Equity markets steadied after a brief selloff in top-performing technology names, with Micron’s earnings taking on added significance as a test for the rally in artificial intelligence stocks. Micron’s earnings report on Wednesday afternoon is shaping up to be one of the most important in months as investors find themselves suddenly on edge over the sustainability of the AI rally.

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 Guy Johnson and Tom Mackenzie.

Chapters:
00:00:00 – The Opening Trade
00:00:35 – Markt Check
00:02:26 – Tech Losses Resume
00:04:46 – Burnham Seen As Shoo-In for UK PM
00:06:50 – Europe Heat Wave
00:08:01 – KNDS Intention to IPO
00:11:00 – Kospi, Asian Stocks
00:25:05 – Market Check
00:26:08 – Ten Years Since Brexit Vote
00:41:15 – Volatility Is Now a Feature, Not a Bug: MLIV
00:47:27 – Stock to Watch: Tech, Segro, Defense
01:05:47 – KNDS IPO
01:09:13 – Micron Earnings
01:16:51 – Europe Heat Wave
01:23:16 – Europe Commissioner for Competition Teresa Ribera
01:29:35 – Strait of Hormuz Transit Routes
01:33:26 – Chip Demand, AI Spending Test
——–
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“Russian sub-conventional activity will increase.”

Latvia Foreign Minister Baiba Braže warns that as Russia’s war in Ukraine continues, Europe could see an increase in cyberattacks, sabotage and hostile information operations.

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McKinsey stripped partner Chris Bradley of leadership roles following comments he made on LinkedIn about female CEOs.

Alex Morgan explains.
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The Close 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 Vanguard President & CIO Greg Davis, UBS Equity Research Analyst, Large-Cap Banks & Consumer Finance Erika Najarian, Janus Henderson CEO Ali Dibadj, CreditSights Global Head of Strategy Winnie Cisar, DoubleLine Global Sovereign & Emerging Markets Head Bill Campbell, Cisco Chair & CEO Chuck Robbins, Blackstone Global Head of Digital Infrastructure Mike Forman, Nuveen Global Head of Infrastructure Jessica Bailey, KKR Head of North American Infrastructure Brandon Freiman, Loop Capital Founder, Chairman & CEO Jim Reynolds, & Huel CEO James McMaster.

Chapters:
00:00:00 Bloomberg The Close
00:03:40 Vanguard CIO on CPI, Fed Hikes & Bond Volatility
00:08:44 Treasury Issuance, Duration & Fixed-Income Opportunities
00:10:35 Vanguard on Private Markets & Portfolio Diversification
00:16:53 Top Calls
00:18:17 Morgan Stanley, Bank of America & Higher Rates
00:22:45 Janus Henderson CEO on Going Private & Growth
00:28:29 ETFs, Fixed Income & Private Market Expansion
00:34:24 AI in Asset Management & Investment Strategy
00:39:35 AI Financing, CoreWeave & Credit Market Risks
00:45:02 Apple Prepares to Launch AI Features in China
00:48:10 Closing Bell
00:53:23 CoreWeave, AI Stocks & Treasury Yields
00:56:01 AI Infrastructure Debt & Credit Market Stress
01:02:14 Bonds, Duration & Emerging Market Opportunities
01:05:42 AI Safety, Cybersecurity & Data Center Risks
01:11:41 Loop Capital CEO on Athletes Building Wealth
01:16:42 Athletes, Private Equity & the Power of Ownership
01:22:33 Anthropic’s Pre-IPO Investor Day & AI Valuations
01:24:59 Huel CEO on Danone Deal & U.S. Expansion
01:30:39 Protein, GLP-1s & the Changing Nutrition Consumer
01:32:21 What to Watch
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Nvidia CEO Jensen Huang took a live phone call from Donald Trump during a panel discussion, allowing the US president to dismiss artificial intelligence dangers as a “hoax.” Bloomberg’s Tom Mackenzie reports.
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