#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

#wallstreet #investment #markets - Bloomberg Surveillance 10/14/2026: Bloomberg Televison

14 October 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 Bank Earnings, Hot CPI and Chip Warning 04:33 Semi Weakness Is a Red Flag for 2027 — Cameron Dawson, NewEdge Wealth 19:05 Houthis Have Changed the Economics of Attack — Lt. Gen. Karen Gibson (Ret.), Academy Securities 30:18 Fed's ‘Two Hikes and Hope’ Strategy — James Bullard, Former St. Louis Fed President 39:40 Bank of America Hit by Trading Misses, $1.2B Penalty — Kristine Aquino 55:37 Strong Earnings Keep Investors Pro-Risk — Kate Moore, Citi Wealth 1:06:43 OpenAI May Delay Next Model for Safety Checks — Sarah Friar, OpenAI 1:15:46 Morgan Stanley Profit Climbs on Equity Trading Beat — Kristine Aquino 1:21:30 Advisory Can Cushion a Slower IPO Market — Chris Marinac, Brean Capital 1:32:42 AI Investors Face a Growth vs. CapEx Reckoning — Momei Qu, PSP Growth 1:42:45 Time to ‘Turn Down the Macro,’ Move Up in Quality — Emily Roland, Manulife John Hancock Investments 1:56:03 Inflation Is Stuck Near 3% — Jim Bianco, Bianco Research 2:04:02 US Consumer Prices Rise at Fastest Pace in Five Months — Michael McKee 2:07:39 CPI ‘Opens the Door More’ to October Fed Hike — Robert Sockin, PGIM 2:21:59 It Would Be ‘Stupid’ for the Fed to Hike Now — David Kelly, JPMorgan Asset Management

#Semiconductores #Acerinox #ELECNOR - Consultorio de bolsa con Juan José del Valle en Estrategias de Inversión - 14/10/2026

14 octubre 2026

Sigue semanalmente el análisis técnico de los valores planteados por los suscriptores de Estrategias de Inversión, realizado por Juan José del Valle en BBVA Trader Bolsa. Esta semana analizamos

#Semiconductores, #Acerinox, #ELECNOR, #Chubb, #Puig, #Unicaja, #Nike y #Repsol.

#investment - ASML Up on Supply Plans; BlackRock Reports Earnings | Stock Movers: Bloomberg Podcasts

14 October 2026

On this episode of Stock Movers:

• BlackRock (BLK) shares are responding to this morning's earnings. BlackRock reported assets under management that met the average analyst estimate and adjusted EPS and Sales beat estimates.
• ASML (ASML) shares are rising this morning after the company said it's searching for ways to produce more chip-making machines over the next two years due to soaring artificial intelligence spending. ASML said its current supply plans mean it won’t be able to fully meet demand in 2027 and 2028, and it's investigating ways to increase capacity for 2028 beyond the 30% increase previously communicated.

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