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Is Elon Musk on drugs?

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Tencent Earnings a Litmus Test for China’s AI Sector | The China Show | 8/12/2026

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“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – The China Show opens
00:04:28 – China’s AI sector in focus ahead of Tencent earnings
00:07:55 – Eastspring Investments’ Christina Woon on the AI trade
00:16:55 – Pakistan says deal on Strait of Hormuz in sight
00:25:59 – Tencent faces a key AI earnings test
00:33:23 – Manus to resume independent operations after unwinding Meta deal
00:36:57 – Why investors favor Taiwan over Korea after AI selloff?
00:42:00 – Super Micro earnings reignite optimism around the Kospi
00:53:12 – Goldman Sachs’ Kinger Lau on China’s AI race
01:03:02 – Will Tencent’s WorkBuddy inspire a stock boost?
01:11:34 – China’s car export boom continues
01:18:05 – South Korea’s deputy innovation minister on AI investments
01:23:08 – AAPA on the outlook for the region’s airlines
01:27:11 – China’s efforts to attract tourists start to pay off
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The Pulse 8/11/2026

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“The Pulse With Francine Lacqua” is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.

Today’s guests: Grace Peters, JPMorgan Private Bank Global Investment Strategy Co-Head; Michael Lewis, Uniper CEO; Jaroslava Barbieri, Chatham House Research Fellow: Ukraine Forum

Chapters:
00:00:00 – The Pulse with Francine Lacqua
00:00:24 – Trump makes sweeping new demands on Iran
00:04:44 – Nvidia and Intel seeking capital and cash
00:06:55 – Grace Peters, JPMorgan Private Bank Global Investment Strategy Co-Head
00:17:03 – Michael Lewis, Uniper CEO
00:23:43 – Tuesday headlines
00:24:02 – Lawmakers discuss proposals on capital reform for UBS
00:27:02 – Mercedes’ failing China EV exposes carmaker woes
00:29:56 – ING 1H 2025 pretax profit beats estimates
00:32:32 – Tuesday top stories
00:34:29 – Jaroslava Barbieri, Chatham House Research Fellow: Ukraine Forum
00:42:47 – Japan’s Kiuchi: Investment plan will boost Yen
——–
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The Deal: World Cup Recap and Why Hydration Breaks Are Here to Stay

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The 2026 World Cup is in the books and FIFA is expected to bring in around $15 billion in revenue, blowing past their original projection of $12 billion. On this episode of The Deal, Jason Kelly and Vanessa Perdomo dig into the eye-popping numbers behind the tournament. Listen wherever you get your podcasts
——–
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After Bitter Michigan Primary Stevens Backs El-Sayed

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Michigan Representative Haley Stevens backs Abdul El-Sayed after narrowly losing the Democratic Senate primary to him and says she is ready to help the party’s ticket ahead of November. Joining Bloomberg This Weekend, Stevens acknowledges their policy differences but says Democrats need to unite as El-Sayed faces Republican Mike Rogers in a race that could help determine control of the Senate.
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Trump Hardens Stance on Iran, Nvidia Taps Wall Street for $500B | The Opening Trade 8/11/2026

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US President Donald Trump hardened his stance toward Iran as negotiations to reopen the Strait of Hormuz continue, pronouncing that the Islamic Republic must pay reparations for past attacks. Trump made his sweeping new demands on Monday after accusing Tehran of itself seeking compensation for war damages through public statements even though the issue had never been raised in negotiations.

US investment giants including Apollo Global Management Inc., Blackstone Inc., BlackRock Inc. and Brookfield Asset Management are partnering with Nvidia Corp. to source $500 billion in financing for artificial intelligence infrastructure.

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
00:00:25 – Market Check
00:02:33 – Iran Reiterates Demands for Talks
00:06:03 – Gold Price Climbs, Bonds Fall
00:07:13 – Nvidia Credit Under Pressure
00:13:05 – Trump Makes New Iran Demands
00:18:41 – Brent Crude Levels
00:29:10 –
00:29:13 – Bond Market Check
00:38:43 – Nvidia Taps Wall Street Funding
00:42:56 – Treasuries Will Have a Tough End to 2026: MLIV
00:47:49 – Stocks to Watch: IHG, Defense, UK Retailers
00:55:44 – Old Holds a Four-Day Gain
01:04:51 – IHG Stock
01:07:14 – Mercedes’ Failing China EV
01:16:18 – Strait of Hormuz Deal Hopes
01:27:28 – UBS Capital Reform Talks
01:32:06 – European Stocks Outlook
01:34:01 – Bond Yields
——–
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