“We have a lot of conviction in this space.”
Mubadala CEO Khaldoon Al Mubarak tells Joumanna Bercetche growth “continues to be high” in tech and AI.

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“Bloomberg: The Asia Trade” brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Sydney with Shery Ahn and Haidi Stroud-Watts, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets.

Chapters:
00:00:00 – Bloomberg: The Asia Trade begins
00:04:27 – US chipmakers rebound as dip buyers return to the AI trade
00:08:07 – Citigroup’s Australia CEO and Head of ANZ Mark Woodruff on business outlook
00:16:59 – Trump: Open to Putin, Xi summit on nukes
00:21:14 – EXCLUSIVE: Merz warns Europe is underestimating Russian threat
00:22:04 – French protests taper off amid tougher security measures
00:26:01 – Goldman Sachs upgrades CoreWeave to buy on overblown debt worries
00:29:22 – China plans to adopt new benchmark policy rate
00:33:56 – US voters sour on Congress ahead of midterms
00:37:15 – Sydney University’s Hayley Channer previews US midterms
00:47:30 – Markets open in Japan, South Korea
00:50:43 – Amundi Investment Institute’s Monica Defend on market strategy
00:59:14 – Asia tech stocks in focus after US chip rally
01:04:00 – EXCLUSIVE: Merz sounds alarm on Russia
01:05:57 – Australian MP in critical condition after attack
01:08:48 – EXCLUSIVE: Wright says US is authorizing sale of sanctioned dark-fleet tankers
01:12:12 – BREAKING: Data-center firm Elice plunges in Korea debut
01:14:12 – Citi Chief Global Economist Nathan Sheets on rising energy costs
01:23:53 – AUSTRALIA AHEAD: CEW President Helen Conway on corporate Australia’s path to gender parity
01:30:44 – Fintech firm Mynt to debut after record Philippine IPO
——–
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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 Robinhood Markets CIO Stephanie Guild, Everpure Chairman & CEO Charlie Giancarlo, New Street Research Equity Research Analyst, Technology Infrastructure Antoine Chkaiban, Agilent Technologies CEO Padraig McDonnell, Nuveen CIO Saira Malik, American Century Investment CIO, Multi-Asset Strategies, Senior Vice President Rich Weiss, RBC Capital Markets Managing Director, Software Equity Research Rishi Jaluria, Bain Capital Partner & Head of Real Estate Ryan Cotton, & Morgan & Morgan Founder John Morgan.

Chapters:
00:00:00 Bloomberg The Close
00:03:01 Gold, Treasury Yields & the Debasement Trade
00:10:30 Everpure CEO on AI, Storage & Hyperscaler Growth
00:18:19 Nvidia’s Supply Constraints & Long-Term AI Demand
00:23:23 Agilent CEO on Life Sciences, AI & Semiconductor Growth
00:29:07 Agilent’s OpenAI Partnership & Autonomous Labs
00:32:30 Wendy’s Stock Drops
00:36:22 Markets, Nvidia & Jackson Hole Countdown
00:40:49 Software Stocks Rebound From AI Fears
00:43:40 Closing Bell
00:46:20 Workday, Autodesk & Software Earnings
00:51:06 Ulta Beauty, Retail Earnings & the U.S. Consumer
00:56:49 AI Bull Run, Global Markets & Treasury Yields
01:04:22 Workday Earnings, AI & Private Equity Interest
01:09:22 Bain Capital on Commercial Real Estate Opportunities
01:15:17 Data Centers, Senior Housing & Life Sciences Real Estate
01:20:05 Morgan & Morgan on AI, Private Equity & Legal Industry Growth
01:25:34 The Legal Industry Gold Rush & Morgan & Morgan’s Valuation
01:28:47 What to Watch
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Gil Luria, head of technology research at DA Davidson, says CoreWeave is “destroying value at every turn” if the company is “borrowing at 9% and the best return they can get off of that is a 5% return, it doesn’t matter how much they scale.”
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Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” Inflation fears rattle markets as Meta leads a massive earnings week. Nvidia-backed Nscale faces a valuation reality check, while Trump-Zelenskyy tensions deepen. Plus, Proofpoint’s $6.3 billion Varonis deal; we talk with Thoma Bravo’s Seth Boro. And JPMorgan’s $230 billion economic-security push with Herman Chan, plus Ed Ludlow on Anthropic’s public-good pledge.

Chapters:
00:00:00 – Open Interest
00:01:32 – Earnings Volatility, AI Spending & Big Tech Expectations
00:03:32 – Nscale IPO Valuation Concerns, CoreWeave Pressure & Anthropic’s Public Benefit Fund
00:07:30 – AI Labor Disruption, Anthropic’s Equity Fund & AI’s Economic Impact
00:12:15 – Ukraine Tensions, Trump-Zelensky Conflict & Russia Policy
00:16:35 – Chris Verrone Strategas Partner | Chip Stocks, AI Trade Rotation & Market Leadership Shifts
00:30:28 – Top Calls | Intel Upgrade, Datadog Upgrade & Match Group Raised to Outperform
00:31:15 – Adam J. Greenlee Silgan | Silgan’s Trivium Acquisition, Packaging Consolidation & Consumer Trends
00:44:37 – SpaceX Earnings, CoreWeave Risks, AI Financing & Meta Monetization
00:46:53 – Shana Sissel Banrion Capital Management | AI Monetization, Tech Valuations & Why Investors Need ROI
00:58:32 – Seth Boro Thoma Bravo | Proofpoint’s $6.3B Varonis Deal, Cybersecurity Consolidation & AI Security Risks
01:05:42 – Escalating U.S.-Ukraine Rift, Russia Diesel Deal & Midterm Politics
01:09:01 – Leslie Vinjamuri The Chicago Council on Global Affairs| Trump, Putin, Ukraine, Europe & Global Security Risks
01:16:14 – High Interest | Saudi Arabia Security Threats, Houthi Attacks & Middle East Escalation
01:19:46 – Elon Musk’s SpaceX Share Giveaway Proposal & Anthropic’s AI Benefit Fund
01:23:42 – Kathy Kriskey, Invesco | Copper’s Massive Rally, Tariff Risks & AI Infrastructure Demand
——–
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