Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, …

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This week, outgoing Atlanta Fed President Raphael Bostic says it’s ‘paramount’ to get inflation back to 2%. And, gold prices have …

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It’s been a bruising week for tech with a $1 trillion software selloff and sharp falls in big tech despite solid revenue growth. Huge capex spending has been the big concern, and this week’s spending announcements have done nothing to allay those fears. This week alone, four of the biggest US tech companies forecast combined spending for the year of around $650 billion. $200 billion of that is by Amazon alone, leading to its shares tumbling.

Today’s guests: Isabelle Mateos y Lago, BNP Paribas, Group Chief Economist; Luis Costa, Citi, Global Head of EM Strategy; Lindsay Newman, King’s College London, Visiting Research Fellow

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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.

Chapters:
00:00:00 – The Pulse with Francine Lacqua
00:00:25 – Big tech to spend $650B this year to win the AI race
00:02:44 – Anthropic unveils new Claude Opus 4.6 model
00:04:16 – Market roundtable: BNP’s Isabelle Mateos y Lago & Citi’s Luis Costa
00:18:00 – Japan to hold snap election Sunday
00:21:38 – Bitcoin bounces neat $60,000 after 50% retreat
00:23:33 – Friday headlines
00:24:00 – Iran signals no quick solution ahead of US talks
00:27:26 – Lindsay Newman, King’s College London Visiting Research Fellow
00:34:45 – BOE’s Bailey sees scope for further easing
00:37:57 – Thailand election just one hurdle to growth
00:40:33 – Trillion-dollar tech wipe out
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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.

On today’s show, President Donald Trump reiterated that the US and Iran are maintaining diplomatic talks, even after an earlier skirmish in the Arabian Sea spooked oil markets amid heightened tensions between the two countries.

A new AI automation tool from Anthropic has sparked a $285 billion selloff in stocks. Traders are dumping software shares on fears about the destruction AI could cause.

Novo Nordisk shocked investors by forecasting a steep decline in sales this year, a sign of how intensifying price wars in obesity drugs and the Trump administration’s pressure on pharmaceutical prices will hit the company’s results. Meanwhile, UBS announced a $3 billion buyback for 2026, with the potential to buy more, after posting a $1.2 billion quarterly profit that exceeded expectations.

Today’s guests: WisdomTree Macroeconomic Research Director Aneeka Gupta, Infineon CFO Sven Schneider & Equinor CFO Torgrim Reitan

Chapters:
00:00:00 – Daybreak Europe – 2/4/2026
00:05:15 – Anthropic AI Tool Sparks Stocks Selloff
00:09:13 – Asia Stocks Trim Losses After US Selloff
00:11:42 – Bitcoin Hits Lowest Price Since Trump Inauguration
00:14:11 – Traders Dump Software Stocks As AI Fears Erupt
00:20:35 – Novo Plunges On Steep Sales Warning
00:22:39 – Other Top Stories: Santander / Anthropic / Super Micro
00:26:37 – Equinor CFO Torgrim Reitan
00:34:22 – Infineon CFO Sven Schneider
00:39:19 – Other Top Stories: US-Iran Tensions / US Shutdown Ends / Mandelson Probe
00:41:30 – Software Plunges on AI Concerns | Chart Talk
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More on Bloomberg Television and Markets

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The Reserve Bank of India kept its key rate unchanged at 5.25%, signaling confidence in the country’s economic outlook after the …

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