US equity futures fall after Alphabet’s plan to spend up to $205 billion this year revives concerns over the soaring cost of AI, while Tesla also boosts investment to accelerate its AI ambitions. Brent crude climbs towards $100 a barrel after Houthi militants attacked two Saudi Arabian oil tankers in the Red Sea. Stephanie Roth of Wolfe Research discusses her outlook for inflation amid rising oil supply risks.

Chapters:
00:00:00 – Bloomberg Brief Begins, Opening Headlines: AI Spending, Tesla & Oil Surge
00:00:50 – Global Market Check: Asia Markets Update with Winnie Hsu
00:02:03 – Oil Rally, European Markets & Bond Yields
00:04:16 – First Market Movers: Alphabet, Tesla & Casino Stocks
00:05:38 – Alphabet’s AI Spending Sparks Investor Concerns
00:08:03 – AI Cybersecurity & OpenAI Discussion
00:09:07 – Houthi Attacks Threaten Red Sea Shipping
00:12:26 – Trump Administration Targets Fed’s Michael Barr
00:14:45 – Trending on the Terminal: SK Hynix, BNP Paribas & UniCredit
00:16:49 – Tesla’s First Cash Burn in Two Years
00:18:36 – Daimler Raises Outlook on Tariff Relief
00:19:50 – Front Page News Roundup
00:21:38 – Market Open Preview: AI Spending & Oil Risks
00:24:31 – Stephanie Roth, Wolfe Research Chief Economist, on Fed, Inflation, Oil
00:32:31 – Trending on the Terminal
00:34:45 – Iran Conflict & Red Sea Shipping Escalation
00:35:46 – Washington Update: Fed Investigation & Stock Trading Ban
00:37:27 – Alphabet AI Spending Deep Dive
00:40:14 – Intel Outlook & AI Infrastructure
00:41:58 – What’s Ahead Today: ECB Decision, Earnings & Market Preview
——–
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Canada and the EU are exploring an even deeper alliance — as US ties continue to fray under President Trump.

Andrea Palasciano explains why Canada’s relationship could become closer than the UK’s.
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Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.

Chapters:
00:00:00 – Insight with Haslinda Amin Begins
00:00:54 – Asian stocks have nowhere to hide from bond selloff
00:03:33 – AMP economist My Bui on bond selloff and inflation concerns
00:11:32 – SK Hynix, Samsung drop on DeepSeek threat to HBM, rate concerns (11B) State Bank of India Managing Director Ashwini Kumar Tewari on credit demand
00:17:12 – State Bank of India Managing Director Ashwini Kumar Tewari on credit demand
00:23:15 – Trump says US is leading China on AI
00:24:35 – Xi gears up for first India trip since 2019
00:25:07 – Observer Research Foundation’s Antara Ghosal Singh on China-India ties, upcoming BRICS Summit
00:33:36 – NSE downsizes India IPO amid growing valuation concern
00:37:18 – Emerging: Can Singapore still be a model for growth?
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The US producer price index for August rose 0.4% from the prior month and 5.4% from a year earlier. Initial jobless claims fell by 1,000 to 206,000 for the week ending September 5. Bloomberg’s Michael McKee reports.
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US stocks and Treasuries caught some respite as oil prices eased, with traders waiting for the August US inflation report for the clearest signal yet on whether the Federal Reserve will hike interest rates next week.

After surging yields and a rally in crude set the S&P 500 on course for its worst week since June, futures for the index rebounded 0.4%. Europe’s Stoxx 600 gained 0.2%. Brent dropped toward $105 a barrel, while still on track for a nearly 10% jump since Monday. Treasury yields fell, led by the short end.

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, Guy Johnson and Tom Mackenzie.

Chapters:
00:00:00 – The Opening Trade
00:00:25 – Market Check
00:01:46 – Bond Selloff Accelerates
00:06:10 – Energy Prices Surge
00:08:47 – OpenAI Mulls AI Slowdown
00:11:26 – US Marks 9/11
00:14:37 – Houthis Advance Near Al-Mandeb Strait
00:27:06 – ECB’s Hawkish Hike
00:38:22 – UAE Foreign Trade Minister
00:47:51 – Stocks to Watch: Tech, Insurers, Novo Nordisk
00:53:50 – Applied Nutrition Stock
01:04:14 – OpenAI Said to Slow Down AI Development
01:08:57 – Fed Rate-Hike Odds
01:11:25 – Trump at the Irish Open
——–
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