Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”

Chapters:
00:00:17 – Nvidia Expectations
00:02:15 – Warsh
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This week started with a striking warning from the Broadcom CEO, who likened the artificial intelligence market to a “casino.” The statement was followed by strong earnings from ASML and a better-than-expected outlook from TSMC, though neither was enough to stem a global tech stock rout. Bloomberg’s “The Opening Trade” spoke to analysts and experts about what this tells us about the state of expenditure within the booming trade and whether its becoming an increasingly riskier bet.
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Tesla showcased its new Roadster sports car in a demonstration where it drove up a ramp, did a controlled flip, and performed other stunts using air thrusters developed in partnership with SpaceX engineers.
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ASML upgraded the low end of its 2026 sales forecast as increasing artificial intelligence spending boosts demand for the Dutch company’s chip-making machines. The firm projected annual sales of between €44 billion ($49 billion) and €45 billion this year. ASML’s outlook offers an indication of investment plans by chipmakers like TSMC, Samsung Electronics and Intel. Bloomberg’s Tom Mackenzie reports.
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Who really wins from the UK government’s plan to subsidize demand for new-build houses — buyers or builders? John Stepek says the answer is in the stock market.
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