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Mark Mobius on Gold: ‘Buy Now and Continue to Buy’

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AI Boom Fuels Stock Surge; US Proposes New Tariffs | The China Show 6/3/2026

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

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:03:46 – Marvell soars after Huang’s $1T stock call at Computex
00:09:49 – HSBC Asset Management’s Joe Little on AI-driven stock rally
00:14:46 – HSBC Asset Management’s Joe Little on market outlook
00:22:52 – China, HK markets open Monday
00:28:35 – Arete Research’s Shawn Yang on out Chinese tech stocks
00:39:11 – SpaceX seeks $75B in IPO at $135/share: Reuters
00:50:12 – Exclusive with Baidu CFO Haijian He
01:01:35 – What’s moving Asia markets today
01:06:10 – Exclusive: Arm CEO says may hit $15B AI chip revenue goal early
01:11:09 – SpaceX seeks $75B in IPO at $135/share: Reuters
01:16:14 – Exclusive: Delta Electronics says power supply becoming key bottleneck for AI growth
01:19:09 – Kneron speaks to Bloomberg at Computex in Taipei
01:27:17 – Breaking: US proposes broad tariffs of at least 10%, citing forced labor
——–
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Iran War: Trump, Netanyahu Diverge on Lebanon Call | Daybreak Europe 06/02/2026

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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.

President Donald Trump and Israeli Prime Minister Benjamin Netanyahu offered differing accounts of a call about the fighting in Lebanon, as the US struggled to get efforts toward an Iran peace deal back on track.

Google parent Alphabet is raising $80 billion through a package of equity offerings, including an investment deal with Berkshire Hathaway, as the company races to fund its ambitious artificial intelligence spending plans.

And Anthropic pulled ahead of OpenAI with its confidential IPO filing Monday, as the free-spending artificial intelligence startups battle for a fundraising edge that’s set to determine who will win the ultimate battle for computing power.

Today’s guests: Anna Macdonald, Hargreaves Lansdown, Investment Strategy Director; Rene Haas, Arm CEO.

Chapters:
00:00:00 – Daybreak Europe
00:04:24 – Stocks Erase Losses to Hold Near Record, Oil Slips
00:08:18 – Anthropic’s First-Mover IPO Edge Set to Widen Lead Over OpenAI
00:10:43 – Global Stocks Lower as AI Rally Stalls
00:16:39 – Anna Macdonald, Hargreaves Lansdown Investment Strategy Director
00:21:31 – Vucic: China’s Investments Important to Serbia
00:24:46 – Kremlin Split on Russia War Spending
00:27:15 – Rene Haas, Arm CEO
00:40:02 – New Mandelson Files Reveal Rifts in Starmer’s Government
00:43:51 – Mandelson Refused to Hand Over Personal Phone to UK Probe
——–
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China Tech Earnings Hit by AI Spending | The China Show 5/29/2026

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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 – Bloomberg: The China Show opens
00:04:05 – US, Iran agree to 60-day truce, pending Trump signoff
00:06:55 – Nvidia server maker Wiwynn sees AI bottlenecks beyond memory
00:10:47 – Boston Dynamics’ Brendan Schulman on outlook for robotics sector
00:21:50 – Breaking: SpaceX is said to lower IPO valuation target to at least $1.8T
00:28:51 – DWS’ Ivy Ng on markets outlook
00:37:20 – Jefferies’ Cui Cui on China biotech sector
00:49:32 – What’s moving Asian markets today
00:52:54 – China tech earnings expose tough AI reality
00:57:05 – Oil prices drop on hopes US-Iran deal
00:59:20 – Peking University’s Wang Dong on geopolitics ahead of Shangri-La Dialogue
01:12:28 – Mitsui CEO on energy risks, alternatives
01:18:04 – BYD debuts China’s most ‘advanced’ EV chip
01:23:25 – HK Tourism Sec. Rosanna Law says on track to meet or exceed 2026 visitor target
——–
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Gen Z Swaps Bars for Barbells

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As young people increasingly turn away from drinking alcohol, they’re spending more on gym memberships and classes: 30% more than just a year ago, according to market intelligence firm Mintel. These sweaty spaces are beginning to replace bars as places to meet friends and grow relationships. Bloomberg Pursuits Journalist Sarah Rappaport joined Lisa Mateo on Bloomberg This Weekend to discuss.
——–
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Asian Markets Weigh Iran Risk, AI Rally | The Asia Trade 6/2/2026

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“Bloomberg: The Asia Trade” brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Sydney with Haidi Stroud-Watts and Paul Allen, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets.

Chapters:
00:00:00 – Bloomberg: The Asia Trade begins
00:02:31 – Nvidia rises after announcing PC chip
00:08:28 – Anthropic files for IPO
00:10:31 – Alphabet to raise $80B for AI spending
00:11:18 – Tech rally sees rotation into software, data centers
00:15:04 – Trump aims to calm Lebanon tensions
00:19:04 – MediaTek Senior VP Vince Hu on Nvidia partnership
00:24:48 – ABB Robotics’ Craig McDonnell on physical AI at Computex 2026
00:34:45 – Exclusive: S&P DJI CEO Cathy Clay at Japan ETF Conference
00:41:51 – Breaking: South Korea’s inflation accelerates
00:43:00 – Physical AI stocks rally in South Korea
00:47:19 – Markets open in Tokyo, Seoul and Sydney
00:50:54 – HSBC Private Bank & Premier Wealth’s Willem Sels on Asian markets
01:00:11 – Exclusive: Tokyo Stock Exchange CEO Ryusuke Yokoyama on IPO pipeline
01:08:52 – Investors weigh fresh doubts over US, Iran talks
01:12:20 – Korea’s market cap tops India as world’s 6th largest
01:13:20 – Breaking: Indonesia, Malaysia, Thailand publish PMI data
01:14:22 – Exclusive: State Street’s Anna Paglia at S&P DJI Japan ETF Conference
01:24:35 – Australia Ahead: Mercer Pacific’s Cynthia Cottrell on AI-driven job displacement
01:31:38 – Exclusive: Taiwan External Trade Development Council’s James Huang on AI era in Taiwan
——–
More on Bloomberg Television and Markets

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