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, oil is on track for its biggest weekly gain since the first week of the war, as Iran keeps the Strait of Hormuz closed, and US forces board a supertanker carrying Iranian crude.

Shares in Intel soared 20% in extended trading powered by a blockbuster sales forecast that smashed estimates. Meanwhile, Bloomberg learns that Meta and Microsoft are planning as many as 23,000 job cuts to fund their AI plans. SAP shares are set to get a boost from its better than expected 1Q results.

And the European Union has opened the door for Ukraine to join the bloc, with an EU official telling Bloomberg that leaders have agreed the first accession negotiations could start in the coming weeks and months.

Today’s guest: Emma Wall, Hargreaves Lansdown, Chief Investment Strategist.

Chapters:
00:00:00 – Daybreak Europe
00:01:39 – Oil Gains on Iran Stalemate, Tech Stocks Advance
00:04:08 – DeepSeek Unveils Flagship AI Model a Year After Breakthrough
00:07:30 – Trump’s Messaging Blitz Divides Advisers as Iran Talks Waver
00:12:47 – SAP Reports Cloud Growth That Beats Estimates in AI Push
00:15:20 – EU Opens Door to Ukraine Membership Talks
00:19:29 – US-Iran Tensions Build Over Hormuz as Peace Talks Stall
00:21:46 – BOJ, FED, ECB Decisions Next Week
00:30:10 – Collapsing Volatility Turbocharges Returns Across Carry Trades
00:34:42 – Emma Wall, Hargreaves Lansdown, Chief Investment Strategist
00:39:36 – Heart of Auto Industry
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“Balance of Power: Late Edition” focuses on the intersection of politics and global business. On today’s show, Representative Madeleine Dean (D-PA) criticizes the Trump Administration’s stability following the announcement that Labor Secretary Lori Chavez-DeRemer will be leaving. Jane Harman, former Democratic congresswoman from California who served as Ranking Member of the House Intelligence Committee, says the US is sending “mixed messages” ahead of Iran talks by sending Vice President JD Vance to negotiate again.

Chapters:
00:00:00 – Balance of Power: Late Edition Begins
00:00:42 – Kate Sullivan on Trump Aims to Seal Iran Deal, Says Truce Extension Unlikely, Labor Secretary Lori Chavez-DeRemer to Leave
00:03:56 – Rep. Madeleine Dean (D-PA) Shares Reaction to Labor Secretary Chavez-DeRemer Out, Kash Patel Latest, Iran Ceasefire & Strait of Hormuz Strategy
00:14:33 – Ed Ludlow on Apple Announcing John Ternus to Become Apple CEO in September, What Does This Mean For Relationship With Trump White House
00:19:31 – Panel Reaction to Labor Secretary to Depart Trump Administration, What to Expect From Kevin Warsh Hearing Tuesday
00:24:24 – Lyndsay Howard on VP Vance to Visit Islamabad For Ceasefire Talks
00:27:36 – Jane Harman, Fmr. US Representative of California (D), on Iran Talks & FISA Risks
00:35:49 – Political Panel React to Trump Cabinet Shakeups, Kash Patel & Pete Hegseth, Gasoline Prices, New Iran Deal Deadline
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A small group of unauthorized users have accessed Anthropic PBC’s new Mythos AI model, a technology that the company says is so powerful it can enable dangerous cyberattacks, according to a person familiar with the matter and documentation viewed by Bloomberg News. Michael Shepard has more on “Balance of Power: Evening Edition.”
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“Balance of Power: Late Edition” focuses on the intersection of politics and global business. On today’s show, Senator Bill Hagerty (R-TN) says President Trump “has all the cards” in Iran negotiations and warns Tehran’s oil storage constraints could become a near-term breaking point. Representative Raja Krishnamoorthi (D-IL) calls the conflict with Iran a “colossal disaster,” warning Tehran now has a “chokehold” on global energy via the Strait of Hormuz. John Bolton, former US National Security Advisor and former US Ambassador to the United Nations, argues the US should take the time necessary to overthrow the regime in Iran.

Chapters:
00:00:00 – Balance of Power: Late Edition Begins
00:01:48 – Pres. Trump Presser on the Strait of Hormuz
00:04:34 – Sen. Bill Hagerty (R-TN) on Iran, Budget Talks, Kevin Warsh
00:15:17 – Power Moves: Top Financial Stories of the Day
00:18:42 – Rep. Raja Krishnamoorthi (D-IL) on Iran War, Rising Gas Prices, Economic Impact
00:27:05 – The Debrief: DOJ Reclassifies Medical Marijuana as Less Dangerous
00:31:31 – John Bolton, Frm. US Amb. to UN, Talks on Trump Israel & Lebanon Ceasefire Extension
00:41:02 – Power Brief: Top News Stories Watching Tonight
00:43:29 – Political Panel Reacts to Iran Latest, Pentagon Shakeup, Trump’s Redistricting Battle
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Higher fuel prices due to the war in Iran are weighing on American Airlines. The carrier lowered its full-year earnings target even after beating on earnings for the quarter. Bloomberg’s Siddharth Phillip reports.
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