embattled chip magnate a day after the affair was disclosed. Anthropic is set to kick off the formal marketing of its blockbuster initial public offering as early as Tuesday after an apparent snafu over the filing documents added a dose of last-minute drama to a nervous market. And global stocks were on track for their best two-day gain in more than three months as a resurgent tech rally and a further decline in oil prices boosted sentiment. Chapters: 00:00:00 - Daybreak Europe 00:00:57 - Global Stocks Ride Tech Rally Higher 00:03:26 - Anthropic Aims to Raise Up to $69.3 Billion in IPO: Reuters 00:07:31 - Trump Backs Nvidia CEO After Affair 00:10:19 - Anthropic Retracts IPO Filing Details, Citing Inaccuracy: Rtrs 00:14:51 - Trump Signals Further Airstrikes on Iran Won’t Be Necessary 00:19:49 - Goolsbee: Must Address Inflation Failure 00:22:30 - Bailey Urges Greater UK Trade Openness 00:25:18 - SoftBank Logs $7 Billion Loss After US Data Center Costs Swell 00:28:52 - Sven Schneider: Infineon CEO 00:35:07 - Russia, Ukraine Envoys Meet for Talks in UAE 00:37:40 - The War Putin Wanted to Keep Away Is Coming Home to Russia 00:45:07 - US Inflation Remains Stubborn

#wallstreet #investment #markets - Stocks, Bonds Fluctuate After Democrats Win Control of US Congress: Bloomberg Television

4 November 2924

US equity futures fluctuate as Democrats wins control of both the House and the Senate. The party wins at least 228 House seats and will hold at least 54 Senate seats. Seema Shah of Principal Asset Management joins "Bloomberg Brief" to discuss the market impact of the election results. Brett Bruen of Global Situation Room examines what the shift in Congress could mean for the Trump administration. Chapters: 00:00:00 - Bloomberg Brief 00:02:23 - AMD, Arista and Novo Nordisk Earnings 00:04:05 - Democrats’ Midterm Sweep and Market Impact 00:07:21 - California Election Results 00:08:46 - Markets Rally After Democratic Sweep 00:11:38 - AI Data Centers Face Political Scrutiny 00:13:10 - AMD Earnings and AI Demand 00:14:03 - Meta, BMW and Google Headlines 00:15:33 - Seema Shah, Principal Asset Management, on Markets, the Fed and AI 00:24:26 - Election and Market Recap 00:27:50 - Democrats Take Congress 00:30:46 - California Election Results 00:33:04 - The Fed and Treasury Refunding 00:36:30 - CVS, Nvidia and Oracle Headlines 00:37:55 - Brett Bruen, Global Situation Room CEO, on the Midterm Political Shift, Tariffs and the Economy 00:45:43 - Day Ahead: Earnings, ADP and Treasury

‼️Breaking - French Bank Crédit Mutuel Arkéa Confirms Cyberattack Amid Reports of $133 Million Theft Details: https://t.co/gCijqC0U2R French banking group Crédit Mutuel Arkéa has confirmed a cyberattack that enabled fraudulent transactions, following reports linking the institution to cryptocurrency theft exceeding $133 million. The bank says the incident is contained, operations are gradually resuming, and customer assets remain unaffected. It has not confirmed the reported loss figure. The group notified regulatory and supervisory authorities after detecting the attack. Teams temporarily suspended certain transactions to prevent further fraud while checking systems and adding security measures. According to its statement, customers experienced delays involving some transfers, but their funds remain protected. #CyberSecurity #cybersecurityNews

— Cyber Security News (@The_Cyber_News) November 4, 2026

#elections #investment #markets - Democrats Sweep House and Senate in Midterm Rebuke of Trump: Bloomberg Television

4 November 2026

Democrats won control of both chambers of the US Congress in a midterm election landslide that amounted to a rejection of President Donald Trump following widespread voter discontent with the economy and the war in Iran. US futures erased losses after Democrats swept to power in Congress and President Donald Trump said he would accept the results, easing uncertainty and prompting investors to buy the recent dip in stocks. Shares of Elon Musk’s Tesla and Spacex fell in US premarket trading, sharpening investor concern over the future of the Republican megadonor’s key holdings. Today's guests: Emmanuel Cau, Barclays Head of European and APAC Equity Strategy, Negah Angha, King's College London Visiting Fellow; Mike Doustdar, Novo Nordisk CEO; Morris Reid, Actum Partner -- "The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Chapters: 00:00:00 - The Pulse with Francine Lacqua 00:00:38 - Democrats win control of congress 00:02:08 - 2026 Midterm Roundtable: King's College London's Negah Angha, Barclays' Emmanuel Cau & Bloomberg's Stephanie Baker 00:10:54 - Mike Doustdar, Novo Nordisk CEO 00:19:40 - Emmanuel Cau, Barclays Head of European and APAC Equity Strategy 00:25:08 - Wednesday headlines 00:26:52 - Democrats win control of congress 00:30:08 - US futures erase kneejerk election losses 00:32:50 - Morris Reid, Actum Partner 00:41:28 - Midterm blue wave puts spotlight on big tech 00:45:57 - What US midterm results mean for Europe

WATCH LIVE: 2026 Midterm Election Results and Analysis | NBC News

#news #investment #markets - It's Time for an Unloved Stock Rally: Market Analysis: Bloomberg Television

4 November 2026

Anna Edwards, Guy Johnson, and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."

Elon Musk gave Republicans over $445 million. Democrats still won the House, Senate and the Texas seat on which he spent the most. https://t.co/dIwiAFZz2n

— Newsweek (@Newsweek) November 4, 2026

#wallstreet #investment #markets - Bloomberg Surveillance 11/3/2026: Bloomberg Television

3 November 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 Election Day, Tech Correction and AI Funding Crunch 04:18 US Treasury Should Get Rid of the 20-Year — Bob Michele, JPMorgan Asset Management 19:10 Polls Are Overstating a Democratic Wave — Tobin Marcus, Wolfe Research 31:58 Anthropic IPO Faces Valuation Pressure — Dan Ives, Yorkville Ives & Co 41:16 AI Debt Selloff Hasn't Lured Buyers Yet — Ashok Bhatia, Neuberger 53:31 Equities Still Beat Credit Despite Higher Yields — Kristen Bitterly, Citi Wealth at Work 1:04:49 Democrats to Retake Both Houses of Congress — Kurt Reiman, UBS Global Wealth Management 1:18:29 Oil to Remain at $100 Through 2027 — Paul Sankey, Sankey Research 1:30:20 Fed Should Schedule Meetings Around Key Data — Matt Luzzetti, Deutsche Bank 1:41:14 Semiconductors Could Be Dead Money in 2027 — Ohsung Kwon, Wells Fargo 1:53:48 Tech Selloff Is Starting to Look Attractive — Ted Mortonson, Baird 2:08:04 Layoffs Unlikely to Push Unemployment Higher — Mike Reid, RBC Capital Markets 2:16:32 Midterms Are More Noise Than Signal for Markets — Steve Chiavarone, Federated Hermes

#europe #investment #markets - US Election Day Kicks Off: Stocks Slip, Oil Rebounds: Bloomberg Television

3 November 2026

US stock futures fell as oil prices rebounded on worries that America and Iran remain far apart on a peace deal, adding to subdued risk sentiment before voting starts in the midterm elections. S&P 500 contracts slipped 0.2%. Brent crude rose 1.7% to above $106 a barrel, with Reuters reporting that significant obstacles to ending the war remained despite signs from both Washington and Tehran that they were open to a diplomatic settlement. Flat Nasdaq 100 futures signaled a steadier start for the artificial intelligence trade after the index entered a technical correction. 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 - Opening Trade Begins: Markets Brace for Midterms as Tech and Oil Drive Sentiment 00:01:35 - The Agenda: Chips Stocks Sell off As Tech Jitters Linger, Oil Steadies After 8% Fall 00:06:13 - US Midterm Elections: What to Watch as Polls Open 00:10:41 - What to Watch 00:13:05 - ICG's Nicholas Brooks on Midterms, Gridlock and the US Fiscal Outlook, Oil Prices, Inflation and the Economic Outlook 00:20:38 - Need to Know: NATO Funding, Disney Job Cuts and Lufthansa Warning 00:24:40 - Philips CEO Roy Jakobs on Earnings, Growth and DOJ Agreement 00:30:08 - Philips CEO Roy Jakobs on US Sleep Devices and Inflation Pressures 00:37:24 - Apple Earnings and Palantir Put AI Momentum in Focus 00:40:13 - MLIV: Oil, AI and the Market Outlook Ahead of the Open 00:43:26 - Stocks to Watch: Lufthansa, Philips and Schaeffler 00:47:26 - European Markets Open Lower as Tech Stocks Slide 00:50:01 - Morgan Stanley's Jitania Kandhari on the AI Correction and Monetization, Rates, Debt and the Investment Outlook 00:59:33 - Market Movers: Philips Jumps as European Tech and Miners Fall 01:01:49 - Lufthansa Earnings and the Impact of Higher Fuel Costs 01:05:29 - Apple and Palantir Earnings Weigh on European Tech 01:07:37 - BBVA on Putting AI Agents Into Production 01:09:01 - Financing the Global AI Buildout 01:11:11 - European Stocks Retreat as Investors Seek Defensives 01:13:03 - Need to Know 01:14:07 - Halliburton's Rami Yassine on Energy Demand and Middle East Investment 01:21:07 - Chatham House's Sanam Vakil on US-Iran Diplomacy and the Risk of Further Conflict 01:26:45 - Midterm Election Battlegrounds and Voting Challenges 01:29:44 - How Markets Are Positioned for the Midterm Results, Oil Volatility and the Market Impact of Geopolitics 01:34:24 - Markets Stabilize Ahead of the US Midterm Vote

#europe #investment #markets - US Election Day: Trump Risks Losing Control of Congress: Bloomberg Television

3 November 2026

Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, 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. Asian stocks fell and US equity index futures edged lower after the Nasdaq-100 Index entered a correction. Downbeat results from Palantir and Apple added to negativity in the tech trade. US voters head to the polls in the US midterm elections, as President Trump faces the biggest political test of his second term as the Democratic Party targets control of Congress. Plus, Iran President Masoud Pezeshkian said his government has been granted more authority by the country’s supreme leader to pursue peace talks, as President Donald Trump hinted at progress in negotiations. Today's guest: George Pollack, Signum Global Advisors, Partner & Senior Analyst, US & Canada Policy. Chapters: 00:00:00 - Daybreak Europe 00:00:15 - Tech Under Pressure 00:03:09 - Asian Stocks Drop on US Tech Jitters, Yuan Weakens 00:06:14 - US Tech Stocks Enter Correction on AI and Midterm Election Risks 00:10:33 - Palantir’s Outlook Signals a Slowdown in AI-Fueled Sales Growth 00:17:03 - Khamenei Empowers Talks as Trump Says Iran Deal Could Happen 00:19:10 - .S. Strikes Iran's Qeshm Island as Trump Talks Down War Risks 00:22:35 - Bravo: Ton of Value to be Unlocked With OpenAI 00:27:36 - Democrats Expected to Make Gains in US Midterms 00:30:46 - George Pollack, Signum Global Advisors, Partner & Senior Analyst, US & Canada Policy 00:36:56 - Impact for Companies With US Revenue Exposure 00:41:11 - Solomon: Very Robust Demand for AI Deals 00:45:07 - Gold Hovers Near One-Year Low