#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

#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

#europe #investment #markets - Alphabet Opens Fresh Euro Bond Sales; Trump Weighs Iran Diplomacy; Countdown to Midterms: Bloomberg Television

2 November 2026

US equity futures rise as oil falls amid a report that President Trump wants to give diplomacy with Iran more time before potentially resuming strikes. Alphabet kicks off its second euro bond offering of the year. Democratic Representative Haley Stevens draws backlash from her party after endorsing Republican candidate Mike Rogers over Democratic nominee Abdul El-Sayed. Anna Rosenberg of Amundi Investment Institute joins "Bloomberg Brief" to look ahead to the midterms. Mark McCormick of BMO Capital Markets discusses the market risks surrounding the results. Chapters: 00:00:00 - Bloomberg Brief 00:04:19 - Oil Slides as Trump Signals Iran Diplomacy 00:07:31 - Alphabet’s AI Spending and Bond Sale 00:09:24 - Anthropic, OpenAI and AI Funding 00:10:39 - Treasury Debt Plans and Top Stories 00:13:07 - US Midterms and Michigan Senate Race 00:14:53 - Anna Rosenberg, of Amundi Investment Institute, on Midterms and Iran 00:21:29 - Markets, Alphabet and Apple Earnings 00:23:41 - Mark McCormick, of BMO Capital Markets, on the Dollar, Oil and Global Markets 00:31:27 - OpenAI Expands UAE Energy Ties 00:33:02 - Michigan Senate Race and US Midterms 00:37:10 - Alphabet, Apple and the AI Trade 00:42:13 - Week Ahead

#europe #investment #markets - Elon Musk-Starlink Row: Ryanair CEO Rules Out Making Up: Bloomberg Television

2 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. Risk appetite stabilized following last week’s slump in tech shares. Morgan Stanley’s Mike Wilson said he sees a few “clearing events” ahead for the stock market that have the potential to take it lower temporarily, creating a great opportunity for investors to pile back in. Oil declined after a report said US President Donald Trump wants to give diplomacy with Iran more time before potentially resuming strikes following Tuesday’s midterm elections. And - ahead of Tuesday’s US midterm elections, Representative Haley Stevens, who lost the Democratic primary for Michigan’s US Senate seat, backed Republican candidate Mike Rogers, breaking with Democratic nominee Abdul El-Sayed and exacerbating a split between progressives and moderate party members. Today's guests: Violeta Todorova, Leverage Shares, Senior Research Analyst; Michael O’Leary, Ryanair, CEO. Chapters: 00:00:00 - Daybreak Europe 00:00:15 - Oil Prices Ease 00:02:50 - China Stocks Rise on Report of Regulator Market Support Meeting 00:04:32 - Oil Slides With Trump Reportedly Open to More Iran Diplomacy 00:08:12 - Trump Says He May Be ‘Mr. Veto’ If Democrats Win Midterms  00:11:29 - Democrats Show Strength in Final Days of Race for the Senate, New Polls Find 00:14:16 - Traders Brace for Treasury Sales Overhaul 00:16:44 - ADNOC's CEO Opening Remarks at ADIPEC 00:20:09 - OpenAI CEO Sam Altman 00:25:01 - Tech Stock Selloff Eases 00:28:44 - Violeta Todorova, Leverage Shares, Senior Research Analyst 00:35:04 - Michael O’Leary, Ryanair, CEO 00:44:17 - Computing Power Remains Scarce

#europe #investment #markets - Intel, Amazon Earnings Spark Tech Selloff as AI Fears Mount: Bloomberg Television

30 October 2026

Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Tech stocks sold off for a second consecutive day as a rotation out of the AI trade accelerated, after earnings from Amazon and Intel raised fresh concerns about capital expenditure. Binance has suffered the crypto industry’s biggest-ever hack in a fresh blow to efforts to push digital assets into the mainstream. The exchange said $6.3 billion worth of funds were affected, with $3 billion in crypto frozen, and that it had suspended all withdrawals as it works with law enforcement and completes a security revamp. And France unexpectedly contracted in the third quarter, putting the economy on a weak footing as it faces headwinds from surging borrowing costs, violent protests and political and budgetary uncertainty. Today guests: Gonzalo García San Miguel, Abenójar Tungsten, CEO; Sander van ’t Noordende, Randstad, CEO Chapters: 00:00:00 - Bloomberg Daybreak Europe | 10/30/2026 00:01:26 - Credit Agricole 00:02:32 - Asia Markets Check 00:04:38 - Intel Earnings Highlights 00:07:12 - Bitcoin Drops on Binance Hack 00:10:19 - BOJ Keeps Overnight Call Rate at 1.25% 00:14:27 - Lagarde To Step Down Early 00:19:01 - Why US Economy Feels Worse | Bloomberg Originals 00:23:44 - French 3Q GDP Falls 00:26:26 - Spanish Tungsten Miner Abenójar CEO 00:34:37 - Impact of AI on Jobs Market 00:40:35 - Anthropic, Ray-Ban, Bayer 00:43:20 - Chart Talk

#europe #investment #markets - Bloomberg Brief 10/29/2026: Bloomberg Television

29 October 2026

Nasdaq futures fall after disappointing earnings from Alphabet and Samsung revive doubts over whether billions of dollars in AI spending will deliver sufficient returns. Treasuries gain for a second day after the Federal Reserve left interest rates unchanged. Marvin Loh of State Street joins "Bloomberg Brief" to discuss the Fed's future rate path. Jason Hsu of Rayliant Global Advisors breaks down tech results. Chapters: 00:00:00 - Bloomberg Brief | 10/29/2026 00:00:51 - Global Markets Check 00:04:36 - Morning Movers 00:05:53 - Marvell, Lumentum Megadeal 00:10:39 - Warsh Signlas Fed’s Job Is Not Done 00:13:37 - ECB Rate Decision Preview 00:15:35 - Trending on the Terminal 00:17:16 - Oil Drops On Diplomacy 00:18:52 - Israeli Election Fallout 00:20:30 - Front Page News 00:23:50 - State Street’s Loh on the Fed 00:30:38 - Trending on the Terminal 00:32:13 - Rayliant Global Advisors CEO Jason Hsu 00:38:13 - Trump: Vance Reached Out to Iran 00:43:04 - What To Watch

#europe #investment #markets - OpenAI Trims Target Value & Volvo Cars Cuts 2,500 Jobs: Bloomberg Television

23 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, the global tech rout deepened after the Nasdaq's worst day since June. In another of concern over AI spending, Bloomberg has learnt that OpenAI is cutting its valuation target by $150 billion, as it seeks to raise $30 billion in its latest funding round. And Volvo Cars is planning to cut another 2,500 jobs, as cratering sales in China and tariffs in the US complicate the Swedish automaker’s turnaround. Today's guest: Håkan Samuelsson, Volvo Cars, CEO. Chapters: 00:00:00 - Bloomberg Daybreak Europe | 10/23/2026 00:02:15 - Asia Market Check 00:05:10 - AI Selloff 00:09:00 - Treasuries Surge 00:12:25 - Volvo Cars CEO Håkan Samuelsson 00:20:51 - Blackstone Chairman & CEO Stephen Schwarzman | Leaders with Francine Lacqua 00:26:33 - Pressure Mounting on French Bonds 00:30:23 - Saudi Aramco Said To Evacuate HQ 00:33:24 - Israeli Elections Next Tuesday 00:36:52 - Corporate News: Gucci, Moderna-Merk, SpaceX 00:38:13 - European PMI Data Preview 00:43:48 - Chart Talk

#europe #investment #markets - IA Trade Jitters Return, Oil Gains After Deadly Saudi Attacks: Bloomberg Televison

22 October 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. On today's show, global stocks fell after a mixed start to US tech earnings failed to calm nerves around the AI trade. Meta doubled down on its investment plans, boosting its capital spending forecast for the year. Meanwhile Tesla is pulling back, as it pivots from EVs to artificial intelligence and robotics. Oil advanced after deadly Houthi attacks in Saudi Arabia. Two people were killed in a drone strike on an Aramco oil field and one person died in an attack on an airport. The US has ordered non-emergency personnel and their families to leave the country. Today's guests: Francisco Blanch, Bank of America, Head of Global Commodities & Derivatives Research; Christian Keller, Barclays, Head of Economic Research. Chapters: 00:00:00 - Daybreak Europe 00:00:29 - Meta Goes Big 00:03:32 - French Bond Yields Hit Highest Since 2002 00:06:43 - AI Spending in Focus Amid Mixed Megacap Earnings 00:10:23 - Cloud Growth Beats Forecast 00:13:49 - Oil Rises as Deadly Saudi Attacks Fan Middle East Supply Fears 00:17:52 - Francisco Blanch, Bank of America, Head of Global Commodities & Derivatives Research 00:23:02 - Italy Approves Aid for Cheeses-Off Truckers 00:28:08 - Christian Keller, Barclays, Head of Economic Research 00:35:14 - Putin Signals New Ukraine Peace Talks 00:38:54 - UK Banks Gird for Pushing Taxes as Profit Set to Push Higher 00:41:39 - Huang on AI Adoption in Europe

'The Telegraph took four and a half years of satellite tracking data of Russia’s fishing fleet and laid it over existing charts. It found 17 trawlers from five companies loitering at low speed over the North Atlantic’s most important cables' @TomSharpe134 explains why the investigation has changed his 'thinking in three ways' 👇 https://t.co/9RMfJOs2Vr

— The Telegraph (@Telegraph) October 21, 2026

#europe #investments #markets - Elon Musk Calls for SpaceX-Tesla Mega Merger: Bloomber Television

21 October 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. 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

— The Wall Street Journal (@WSJ) October 20, 2026