Get a jump start on the US trading day on “Bloomberg Open Interest.”Microsoft races to recover from a global outage disrupting users worldwide. Plus, Nvidia’s crisis turns into a US, China chip showdown ahead of a Trump-Xi meeting. Plus, Anthropic’s blockbuster IPO demand, what lingering Iran risks could mean for markets and Boston Fed President Susan Collins join us for an exclusive interview on why more rate tightening is needed.

Chapters:
00:00:00 – Open Interest
00:01:51 – Microsoft’s Global Outage, Outlook Disruptions & Wall Street Impact
00:04:11 – Nvidia Leadership Crisis, China Scrutiny & Export Controls
00:04:47 – Jensen Huang Fallout, Commerce Department Questions & Chip Restrictions
00:10:39 – Morning Movers | Cerebras, Palo Alto Networks & Modine
00:12:07 – High Interest | Anthropic IPO Demand, SpaceX Milestone & AI Investing Boom
00:13:17 – Liz Ann Sonders & Rebecca Patterson on Navigating the AI Selloff and Long-Term Investing
00:17:04 – Trump-Xi Summit Preview, AI Export Controls & China’s AI Strategy
00:23:18 – Market Rotation, AI Concentration Risk & Profitability Trends
00:26:35 – Iran, Oil Inflation & Risks to the Fed
00:33:24 – Top Calls | Lowe’s, Lineage Logistics & Domino’s Pizza
00:34:31 – ETF Friday | Liz Ann Sonders & Rebecca Patterson on Investing vs. Gambling
00:44:42 – Nvidia’s CEO Search, Microsoft’s Outage & Congressional Scrutiny
00:48:36 – Andrew Slimmon Morgan Stanley | Tech Valuations, AI Buildout & Fed-Driven Market Risks
00:58:33 – High Interest | Anthropic IPO Oversubscribed Six Times, Valuation Debate & AI Demand
00:58:37 – Anthropic’s $1.4 Trillion IPO, Risk Factors & Investor Appetite
01:05:14 – PPI, December Fed Hike Odds & Market Volatility
01:10:28 – Exclusive | Boston Fed President Susan Collins on Inflation, Rates & Economic Resilience
01:22:34 – AI Productivity, Labor Markets & Data Center Expansion
01:28:40 – Trump-Xi Talks, Nvidia’s China Challenges & Washington Infighting
——–
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President Donald Trump and Secretary of State Marco Rubio defended Defense Secretary Pete Hegseth after Republican representative Thomas Massie introduced articles of impeachment over military operations in Iran. Hegseth has rejected calls to step down, characterizing the effort as politically motivated.
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UniCredit CEO Andrea Orcel has pledged to overhaul Commerzbank’s governance soon, in a move that may pave the way for an effort to oust CEO Bettina Orlopp.
Speaking to Bloomberg TV, Orcel said all regulatory approvals for the deal are expected by the end of November.

The Opening Trade has everything you need to know as markets open across Europe. With analysis you won’t find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie.

Chapters:
00:00:00 – The Opening Trade Begins
00:01:13 – The Agenda: Jensen Huang Affair Rocks Nvidia
00:04:51 – The Agenda: Stocks Rally on Tech Rebound, Oil Steadies Ahead of US CPI
00:06:29 – Race to Succeed Christine Lagarde at the ECB
00:09:17 – UniCredit 3Q Revenue Beats Estimates
00:10:18 – What to Watch
00:12:12 – Nvidia Investigation and Risks for Investors
00:14:45 – 7IM Co-CIO Shanti Kelemen on AI, Markets and Portfolio Strategy
00:20:51 – Need to Know: Russia War Losses and China Extends US Trade Truce
00:24:50 – UniCredit Reports Record Quarterly Profit
00:25:15 – UniCredit CEO Andrea Orcel on UniCredit and Commerzbank
00:36:20 – Goldman Sachs’ Andrew Sheets on Bonds, AI and the Fed
00:42:22 – MLIV: Tech Turbulence and Nvidia Risk
00:48:01 – European Markets Open
00:50:04 – M&G Investments’ Maria Municchi on AI Risk and Multi-Asset Strategy
00:59:51 – Market Movers: European Stocks, Banks and Pharma Movers
01:03:16 – UniCredit Earnings and Commerzbank Plans
01:06:51 – Nvidia’s Jensen Huang Key-Man Risk
01:13:22 – Need to Know
01:14:32 – ECB Succession and European Investment
01:15:00 – Nadia Calviño, President of the European Investment Bank, on ECB Succession and European Investment
01:20:59 – Nadia Calviño, President of the European Investment Bank, on EIB’s €10 Billion European Tech Initiative
01:24:44 – HSBC’s Vivek Ramachandran on Global Trade, Energy and AI
01:31:07 – Week Ahead: US Inflation, ECB and UK GDP
01:35:05 – Markets Reverse Higher
——–
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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
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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

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