Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.

Chapters:
00:00:00 – Insight with Haslinda Amin Begins
00:02:48 – Yen holds steady after speculation of intervention
00:05:59 – Asian stocks ignore tech rally amid fresh doubts about AI trade
00:06:11 – Goldman Sachs’ Timothy Moe on why he remains bullish on Korea
00:07:29 – Timothy Moe on leveraged ETFs and foreign investor flows in Korean equities
00:15:40 – Trump says talks are Iran’s ‘last chance’
00:18:11 – Timothy Moe on defense and geopolitical investment themes
00:20:56 – Timothy Moe on China’s energy security strategy
00:24:49 – Timothy Moe on Asia’s earnings outlook versus the US market
00:36:40 – Modi’s party loses key by-election in wake of protests
00:40:36 – China is getting more anxious about Mythos before Trump meets Xi
00:43:30 – Hugging face CEO Clem Delangue warns of growing AI risks
——–
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The US and Iran are closing in on an interim agreement to reopen the Strait of Hormuz. President Trump says talks are going well and the waterway will open “very soon”.

SpaceX fell in premarket trading after it disclosed higher-than-expected spending on its artificial intelligence business, overshadowing an inaugural quarterly report that broadly surpassed Wall Street forecasts.

AI models developed by OpenAI and Anthropic carried out “unsanctioned” actions — including hacking a website and attempting to inject harmful code into software during safety testing. The report is reinforcing fears that neither the creators nor seasoned researchers of these systems can predict their actions.

Today’s guests: Beata Manthey, Citi Head of EMEA Equity Strategy; Mike Doustdar, Novo Nordisk CEO
—
“The Pulse With Francine Lacqua” is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.

Chapters:
00:00:00 – The Pulse with Francine Lacqua
00:00:34 – SpaceX’s AI splurge puts a damper on debut earnings
00:01:20 – Market roundtable: Bloomberg’s Neil Campling & Citi’s Beata Manthey
00:06:58 – Trump: Strait will be open very soon
00:10:37 – Beata Manthey, Citi Head of EMEA Equity Strategy
00:19:17 – Novo Wegovy sales fail to beat analyst expectations
00:19:28 – Mike Doustdar, Novo Nordisk CEO
00:28:05 – Record-low Rhine river threatens key trade artery
00:36:55 – Chanel sales said to jump 16%, outpacing LVMH
00:41:45 – Infineon revenue forecast beats on AI demand
00:44:26 – Anthropic, OpenAI models ‘potentitally harmful’
——–
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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.

On today’s show, SpaceX fell in extended trading as concerns about its AI spending plans overshadowing an inaugural quarterly report that broadly surpassed Wall Street forecasts.

US President Donald Trump says the Strait of Hormuz will be open ‘very soon’. He was speaking after Qatar said a proposal had been drafted and Axios reported US, Iran and Oman are preparing to announce as soon as Wednesday a 60-day agreement on shipping through the Strait of Hormuz.

And Siemens Energy says strong demand for gas turbines and grid equipment should push its profit margin to the upper end of its guidance, while chipmaker Infineon forecast revenue that beat estimates on rising demand for its data-center chips.

Today’s guest: Christian Bruch, Siemens Energy, CEO; Sven Schneider, Infineon, CFO & Charu Chanana, Saxo, Chief Investment Strategist

Chapters:
00:00:00 – Daybreak Europe
00:02:19 – Heineken 2Q Total Organic Volume Beats Estimates (2)
00:04:05 – SpaceX’s AI Splurge Puts a Damper on Debut Earnings After IPO
00:06:13 – AMD Shares Slide After AI Growth Outlook Underwhelms Investors
00:07:17 – Asian Markets Update
00:10:06 – Trump: Strait Will Be Open Very Soon
00:13:32 – Risk Events Today
00:14:58 – Bessent Says Yen Level a Problem for Japan
00:17:50 – South Africa Wins Chinese Backing for Power-Expansion Plans
00:21:08 – Wednesday Top Stories
00:22:18 – Wednesday Headlines
00:24:20 – Christian Bruch, Siemens Energy, CEO
00:32:04 – Infineon Revenue Forecast Beats as AI Power Chip Demand Rises
00:32:41 – Sven Schneider, Infineon, CFO
00:38:27 – Charu Chanana, Saxo, Chief Investment Strategist
00:45:04 – Wegovy Pill Sales Don’t Live Up to Wall Street Obesity Hype
00:45:55 – Global Stocks at Record Highs
——–
More on Bloomberg Television and Markets

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Bloomberg Intelligence’s Global Head of Technology Research Mandeep Singh reacts to Tuesday’s SpaceX earnings and breaking news from Microsoft disclosures that its AI sales come mostly from OpenAI. Katie Kaminski from AlphaSimplex Group explains her long-term fixed income outlook after last week’s FOMC meeting and Fed Chair Kevin Warsh’s remarks. G Squared Founder Larry Aschebrook talks about his company’s backing from Anthropic and its recent $2.3 Billion fundraising for its 7th flagship fund. Kalshi Head of Enforcement & Legal Counsel Robert DeNault responds to a recent NY State lawsuit against the online prediction market platform, and discusses how the company tracks and investigates allegations of “manipulative” bets.

Chapters
00:00:00 Bloomberg Businessweek Daily
00:01:30 SpaceX After Earnings: AI Spending in Focus
00:02:49 Market Update: Dow Hits Another Record
00:04:42 SpaceX’s AI Ambitions vs. Investor Reality
00:05:19 Lockup Expiration & Selling Pressure
00:06:30 Can SpaceX Really Reach 10 Gigawatts?
00:08:30 The AI Cloud Opportunity
00:09:59 Microsoft’s AI Revenue Concentration
00:12:05 Bond Market Outlook with Katy Kaminski
00:13:13 Is the 10-Year Yield Headed Lower?
00:15:08 Why the 60/40 Portfolio Is Still Challenged
00:18:17 Fed Outlook Through Year-End
00:21:20 G Squared’s New $2.3 Billion Fund
00:22:58 Inside the Private Market Secondary Boom
00:26:58 AI Valuations & Where the Next Opportunity Lies
00:30:02 SpaceX IPO Lessons & Market Structure
00:34:52 New York Sues Kalshi
00:35:27 Kalshi Responds to Gambling Allegations
00:39:56 Market Integrity & Insider Trading Controls
00:46:47 Prediction Markets as Financial Signals
00:48:26 Stock Movers: SpaceX, News Corp & Travel
——–
More on Bloomberg Television and Markets

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Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source

Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.

Chapters:
00:00:00 – Insight with Haslinda Amin Begins
00:01:53 – Iran seeks to bar US ships as Hormuz deal with Oman advances
00:08:25 – Federated Hermes’ Karen Manna on rising treasury yields
00:12:00 – Karen Manna on global shift from a deflationary to an inflationary environment
00:19:37 – DBS CEO Tan Su Shan on geopolitical risks and AI adoption
00:20:15 – Tan Su Shan on balancing Western and Chinese AI models
00:21:47 – Tan Su Shan on how AI will reshape jobs
00:24:25 – Sequoia Capital Partner Patrick Grady on the Anthropic opportunity
00:26:22 – Sequoia Capital Partner Alfred Lin on early-stage and growth AI companies
00:31:07 – DeepSeek resumes $8B round with Monolith in the running
00:35:31 – India’s student movement shuns politics, stays pressure group
00:45:51 – Asian stocks steady as market waits on US jobs data
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
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More from Bloomberg:
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Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
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Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

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