A selloff in technology stocks is dragging global equities lower, led by a retreat in chipmakers that have been at the forefront of an unprecedented AI-driven rally, as Neil Campling reports.
——–
More on Bloomberg Television and Markets

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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
00:01:09 – Micron forecast beats estimates
00:06:21 – Nasdaq futures jump with Micron boost, boding well for Korea
00:12:45 – Susquehanna’s Mehdi Hosseini on chip shortages
00:20:25 – Oil erases wartime gains
00:26:51 – Canadian Defence Minister David McGuinty on Indo-Pacific strategy
00:35:56 – BREAKING: Citi to boost quarterly dividend 12% to $0.67 per share
00:37:57 – Anthropic accuses Alibaba of AI model abuse
00:41:23 – Tsinghua University’s Ya-Qin Zhang on AI
00:43:58 – SK Hynix eyes $29B Nasdaq debut
00:47:24 – Markets open in Japan, South Korea and Australia
00:51:15 – JPMorgan Asset Management’s Kerry Craig on market strategy
00:53:01 – BREAKING: SK Hynix shares jump on US listing plan, Micron earnings
01:03:46 – Japan unveils $2.3T investment plan
01:08:21 – BOJ’s Ueda signals further rate hikes
01:13:11 – China halts key mineral exports to Japan amid dispute
01:16:17 – Eurasia Group’s Xiaomeng Lu on geo-tech tensions, supply chains
01:26:48 – Bloomberg Opinion: Chip stock ETFs come with big risks
01:29:41 – Jinko Solar Global VP on US-Iran war impact
01:33:30 – BREAKING: China starts marketing record $5.7B euro sovereign bonds
——–
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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:
00:00:01 – Bloomberg: The Asia Trade begins
00:02:32 – Asia tech in focus on US chip rebound
00:12:16 – Counterpoint’s Tom Kang on Korea’s AI mega investment
00:24:54 – BREAKING: Japan jobless rate in-line with estimates
00:25:51 – Miniso USA CEO Tom Bartlebaugh on business outlook
00:33:55 – US Supreme Court blocks Trump from firing Fed’s Cook
00:38:11 – Iran ratchets up talk of controlling Hormuz
00:43:37 – BREAKING: Japan’s industrial production rises 0.5% M/M
00:44:23 – South Korea aims to complete new chip cluster by Lee’s term
00:46:47 – Markets open in Japan, South Korea and Australia
00:51:11 – SWBC CIO Chris Brigati on Asia market outlook
00:57:36 – US says talks with Iran set to take place on Tuesday
01:02:29 – EU and China agree on October deadline to reset trade relations
01:08:24 – Taiwan raids Super Micro Computer’s offices
01:11:38 – Yen hits four-decade low
01:16:04 – China stocks miss out on AI boom
01:21:00 – AUSTRALIA AHEAD: Lowy Institute’s Charles Lyons-Jones on Australians’ view of US, China
01:27:28 – Paraguay defeats Germany in World Cup penalty shootout
01:31:41 – Bloomberg Economics: AI windfall powers stronger growth for South Korea to 3.5%
——–
More on Bloomberg Television and Markets

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Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and Avril Hong give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:01 – Bloomberg: The China Show opens
00:01:39 – US, Iran to halt attacks ahead of talks
00:08:46 – Korea to announce ‘mega projects’ with Samsung, SK Hynix
00:13:09 – Capital.com’s Kyle Rodda says AI boom means rising inflationary pressures
00:23:32 – Three companies make trading debut in HK
00:33:21 – HK, China, India giants lose market share on AI
00:37:00 – EU, Chinese trade officials to meet in Brussels
00:41:27 – Exclusive: China’s National Energy Administration on rising energy demand
00:45:52 – Traders eye rotation within Asian tech stocks
00:47:02 – Alert: China adds 20 Japanese entities to watchlist
00:52:35 – Samsung, SK Hynix plan decade of spending to sustain Korea’s AI lead
00:58:20 – Exclusive: Crealights Technology’s CEO says will break even as soon as this year
01:11:23 – Exclusive: Alebund Pharmaceuticals’ CEO on partnerships
01:19:25 – Intelligence: DeepSeek’s latest breakthrough to reduce China’s Nvidia reliance
01:26:17 – China blacklists more Japan entities as Takaichi feud deepens
01:27:47 – Exclusive: China’s National Energy Administration on rising energy demand
——–
More on Bloomberg Television and Markets

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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.

Chapters:
00:00:00 Bloomberg Surveillance starts
00:04:25 Ajay Rajadhyaksha (Barclays) | Nvidia, AI Stocks & Why the AI Rally Continues
00:18:42 Norman Roule (CSIS) | Iran, Strait of Hormuz & Oil Market Risks
00:31:22 Momei Qu (PSP Growth) | OpenAI, Samsung & the Global AI Race
00:40:40 Aditya Bhave (BofA Securities) | Fed Rate Hikes, Inflation & Jobs
00:53:42 Alicia Levine (BNY Wealth) | S&P 500 Outlook, AI Earnings & Market Rotation
01:06:50 Alicia Levine (BNY Wealth) | China AI vs OpenAI & Sovereign AI Investing
01:20:24 Nur Cristiana (JPMorgan Private Bank) | USMCA Trade Deal, Mexico & Supply Chains
01:29:59 Steve Englander (Standard Chartered) | Fed, Inflation & Why the Dollar Stays Strong
01:40:06 Jim Caron (Morgan Stanley) | AI Investing, Stocks vs Bonds & Nominal Growth
01:52:49 Amanda Lynam (Goldman Sachs) | Private Credit, AI & Software Risk
02:07:38 Michael Darda (Roth Capital) | Fed Policy, Inflation & the Labor Market
02:17:16 Manish Kabra (SocGen) | S&P 500 to 8000? AI Earnings & the Bull Case
——–
Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV.

Watch more here: https://www.bloomberg.com/btv/series/bloomberg-surveillance

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