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Big tech companies are expected to spend trillions on AI infrastructure projects for the rest of the decade, and smaller stocks will be among the biggest beneficiaries.
Read the full story on Forbes: https://www.forbes.com/sites/hanktuck...
US equity futures push higher near record highs ahead of a slew of economic data. Warner Bros. Discovery is said to have entered exclusive negotiations with Netflix to sell its film and TV studios and HBO Max.
The US lobbied several EU countries to block their plans to use frozen Russian central bank assets to back a loan to Ukraine, according to European diplomats. Veronica Clark of Citi look ahead to the scheduled economic data release and discusses the Fed's rate path.
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.
On today's show, stocks struggle for direction, following a global selloff that saw cryptocurrencies lead declines in risk assets. A closely watched auction of 10-year Japanese government bonds draws solid demand.
The European Union's top diplomat, Kaja Kallas, has expressed concern about US efforts to push Ukraine into a lopsided peace deal. This comes as US Special Envoy Steve Witkoff heads to Moscow with a draft deal that Ukraine's President Volodymyr Zelenskiy said looks better, but territory remains a sticking point.
In a Bloomberg exclusive interview, Taiwan's Foreign Minister, Lin Chia-lung says the current dispute between China and Japan could drag on for a year.
According to a report from Fortune, Michael Burry has bet against Tesla shares, saying they are 'ridiculously overvalued' and warning that Elon Musk's proposed pay $1 trillion package would worsen shareholder dilution.
Today's guests: Hoxton Ventures Founder Hussein Kanji
Rachel Winter covers the possibility of a ‘Santa rally’, Eli Lilly's $1 trillion milestone, and the recent Autumn Budget – watch here.
Killik & Co is an independently owned, award-winning wealth manager, advising clients on how to save, plan and invest for their families for over 35 years. We pride ourselves on being innovative in our approach, prioritising excellent service and expertise above all else, and inspiring the next generation of investors to build the financial foundations for the future they deserve.
Our content is meant for UK residents.
https://www.killik.com/
Videos on this channel should not be construed as investment advice. If you're unsure about the suitability of an investment please contact us for advice.
Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.
London IPOs are slowly returning after years of mergers and delistings, but investors remain cautious. In this video, we dive into the recent Shawbrook Group Plc IPO and why fund managers like Alexandra Jackson from Rathbones are hesitant due to potential higher bank taxes in the upcoming UK budget.
Key highlights:
The current investor mood in London's stock market
Risks from UK fiscal policies and their impact on IPOs
Opportunities for selective portfolio building amid limited fresh capital
If you're an investor eyeing UK opportunities, learn how budget changes could lure more money into London listings. Stay updated on global finance trends!
The US economy depends on an unsustainable stock market bubble driven by AI companies that are almost all losing money. Nvidia seems healthier, but serious red flags explain why its stock price is extremely volatile, and why its market capitalization dropped $600 billion in just one day. Ben Norton explains.
AI may be driving the latest technological and Industrial Revolutions and building wealth, but is it making us happier? The Wall Street Journal chief economics commentator Greg Ip comes on Market Catalysts to share his thoughts on the reality of AI development for many people, noting the rising risks of job displacement, discomfort with certain online phenomena, and the AI boom's contrast with the Dot-Com era.
Ip's latest article is titled The Most Joyless Tech Revolution Ever: AI Is Making Us Rich and Unhappy.
¿Es Prosegur Cash una trampa de valor o la oportunidad de la década? 📉🚀 Analizamos a fondo los resultados de los 9 meses de 2025 (9M 2025) para entender la gran paradoja: las ventas caen, pero el beneficio sube. Desmontamos el "maquillaje" contable para ver la realidad de la caja, la deuda y el riesgo divisa en Latinoamérica.
Si buscas dividendos o inversiones "Deep Value", este vídeo es obligatorio.
En este análisis descubrirás: ✅ La verdad detrás del Beneficio Neto (+1,6%). ✅ El impacto real de la devaluación del peso argentino y el real brasileño. ✅ ¿Es sostenible el dividendo del 6,4% con el flujo de caja actual? ✅ Valoración: ¿Está barata a 4,5x EV/EBITDA? ✅ El futuro: Cash Today, Forex y la transformación digital (35% de las ventas).
is considered very undervalued, with strong earnings growth and a solid track record, although its high payout ratio means the dividend isn't well covered by earnings. The company has a solid financial position and good capital allocation, but risks include a high level of short-term creditors and a dividend that isn't well-supported by earnings.
Valuation and outlook
Undervalued: Simply Wall Street considers Prosegur Cash to be "very undervalued," trading at about 33.4% below its estimated fair value.
Earnings growth: Earnings are forecast to grow by 15.66% annually, and they grew by 39.3% over the past year.
Analyst consensus: Analysts agree that the stock price is likely to rise by 28.4%.
Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street.
Today's guests are Morgan Stanley’s Michelle Weaver, Loop Capital Markets’ Anthony Chukumba, Cambridge Associates’ Andrea Auerbach, JP Morgan Asset Management’s Meera Pandit, Centerbridge Partners’ Jeff Aronson, Catch Hospitality Group’s Eugene Remm, Levain Bakery’s Connie McDonald and Pam Weekes.
CNBC’s flagship show Squawk Box Asia (07:00 – 10:00 SIN/HK) delivers must-watch insights during the pre-game and opening of Asia’s business trading day. Co-anchored by Martin Soong in Singapore and Chery Kang in Hong Kong, the duo foucuses on the key factors driving Asian businesses and markets. Please note this livestream is only available in Europe and India.
Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street.
Today's guests are Wilmington Trust's Tony Roth, BNY Investments’ Stephanie Pierce, Morgan Stanley’s Joseph Moore, Sperling Economic’s Gene Sperling, Wells Fargo Investment Institute’s Veronica Willis, Morningstar’s Jack Shannon, Commonwealth Edison’s Gil Quiniones, Jamba Juice’s James D. White, It’s A 10 Haircare’s Carolyn Aronson, Knight Commission’s Amy Privette Perko.
“We’ve been overdue for a pullback,” argues Patrick Mueller, and foresees a 10%-20% pullback in the next 6 months. However, he thinks the current dip won’t last long and markets will climb again soon.
He discusses potential catalysts for a market correction, including a potential “black swan” event. He likes Berkshire Hathaway (BRK/B) for the long-term and highlights the tech sector and utilities, along with silver.
Segment originally aired on Friday, November 7, 2025.
Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street.
Today's guests are RockCreek’s Afsaneh Beschloss, Cox Automotive’s Erin Keating, Celsius Holding’s John Fieldly, Ritholtz Wealth Management’s Callie Cox, Veda Partners’ Henrietta Treyz, Wedbush’s Rick Sherlund, Reclaim’s Kamran Razavi.