Poland has become one of Europe’s standout growth stories, with an economy that crossed $1 trillion and a new generation of entrepreneurs returning home after studying and working abroad. Finance Minister Andrzej Domański points to decades of reform, EU integration, foreign investment and a diversified economy as drivers of Poland’s rise, while venture capitalist Aleksandra Pedraszewska says Warsaw’s technology scene now offers opportunities that were far less obvious a decade ago. But economists warn that sustaining the boom will require Poland to address large deficits, elevated defense spending, demographic decline and the need for more investment in research, education and innovation.
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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 Glenmede Chief of Investment, Strategy, and Research Jason Pride, Space Capital Founder & CEO Chad Anderson, World Labs Co-Founder & CEO Fei-Fei Li, SW Retail Advisors Founder & President Stacey Widlitz, SPG Global Managing Director Simon Gallagher, Goldman Sachs’ Asad Haider, Lazard Asset Management CIO Eric Van Nostrand, Coresight Research Founder & CEO Deborah Weinswig, The Conference Board Senior US Economist Yelena Shulyatyeva, Quantinuum CEO Raj Hazra, Ciena CEO Gary Smith, & Nike Global Football VP & GM Camilo Andrade.

Chapters:
00:00:00 – Bloomberg The Close
00:03:59 – Glenmede’s Jason Pride on AI’s Economic Impact
00:10:56 – Space Capital Founder & CEO Chad Anderson on SpaceX’s Upcoming IPO
00:17:02 – World Labs Co-Founder & CEO Fei-Fei Li on Next Steps for AI
00:19:33 – Top Calls
00:20:43 – SW Retail Advisors Founder & President Stacey Widlitz on Lululemon’s Earnings Report
00:25:47 – SPG Global Managing Director Simon Gallagher on End of an Era for Netflix
00:33:42 – Goldman Sachs’ Asad Haider’s Outlook for Pharma
00:38:59 – Lazard Asset Management CIO Eric Van Nostrand Upward Pressure on Long-Term Rates Likely
00:48:58 – How Much AI Is Too Much for Stock Investors?
00:59:06 – Coresight Research Founder & CEO Deborah Weinswig on Lululemon’s Organizational Struggles
01:04:42 – The Conference Board Senior US Economist Yelena Shulyatyeva on May Jobs Report
01:11:05 – Quantinuum President, CEO & Director Raj Hazra on Today’s IPO
01:17:00 – Ciena CEO Gary Smith on Company’s Drop on Underwhelming Forecast
01:20:59 – Nike Global Football VP & GM Camilo Andrade on Nike’s World Cup Playbook
01:31:20 – What to Watch
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New information has emerged regarding President Trump’s recent meeting in the Situation Room, where he requested several edits to a deal negotiated between his envoys and the Iranian regime. Bloomberg News White House Correspondent Jeff Mason and Bloomberg’s UAE bureau chief Dana Khraiche joined David Gura and Christina Ruffini on Bloomberg This Weekend to analyze the complexity of the ongoing negotiations.
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Ukraine’s extensive use of approximately 10,000 drones daily has significantly impacted Russian forces, causing 90% of their casualties and rendering traditional armored vehicles and tanks largely ineffective near the front lines. Bloomberg’s Chief Europe Correspondent Oliver Crook joined David Gura and Christina Ruffini on Bloomberg This Weekend to discuss a recent drone incursion into Romanian airspace that has raised European security concerns.
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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.

Stocks rose to a record as investors doubled down on the artificial intelligence trade that’s powered equities to all-time highs, even as oil climbed as a US-Iran ceasefire deal remained elusive.

The US and Iran traded messages over the weekend seeking changes to a draft agreement that would extend a ceasefire and open the Strait of Hormuz, but it was unclear whether the sides were making much progress. As the diplomatic exchanges continued, Israel expanded its ground assault in Lebanon, shattering a brittle truce with its northern neighbor.

And Nvidia announced it is entering the PC market with a new chip aimed at loosening the stranglehold of Intel technology in that arena and modernizing the machines for the AI era.

Chapters:
00:00:00 – Daybreak Europe
00:01:21 – Oil Rises as US-Iran Deal Remains Elusive
00:05:13 – Stocks Hit Record on AI Rally, Oil Rises on Iran
00:07:25 – US, Iran Trade Deal Drafts as Israel Expands Lebanon Assault
00:15:17 – Powell Says Fed Credibility Lost If President Can Fire Officials
00:16:35 – Starmer Braces for Release of Mandelson Messages
00:18:07 – Iran War Threatens Petrochemicals Landscape
00:23:17 – BOE’s Bailey on Private Credit Markets
00:25:48 – Treasuries Fall as Iran Uncertainty Boosts Oil
00:28:35 – Hegseth Seeks to Convince Allies Silence Is Best on Taiwan
00:38:46 – Nvidia Enters Windows Laptop Market, Taking On Intel and AMD
00:42:15 – SpaceX IPO Forces Wall Street to Reorganize Around It
——–
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