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Adani Charged by US Over $250M Bribe Plot, Nvidia Forecast Disappoints | 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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US, Iran Weigh More Talks; United Pitches Tie-Up with American Airlines | Bloomberg Brief 4/14/2026

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US equity futures rise and oil slips on optimism as the US and Iran consider another round of peace talks. United CEO Scott Kirby …

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Dimon Warns on Economy and AI | Open Interest 4/14/2026

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Get a jump start on the US trading day with Matt Miller and Dani Burger on “Bloomberg Open Interest.” Iran signals a possible pause in Strait of Hormuz shipments, aiming to cool tensions and keep peace talks alive—while markets brace for the ripple effects. Big banks deliver a mixed bag: strong trading, cautious outlooks, and Jamie Dimon warning on geopolitics, the Fed, and AI. An airline mega-deal could shake up global travel as United eyes American, setting up a regulatory showdown. Plus, Christine Lagarde joins us exclusively as global leaders confront a fresh economic shock. And inside J&J’s next blockbuster drug, plus Rolls-Royce’s $5 million vision of ultra-luxury.

Chapters:
00:00:00 – Open Interest
00:03:31 – JP Morgan Sets Firm-WIde Record for Trading Revenue
00:06:43 – US March Producer Prices Rise 0.5% M/M; EST. +1.1%
00:12:13 – Scott Bessent Speak at Institute of International Finance
00:34:02 – Lori Heinel State Street | Stocks Rise, Oil Falls on Optimism for Iran Deal
00:42:00 – Top Calls | Tesla, Steel, Blackrock
00:43:28 – David George Baird | Dimon | Dealing with Increasingly Complex Set of Risks
00:48:09 – United CEO Pitched Possible Tie-Up with American
00:52:41 – Christine Lagarde ECB President | Speaking at Institute of International Finance
01:18:59 – Chris Brownridg, Rolls-Royce Motor Cars | “Project Nightgale”
01:28:44 – Joe Wolk Johnson & Johnson | J&J Share Waver as Analysts Tout High Bar For 1Q
——–
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Shallow Losses for Stocks Despite Hormuz Blockade: 3-Minutes MLIV

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

Chapters:
00:00:00 – MLIV
00:00:01 – Iran War Escalation, Strait of Hormuz Blockade
00:01:03 – Brent Crude, Oil & Gas Prices
00:02:04 – Bond Market, Rate Hikes
00:02:49 – Earnings Season
——–
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Iran war has been a failure for Trump, says Nouriel “Dr. Doom” Roubini

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Nouriel Roubini, chairman of Roubini Macro Associates, says the war in Iran has been a disaster for President Donald Trump, but he will most likely need to finish the job.

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Hungary Election: Surveys Point to Shift Away From Orban

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As Hungary prepares for parliamentary elections on Sunday, Prime Minister Viktor Orban addressed the nation saying he was the safe bet and that ousting him after 16 years in office would imperil the country. Meanwhile, independent surveys show Peter Magyar’s Tisza party opening up a lead. Bloomberg’s Oliver Crook reports from Budapest.
——–
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