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.

On today’s show, ASML raised its full-year sales forecast for the second time this year, as a surge in AI spending drives demand for its chip-making machines. Europe’s most valuable company also announced that Intel has begun using its most advanced High NA EUV machine in a sign that it’s ready for widespread adoption.

Oil prices climbed for a third straight day, after the US carried out another round of strikes on Iran. President Trump has backed away from his plan for a 20% charge on cargo shipments through the Strait of Hormuz, but reimposed the blockade of Iranian ships travelling through the waterway.

Traders cut bets on a July Fed rate hike after a softer-than-expected US CPI print. This as Kevin Warsh warned against complacency on inflation in his first congressional testimony as Fed Chairman.

Today’s guest: Jane Foley, Rabobank, Head of FX Strategy.

Chapters:
00:00:00 – Daybreak Europe
00:01:13 – Oil Climbs as US Completes Further Strikes on Iran
00:02:38 – ASML Raises Full-Year Outlook as AI Propels Demand
00:06:49 – Trump Drops 20% Fee for Hormuz Cargo After Gulf Pressure
00:12:18 – Warsh Says Inflation Mission Not Accomplished, Hints at Options
00:16:21 – China GDP Growth Dips
00:19:07 – BOE Governor Clla for Fiscal Discipline
00:24:24 – ASML Raises Forecast
00:28:43 – Dollar Slips Ahead of US Producer Price Data
00:31:37 – Warsh Vows to Deliver Price Stability
00:34:04 – Burnham Team Falls Into Infighting Over Miliband Chancellor Pick
00:41:25 – ASML Boosts FY Net Sales Forecast, Beats Estimates
00:43:05 – ASML Raises Full-Year Outlook as AI Propels Demand
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Meta is making its biggest AI monetization move yet. Bloomberg’s Kurt Wagner had an exclusive interview with Mark Zuckerberg. They talked about why the company is betting on ultra-low API pricing to win developers, how Meta plans to turn massive AI investments into real revenue, and what the AI transformation means for employees, investors, and the race against OpenAI and Google.
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India and Japan are strengthening ties on defense, technology and energy after Japanese Prime Minister Sanae Takaichi’s first official visit to New Delhi, as both countries look to reduce their dependence on China.
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Lucid Group says it’s working with restructuring advisers, but says rumors circulating in industry publications about a possible bankruptcy filing are “completely false.” The electric-vehicle maker’s stock dropped 57% at one point on Tuesday, then recovered slightly. Bloomberg’s Ed Ludlow has more.
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The news doesn’t stop when markets close. Hosts David Gura, Christina Ruffini and Lisa Mateo bring clarity, context and a bit of humor to the weekend’s biggest headlines, LIVE from New York. Joined by Adm. Daryl Caudle, US Dept of War Chief of Naval Operations, Clara Gillispie, Council on Foreign Relations Sr. Fellow for Climate & Energy, and Colin Demarest, Future of Defense Reporter for Axios.

Chapters:
00:00:00 – Bloomberg This Weekend | 7/11/2026
00:02:07 – News Now with Lisa Mateo
00:04:45 – Trump: US Military Ready to “Completely Decimate” Iran
00:10:36 – US Wants Iran to Publicly State Strait is Open
00:18:01 – Lisa Mateo with News Now
00:19:59 – Apple Sues OpenAI for Trade Secret Theft
00:24:48 – SK Chairman: ‘Much, Much’ Bigger US Investment plan
00:31:31 – News Now with Lisa Mateo
00:34:01 – Platner Quits Maine Race
00:42:17 – Wayfair’s Foray into Brick-and-Mortar
00:48:29 – Top of the Hour 8:00a
00:49:38 – Lisa Mateo with News Now
00:52:36 – Trump: Peace Talks Ongoing, but Ceasefire Over
01:07:05 – One-on-One with Chief of Naval Operations
01:20:00 – News Now with Lisa Mateo
01:22:10 – Tinnitus: What You Should Know
01:30:20 – BTWs
01:36:56 – Top of the Hour 9:00a
01:38:42 – Lisa Mateo with News Now
01:41:45 – Iranian FM in Oman to Discuss Hormuz
01:54:58 – News Now with Lisa Mateo
01:57:34 – AP: Officials Demand Strait Open & Attacks Stop
02:02:12 – Zelenskyy Pushes for Patriot Missiles
02:19:00 – Lisa Mateo with News Now
02:20:36 – Cuba Hit with Another Blackout
02:23:28 – Pointed Quiz
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