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.

Alibaba is rolling out what it calls China’s most powerful AI chip, an accelerator to compete with Nvidia and underpin a massive expansion of data center capacity in coming years.

Global AI stocks rallied, with Taiwanese shares returning to a record high. This after Meta’s new artificial intelligence agent, Muse, quickly rose to the top of mobile app charts, a sign that the social media company is gaining traction in the increasingly crowded market for consumer AI assistants.

Today’s guest: Lauren van Biljon, Allspring Global Investments, Senior Portfolio Manager, Global Fixed Income Team.

Chapters:
00:00:00 – Daybreak Europe
00:01:08 – Meta’s New Muse AI App Tops Charts
00:03:30 – Tencent Surges as Meta’s Muse Boosts Sentiment
00:09:11 – Alibaba Rolls Out China’s Most Powerful AI Chips
00:15:19 – Diesel Shock Adds to Inflation Pressure
00:17:40 – China and US Discuss AI, Investment
00:19:43 – Trump to Host Xi at White House Thursday
00:22:12 – Merz Vows to Stay After CDU Election Debacle
00:24:30 – Meta-Fueled AI Rally Loses Steam in Asia as Caution Returns
00:26:48 – Oil Edges Higher as Traders Monitor Supply Risks
00:28:47 – Lauren van Biljon, Allspring Global Investments, Senior Portfolio Manager, Global Fixed Income Team
00:32:06 – AI Trade Roars Back
00:36:15 – Latvia Sees Russia Expanding Sabotage Campaign Across Europe
00:41:29 – Novo Disappoints on Capital Markets Day
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On the early edition of Balance of Power, Bloomberg Washington Correspondent Joe Mathieu discusses the Trump-Xi meeting at the White House. On today’s show, Democratic Senator Michael Bennet of Colordao, EqualAI CEO Miriam Vogel, Republican Senator Steve Daines of Montana.

Chapters:
00:03:51 – Trump-Xi Summit Kicks Off
00:07:09 – Senator Michael Bennet (D-Colorado)
00:22:14 – Miriam Vogel – EqualAI President & CEO
00:33:41 – Senator Steve Daines (R-Montana)
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US and Iranian negotiators are exploring a phased deal that would see Tehran reopen the Strait of Hormuz and Washington lift its blockade of Iranian ports, according to a person familiar with the discussions.

Bonds steadied after a selloff that drove global yields to the highest in decades as oil’s rally lost steam, helping to keep US stocks on track for a weekly gain.

The Opening Trade has everything you need to know as markets open across Europe. With analysis you won’t find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie.

Chapters:
00:00:00 – The Opening Trade
00:00:56 – Market Check
00:02:48 – Strait of Hormuz Deal Chance
00:06:33 – Trump, XI Summit Takeaways
00:08:12 – Marine Le Pen May Back French Budget
00:12:11 – Xi Pushes Trump to ‘Oppose’ Taiwan Independence
00:30:54 – Brent Crude Price
00:40:31 – Yen at Risk as BOJ Lags Behind Its Peers: MLIV
00:47:32 – Stocks to Watch: UBS, ASML, Novo
00:54:18 – HelloFresh Stock
01:03:56 – Europe Gas Set for Weekly Decline
01:10:57 – French Budget, Marine Le Pen
01:18:12 – Xi Jinping on US-China Cooperation
01:21:15 – Yahoo! CEO Jim Lanzone
01:32:42 – Treasury Selloff Eases
01:35:02 – Oktoberfest Continues
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US equity futures fall and a global bond rout intensifies, pushing 30-year Treasury yield to the highest level since 2004. Oil rises as Iranian officials reportedly said the war with the US could expand. The US and China agree to extend their trade truce by two months ahead of Presidents Trump and Xi’s state summit. Marko Papic of BCA Research joins “Bloomberg Brief” to discuss the outlook for the latest bond selloff. Leland Miller of China Beige Book looks ahead to the Trump-Xi summit.

Chapters:
00:00:00 – Bloomberg Brief Begins
00:00:57 – Global Markets Check: Global Bond Selloff Hits Asian Markets
00:02:10 – European Markets & Central Bank Decisions
00:03:01 – US Futures Fall as Yields and Energy Rise
00:03:54 – First Look Movers: MGM, EverPure & Swarm Aero
00:05:09 – Trump-Xi Summit & US-China Trade Truce
00:07:42 – Iran Warns Conflict Could Expand
00:09:42 – BCA Research Chief Investment Strategist Marko Papic on Global Bond Rout & Rising Treasury Yields, US-China Talks and Risk Assets
00:15:54 – Trending on the Terminal
00:17:23 – Meta Unveils New VR Glasses & Muse Charm, Australian Government AI Security Incident
00:21:06 – Front Page News
00:21:37 – Markets Update
00:22:47 – First Look Movers
00:24:01 – China Beige Book CEO Leland Miller on US-China Trade Truce & Trump-Xi Meeting, China Currency Policy & Trade Imbalances
00:31:24 – Trending on the Terminal
00:32:57 – US Diesel Export Ban Debate, Midterms & Senate Priorities
00:37:07 – Meta’s New AI Hardware, OpenAI Model Hacks Australian Government Website, AI Safety Debate & Industry Risks
00:42:36 – What to Watch
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Dangote Industries President and Chief Executive Aliko Dangote discusses business, investment and Africa’s economic outlook with Bloomberg’s Francine Lacqua at the Qatar Economic Forum UNGA Special Edition in New York in 2026.
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