Hyderabad has spent decades building the talent, infrastructure and business climate to compete with Bangalore, attracting major tech firms while becoming a hub for life sciences. But AI now threatens some of the lower-cost IT work that helped fuel its rise. The test is whether Hyderabad can use its talent base to move from supporting global innovation to creating more of its own. This version corrects a map of India.
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Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Sally Bakewell, Carol Massar and Tim Stenovec.
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US equity futures waver after the Nasdaq 100 closed at its first record high since June, fueled by AI enthusiasm. President Trump says US envoys had “very good” talks with Iranian officials in New York, even as Tehran reported held “firm positions” on the reopening of the Strait of Hormuz. Chinese President Xi Jinping heads to Washington for a summit at the White House with many US tech executives expected to attend. Stefano Scarpetta of the OECD joins “Bloomberg Brief” to discuss the organization’s latest economic forecast. Katrina Dudley of Franklin Templeton weighs in on the tech rally and her outlook for equities.

Chapters:
00:00:00 – Bloomberg Brief Begins
00:00:45 – Global Market Check: Asian Markets Ahead of Trump-Xi Summit
00:02:07 – European Markets & Positive PMI Data
00:03:22 – US Futures, Nasdaq Record & Treasury Yields
00:04:40 – First Look Movers: Six Flags, IonQ & Arcadis
00:06:17 – Trump, Iran & Strait of Hormuz Talks
00:09:23 – Xi Heads to Washington for Trump Summit, AI Emerges on US-China Summit Agenda
00:12:08 – OECD Chief Economist Stefano Scarpetta on OECD Raising Global Inflation Forecasts & Global Economic Resilience & AI Investment
00:20:40 – Front Page News
00:21:36 – Market Update: Markets, Nasdaq Record & Oil Prices
00:23:23 – First Look Movers
00:24:49 – Franklin Templeton Senior Investment Strategist Katrina Dudley on Stocks, Earnings & Valuations, Energy Stocks, Inflation & Market Sentiment
00:32:05 – Trending on the Terminal
00:33:26 – Trump-Iran Talks & Midterm Pressure,
00:36:22 – Trump-Xi Summit: Trade, AI & Taiwan
00:38:11 – Global Trade Deals & South Korean Investment, India Diversifies Trade Beyond the US, Proposed US Fuel Export Ban
00:42:17 – What to Watch
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China is rapidly catching up to the US in the AI race, especially on price.

But how do Chinese models compare in quality? We put seven models to the test by asking each to build a website for a coffee shop.

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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
00:01:57 – Greer says US, China to continue talks on trade truce extension (11A) Greer on why Canada should prioritize trade with the US instea
00:05:16 – Greer on why Canada should prioritize trade with the US instead of the EU
00:06:57 – Canada’s International Trade Minister Maninder Sindhu on diversifying exports beyond the US
00:10:01 – Maninder Sindhu on accelerating free-trade negotiations with India
00:15:23 – Maninder Sindhu on the long-term outlook for US-Canada trade
00:17:07 – Asia stocks rally as Meta’s Muse agent drives AI enthusiasm
00:18:45 – Eastspring Investments portfolio manager Nupur Gupta on the AI trade
00:24:23 – Vietnamese President To Lam says his nation is ‘very close’ to a trade deal with the US
00:28:19 – To Lam denies re-routing Chinese goods
00:29:59 – Nupur Gupta on opportunities in Korean equities and China AI stocks
00:38:28 – JPMorgan Global Co-Head of Payments Max Neukirchen on India’s new UPI fee structure
00:42:01 – Max Neukirchen on growth opportunities in GIFT City
——–
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