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

Nvidia shares sank in extended US trading as investors grappled with the possibility of the company without Chief Executive Officer Jensen Huang at the helm.

Nvidia’s board has been working with an outside firm to identify potential replacements for Chief Executive Officer Jensen Huang following reports of multiple extramarital affairs, including one with a woman who is reportedly suspected of spying for China, a person familiar with the situation said.

And Xi Jinping’s third summit of the year with Donald Trump is going off script before their meetings even get underway, as the spy allegations engulfing Nvidia’s Jensen Huang reopen old rifts.

Today’s guest: Roland Busch, Siemens, CEO.

Chapters:
00:00:00 – Daybreak Europe
00:00:26 – Nvidia Fallout Spreads
00:02:13 – Nvidia Board Meets on Huang’s Fate
00:05:09 – Nvidia Turmoil
00:07:22 – Traders Weigh Nvidia Future Without Huang
00:10:33 – Nvidia is Preparing to Oust Nvidia CEO Jensen Huang — WSJ
00:15:11 – Europe is Heating Faster
00:17:09 – Midterms, Brazil Deliver Climate Boost Ahead of COP31
00:19:31 – Huang: You Have to Hold Yourself Accountable
00:21:48 – Alleged Chinese Spy at Heart of Nvidia Scandal Is in Beijing
00:24:28 – Stock Rally Falters on Nvidia Turmoil
00:27:20 – Markets Mull Future of Nvidia’s Jensen Huang Amid Infidelity Controversy
00:31:20 – Huang Exit Could Reshape US-China AI Race
00:34:50 – Zelenskyy Says Political Shifts Open Window for Russia Talks
00:40:03 – Siemens Raises Growth Goals
00:43:10 – Roland Busch, Siemens, CEO
——–
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
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source

Paraguay was supposed to be South America’s safe bet, with fast growth, low inflation and the confidence of international investors. So how did the collapse of Ueno Bank turn into a national crisis?

How a Bank Scandal Is Taking Down Trump’s Ally in Paraguay: https://bloom.bg/4BVwoKf

#Paraguay #SouthAmerica #Bank

Watch more mini documentaries from Bloomberg: https://www.youtube.com/playlist?list=PLGaYlBJIOoa_EzzMpticURNR29AiQi10v

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9

Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

source

A container ship sinks in the Strait of Hormuz as attacks on commercial shipping escalate. Houthi attacks also put mounting pressure on Saudi Arabia’s crown prince, keeping the security of the region’s energy and trade routes in focus.
South Korea’s Kospi plunges 8%, triggering a 20-minute trading halt as a chip-stock selloff deepens equity losses. US Treasuries rise, while hotter US inflation fuels expectations of further Federal Reserve tightening. Consumer prices record their biggest increase since April.
The energy backdrop remains strained: OECD oil stockpiles fall to their lowest level since 1989. Meanwhile, Middle Eastern refineries increase operations as crude flows recover, despite continuing attacks on shipping.
In an exclusive Bloomberg interview, Nvidia’s chief executive says developers of unsafe AI systems could be cut off, while calling for faster technological progress and highlighting sharply falling AI costs. Separately, Anthropic’s quarterly revenue reaches $16.8 billion ahead of its planned IPO.
Lombard Odier’s Nannette Hechler-Fayd’Herbe discusses AI’s role in manufacturing and her preference for developed-market equities, small caps and Japan. She argues that Europe faces policy challenges rather than a sovereign debt crisis.
Ukrainian President Volodymyr Zelenskyy accuses Donald Trump and Elon Musk of restricting satellite access, raising questions over the country’s reliance on critical communications infrastructure.
At the IMF–World Bank meetings in Bangkok, Lebanese Central Bank Governor Karim Souaid discusses the country’s outlook as the IMF calls for key reforms needed to secure a programme.
In Africa, Eskom’s chief executive outlines a revised strategy as the utility’s monopoly weakens, saying excess capacity creates opportunities to support the wider region. Valterra Platinum approaches a decision on a potential move to underground mining.
Elsewhere, an arrested OpenAI engineer is reported to have booked a one-way ticket to Saudi Arabia. Guests includes Nannette Hechler-Fayd’Herbe, Lombard Odier Head of Investment Strategy, Sustainability & Research, Afshin Molavi, Johns Hopkins University Senior Fellow, Karim Souaid, Lebanese Central Bank Governor, and Karen Young, Columbia University Center on Global Energy Policy Senior Research Scholar.

Horizons Middle East & Africa is your daily spotlight on one of the world’s fastest-growing regions. Live from Dubai, we bring you the latest global markets and analysis, plus news-making interviews, with a special focus on MEA. All that and more, as you head to the office in the Gulf, pause for lunch in Hong Kong, or start your day in London or Johannesburg.

Chapters:
00:00:00 – Introduction
00:05:10 – Nannette Hechler-Fayd’Herbe, Lombard Odier Head of Investment Strategy, Sustainability & Research
00:13:14 – Oil Falls on Easing Middle East Concerns
00:15:56 – Afshin Molavi, Johns Hopkins University Senior Fellow
00:20:18 – Jensen Huang, Nvidia CEO
00:26:42 – Karim Souaid, Lebanese Central Bank Governor
00:35:34 – Karen Young, Columbia University Center on Global Energy Policy Senior Research Scholar
00:41:24 – Dan Marokane, Eskom CEO
00:43:12 – Valterra Platinum Nears Decision on Underground Move
——–
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
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source

Copper Sky Capital Managing Director Jack Selby questions why Anthropic is rushing into the public markets when, in his words, the company has ‘so much cash on their balance sheet, almost as much as Google’. He speaks on “Insight with Haslinda Amin.” (Corrects the company name and Jack Selby’s job title across the headline, description and throughout the video.)
——–
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
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source

Bloomberg’s Michael Shepard says Nvidia’s relationship with the Singaporean company called Megaspeed International has been under scrutiny for more than a year. Nvidia CEO Jensen Huang admitted to having an affair with a woman from the company identified as a suspected Chinese spy. Here’s a quick recap of what we know so far.
——–
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
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source