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Stocks Tumble As Valuation Concerns Hit AI Winners | Bloomberg: The Asia Trade, 11/5/25

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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 Tokyo and Singapore with Shery Ahn and Avril Hong, 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
00:03:52 – South Korea, Japan markets open
00:04:52 – NYC votes for the next mayor of capitalism’s capital
00:09:08 – VanEck’s Anna Wu unpacks market sentiment
00:15:55 – China International Import Expo begins in Shanghai
00:20:33 – BREAKING: South Korea’s KOSPI drops amid global AI valuation fears
00:25:40 – Nintendo stock jumps on earnings beat, Switch 2 outlook
00:31:36 – Toyota, Honda & Nissan earnings on deck
00:33:38 – Chinese EV-maker Seres set for Hong Kong trading debut
00:39:17 – COP30 President says US will be represented by businesses at summit
00:41:48 – COP30 to begin with emission commitments short of goals
00:45:54 – New York mayor’s race sees highest turnout in decades
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Warsh Makes Big Promises at Jackson Hole, Experts React

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Bloomberg’s Tom Keene, Lisa Abramowicz, and Michael McKee spoke with a number of financial experts on the sidelines of the Jackson Hole Economic Symposium in Wyoming on Friday, where they broke down the speech from Federal Reserve Chairman Kevin Warsh. In his first appearance as chair from the annual gathering, Warsh said if inflation doesn’t meaningfully slow down, policymakers have “work to do.”
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Anthropic’s Mega-IPO Plan Looms Over Packed US Listing Calendar

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Anthropic PBC’s IPO is casting a long shadow over companies’ US listing plans, as they try to find room for their deals to grab attention after the Sept. 7 Labor Day holiday.

The Claude developer is preparing to file publicly for an initial public offering that’s expected to raise as much as SpaceX’s record $86.2 billion debut, if not more, in the coming weeks. Some firms and their backers are finding it hard to get the attention of long-term-oriented investors and sovereign wealth funds when the prospect of an Anthropic IPO is imminent, according to people familiar with the preparations.

For a closer look, we speak with Bailey Lipschultz, Senior Equities Reporter for Bloomberg News.
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Trump Vs. Canada: White House Prepares Next Move as Trade War Spirals

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The Trump administration is discussing additional trade penalties against Canada after Prime Minister Mark Carney unveiled dollar-for-dollar retaliation to new tariffs imposed by the US. The threat underscores the prospect of a spiraling trade war between the two nations. Bloomberg’s Jill Disis breaks down the situation.
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The Deal: Why Everyone’s Watching Vanderbilt

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What does it take to fit in as a coach at Vanderbilt University? On this week’s episode of The Deal, Alex Rodriguez and Jason Kelly sit down with Candice Storey Lee, the the athletics director there, to find out what she looks for when interviewing candidates. Tune in wherever you get your podcasts
——–
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Has Record-High US Debt Changed the Bond Market Equation? | Presented by CME Group

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The US national debt has crossed $40 trillion just as rising long-term rates drive record debt-servicing costs. With recent Treasury measures failing to produce a lasting decline in yields, is the bond market signaling that the equation has fundamentally changed? Presented by @cmegroup

https://www.cmegroup.com/openmarkets/quicktake-by-bloomberg.html?utm_source=youtube&utm_medium=paid_social&utm_campaign=quicktake_evergreen&utm_content=more_insight

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