Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, 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.

US President Donald Trump said renewed attacks on Iran would likely be short-lived, reiterating his claim Washington controls the Strait of Hormuz after fresh fighting spiked energy prices and rekindled fears of an open-ended war.

Broadcom predicted a boom in artificial intelligence chip sales over the next two years, helping renew optimism that it can challenge Nvidia’s dominance in the lucrative market.

And a surge in the yen highlighted the nervous tension surrounding the currency in the run up to the Bank of Japan’s meeting later this month.

Today’s guest:
Pilar Gomez-Bravo, MFS Investment Management, Co-CIO Fixed Income.

Chapters:
00:00:00 – Daybreak Europe
00:04:17 – Broadcom Predicts Surge in AI Chip Sales
00:07:26 – US Weighs Fresh Tariffs on Imported Chips
00:10:02 – Dollar Weakens on Debasement Trade Revival
00:14:12 – Trump Says Iran Strikes to Be Short, Asserts Hormuz Control
00:17:32 – Chevron CEO Wirth on Investing $7 Billion in Venezuela
00:23:36 – Oil Rally Eases
00:27:38 – 30-Year Around the Globe Hit 2026 Highs
00:29:39 – Pilar Gomez-Bravo, MFS Investment Management, Co-CIO Fixed Income
00:37:06 – Uber to Slash 3,300 Roles
00:42:36 – Altman: Entire Society is Going to Need AI
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Phong Le, CEO and president of Strategy, joins Scarlet Fu and Tim Stenovec on “Bloomberg Crypto.” Strategy resumed Bitcoin purchases after a 10-week pause, returning to its signature accumulation strategy after the crypto bear market pressured its shares, weakened confidence in the financing model and prompted a balance-sheet overhaul.
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Ashley Flowers built ‘Crime Junkie’ into the second biggest podcast in the US, just after Joe Rogan. But behind the scenes, her podcast company Audiochuck has faced executive turnover, staff departures and growing pains as it tries to expand its true-crime empire. #podcast #crimenews #news #usa

Read more: https://www.bloomberg.com/news/features/2026-08-26/ashley-flowers-crime-junkie-podcast-empire-audiochuck-faces-reckoning

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The US launched strikes against Iranian targets around the Strait of Hormuz, following Iran’s attacks on commercial shipping and American forces in the region. Oil prices are spiking on the news. Tyler Kendall reports.
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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 Alger Executive Vice President, Portfolio Manager Ankur Crawford, ProShares Head of Research, Active Investments CIO Alessio De Longis, Oppenheimer Managing Director & Senior Analyst Brian Nagel, MongoDB CEO CJ Desai, Edward Jones Head of Investment Strategy Mona Mahajan, DigitalBridge CEO Marc Ganzi, Skylar Capital Management Managing Partner & CIO Bill Perkins, Magnetar Capital Founder Alec Litowitz, & NBA Hall of Famer Shaquille O’Neal.

Chapters:
00:00:00 Bloomberg The Close
00:02:55 Alger’s Ankur Crawford on AI Data Centers & Political Backlash
00:05:57 Broadcom Earnings Preview & AI Chip Competition
00:09:02 Anthropic, Nvidia & the Massive AI Opportunity
00:12:53 ProShares on Treasury Yields, Fed Hikes & Duration
00:16:24 Rising Rates, Tech Stocks & Credit Markets
00:17:51 Five Below Earnings Preview & the Value Consumer
00:22:42 MongoDB CEO on Earnings, Atlas Growth & AI Demand
00:26:10 MongoDB’s AI Workloads, Frontier Labs & Voyage
00:29:16 MongoDB’s Customers, Growth & Investor Day
00:31:50 GE Vernova’s $25 Billion Venezuela Power Grid Opportunity
00:35:28 Edward Jones on Rising Yields & the Equity Market
00:39:28 Global Markets, Portfolio Positioning & AI Diversification
00:43:26 Closing Bell
00:46:19 Market Movers: Dell, GE Vernova & the AI Trade
00:48:37 Five Below Earnings Beat & Consumer Momentum
00:50:38 HPE, Snowflake & Petco Earnings Hit After the Bell
00:57:24 DigitalBridge CEO Marc Ganzi on AI’s Power Bottleneck
00:59:00 Broadcom Earnings Arrive as Shares Drop
01:02:11 Data Center Backlash, Power Demand & Local Communities
01:04:26 Financing the AI Boom, GPUs & Private Credit
01:07:22 Bill Perkins on Trading Electricity & the AI Power Boom
01:10:03 Electricity Prices, Grid Constraints & Power Futures
01:13:00 Middle East Risks & Europe’s Natural Gas Outlook
01:14:37 Magnetar Founder on CoreWeave, AI & Investing in Uncertainty
01:17:36 Power Becomes AI’s Next Major Bottleneck
01:20:55 AI, Human Judgment & the Future of Education
01:24:26 Steve Ballmer Suspended by NBA Over Clippers Salary Cap Violations
01:26:31 Shaquille O’Neal on Credit, Financial Literacy & College Students
01:30:07 Shaq on Investing, Lifelong Learning & DJ Diesel
01:33:32 What to Watch
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