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
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Matt Bryson of Wedbush Securities says even if there is more regulation, data centers will get built and investors will find a way to make money. He speaks on “Bloomberg Surveillance.”
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US equity futures hold steady ahead of the latest round of trade talks between the US and China taking place in London. Meta is said to be in talks to invest in Scale AI while Qualcomm agrees to buy Alphawave IP Group for $2.4 billion. Nvidia CEO Jensen Huang speaks with Prime Minister Keir Starmer at London Tech Week. President Trump clashes with California Governor Gavin Newsom over the deployment of National Guard troops to anti-deportation protests in Los Angeles. Elsa Lignos of RBC says the dynamic around the US dollar has become structurally bearish. Aaron Kennon of Clear Harbour Asset Management says the market is trying to look through shifting trade dynamics to focus on the excitement of AI.

Chapters:
00:00:00 – Intro
00:02:05 – Teska cut to neutral at Baird on Musk-Trump spat
00:05:04 – Futures hold steady ahead of US-China talks
00:08:11 – Elsa Lignos, RBC Global Head of FX Strategy
00:13:22 – US, China to resume trade talks
00:19:57 – Trump, Newsom spar over escalating LA protests
00:29:12 – Aaron Kennon, Clear Harbor Asset Management CEO & Co-Founder
00:33:16 – Canada to announce large increase in defense spending: Globe
00:36:01 – Trump wanrs Musk not to back Democrats
00:39:14 – Huang: UK is in an AI goldilocks circumstance
00:40:47 – META in talks for scale AI investment
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For the first time in three years, the Fed voted to raise interest rates.  On the latest Big Take podcast: the economic forces behind the move.
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President Donald Trump said he was tapping longtime aide Stephen Miller as his new chief of staff and that Susie Wiles will move to his political operation, shaking up his White House team days after a devastating midterm result. We get analysis from Jeff Mason, Bloomberg Washington Correspondent & ‘Balance of Power’ co-host Kailey Leinz. Meantime, US stocks pared earlier gains as investors questioned whether the worst of a historic tech selloff is over and dissect the artificial intelligence trade. Bloomberg’s Seth Fiegerman takes a closer look, while AIB Data Centers CFO Jolienne Halisky joins for our CFO Briefing. Plus – Grindr CEO George Arison discusses the company’s latest earnings report. All on the latest edition of Bloomberg Businessweek Daily.

Chapters:
00:00:00 Bloomberg Businessweek Daily
00:04:09 Markets: Semiconductors Plunge
00:05:56 Chipmakers, AI & the Blue Wave
00:08:14 Can Chip Demand Keep Up With the AI Boom?
00:12:08 Markets React to Data Center Backlash
00:15:18 AI Trade, Nvidia & Safe Havens
00:17:44 Data Center Loans & Financing Risks
00:19:03 Markets: Tech Selloff Continues
00:20:53 Microsoft Pulls Back From Risky Data Centers
00:22:39 Data Center Regulation & Political Risk
00:25:26 AI Growth vs. Community Concerns
00:28:08 Neo-Clouds Face New Regulatory Hurdles
00:30:12 Software Stocks & the AI Trade
00:32:10 AI Spending & Overseas Data Centers
00:34:25 Steel, Tariffs & the Midterm Impact
00:38:00 Data Centers, Metals & Industrial Demand
00:40:00 Iran War, Oil & Interest Rates
00:42:35 Markets Come Off Their Lows
00:45:59 Stock Movers: Sandisk, CoreWeave & AI
——–
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