The chip sector losses point to deepening concerns over crowded equity positioning and rising corporate debt levels as the AI buildout progresses. A report from The Information that a Chinese state-backed company has begun mass-producing immersion deep-ultraviolet lithography machines has been another cause of concern.

Brent fell 2% to $86.50 a barrel in a third straight day of losses. President Donald Trump said that the US and Iran were engaged in talks to try to end the Middle East conflict, with the two sides continuing to hold off on attacks. Treasuries gained for a second day as inflation fears eased.

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 and Guy Johnson.

Chapters:
00:00:00 – The Opening Trade
00:00:25 – Market Check
00:01:57 – Chip Selloff
00:05:26 – Man Group Earnings Records
00:07:21 – Man Group CEO Antoine Forterre
00:16:49 – Barclays CEO CS Venkatakrishnan
00:25:07 – Bond Market Check
00:29:42 – ASML Stock Falls
00:35:09 – US Holds Off Iran Strikes
00:40:03 – Nvidia Deal Ignites Circular AI Fears
00:47:04 – Stocks to Watch: Philips, Barclays, Mercedes
00:52:48 – LVMH Stock
00:57:10 – Unilever Stock Gains Most in Two Years
01:04:57 – Barclays Stock
01:22:27 – Altana Wealth CIO Founder Lee Robinson
01:27:04 – Philips CEO Roy Jakobs
01:33:52 – Chip Rout Deepens on China Competition
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“I’m losing faith in them because they do lie and do, they do misrepresent,” President Donald Trump says during the meeting at the Camp David presidential retreat in Maryland.
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Here’s a look at how the Asia tech selloff unfolded following investor jitters over circular deals by Nvidia and other firms, as well as a report of a Chinese state-backed company mass producing key chipmaking machines.
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Gil Luria of DA Davidson says Microsoft will be the key company to watch during this earnings season and it all has to do with spending on artificial intelligence and capex. Microsoft and Meta Platforms both report after the bell on Wednesday. Luria speaks on “Bloomberg Surveillance.”
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The US and Iran extended their pause in hostilities for a fourth straight day, with the focus on talks between Tehran and Oman over restarting traffic in the Strait of Hormuz. Tyler Kendall reports on Bloomberg Television.
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