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Nvidia Forecast Disappoints, Adani Charged by US Over $250M Bribe Plot | Daybreak: Europe 11/21/2024

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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.
Today’s guests: Pierre Barnabe, Soitec, Chief Executive Officer; Nikola Mrksic, PolyAI, CEO & Co-Founder.

Chapters:
00:00:00 – Daybreak Europe
00:00:13 – Nvidia Says New Chip Remains on Track After Forecast Disappoints
00:02:27 – Nvidia’s Blackwell Demand Sparks TSMC 2025 Capacity Race
00:06:38 – Dollar-Yen Sets Up Dip Buying Window Ahead of BOJ’s Ueda
00:07:33 – Gautam Adani Charged by US Over Alleged $250 Million Bribe Plot
00:10:11 – Sagar Adani on DOJ Probe
00:12:54 – US Treasuries Slide After ‘Unloved’ 20-Year Bond Auction
00:14:08 – ECB Dove Eyes Expansionary Terrirory
00:16:27 – Soitec Cuts FY Capital Expenditure Forecast
00:17:14 – Pierre Barnabe, Soitec, Chief Executive Officer Speaks to Bloomberg
00:23:25 – China Ship Stirs Suspicions After Baltic Sea Cables Damaged
00:23:45 – HSBC Said to Shelve Plans for Trading, Financing Carbon Credits
00:26:35 – Ukraine Fires UK Storm Shadow Missiles at Russia for First Time
00:29:06 – Biden White House Seeks to Cancel $4.6 Billion of Ukraine’s Debt
00:31:22 – European Union Poised to Approve French Budget for 2025
00:33:30 – Bill Hwang Sentenced to 18 Years in Prison in Archegos Case
00:34:20 – Duct-Taped Banana Sells for $6.2 Million at Sotheby’s New York
00:37:10 – Nikola Mrksic, PolyAI, CEO & Co-Founder Speaks to Bloomberg
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Legacy Tech Company Stocks Surge on AI Pivot

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Bloomberg Intelligence Global Head of Technology Research Mandeep Singh joined Christina Ruffini and David Gura on Bloomberg This Weekend to discuss so-called “legacy” tech companies like Dell, Intel and Nokia seeing their stocks surge as they turn to AI.
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What’s Driving Markets This Morning? Dell is surging, Gap is falling

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On this episode of Stock Movers with Alexis Christoforous:

– Dell (DELL) shares are soaring after the company gave an outlook for annual sales that far surpassed analysts’ estimates, fueled by demand for servers that power artificial intelligence work.
– Gap (GAP) shares plunged after the company lowered its sales outlook due to struggles with its product mix.
– NetApp (NTAP) shares jumped after the data storage provider reported its latest earnings. Analyst say the report is a strong print from the company, showing strong growth, with upgrades to consensus expected.
——–
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A Look Inside the Epicenter of the Ebola Outbreak in The Congo

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New York Times Chief Africa Correspondent Declan Walsh joined David Gura and Christina Ruffini on Bloomberg This Weekend to discuss his on the ground reporting from an Ebola treatment ward in Mongbwalu, Democratic Republic of Congo.
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What to Make of Blue Origin’s Rocket Exploding Onto Launchpad?

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Chris Hadfield, retired Canadian Astronaut & former International Space Station Commander, suggests Blue Origin’s rocket exploding on the launchpad Thursday night in Florida is a setback for both Blue Origin and the entire space program. He states will be there a lot of “knock-on effects” from the explosion, talks about what’s next for the company following this incident, and how long will it take to rebuild the launchpad. Chris Hadfield speaks with Kailey Leinz and Joe Mathieu on the late edition of Bloomberg’s “Balance of Power.”
——–
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HPE Soars After Full-Year Profit Outlook Tops Estimate | Closing Bell

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Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Emily Graffeo and Tim Stenovec.
——–
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