One of XBOX CEO Asha Sharma’s first moves was to “kill” Microsoft’s AI tool Copilot for gaming. She tells Emily Chang why she made that decision at #BloombergTech in San Francisco https://bloom.bg/4frZx7g

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Aug.05 — U.S. Treasury Secretary Steven Mnuchin has formally determined that China is a currency manipulator. This is latest dramatic twist in the long-running trade standoff. The decision is likely to send markets into deeper chaos. Bloomberg’s Joe Sobczyk and Tom Mackenzie report on “Bloomberg Daybreak: Asia.”

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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, the US carried out a new round of strikes in Iran and revoked a waiver allowing new sales of its oil. Iran says it hit an airbase in Kuwait and the Fifth Fleet naval base in Bahrain. Oil advanced, while bonds and stocks retreated after the flare-up in tensions.

The head of NATO says it’s crucial that the US forcefully reacts when Iran violates the ceasefire. Mark Rutte was speaking as he arrived for the second day of the NATO summit in Turkey. US President Donald Trump will meet Ukraine’s President Volodymyr Zelenskyy today.

And the French far-right leader Marine Le Pen says she will stand in the 2027 presidential election after an appeals court shortened her election ban for embezzling EU funds.

Today’s guest: Camille de Courcel, BNP Paribas, Head of DM Rates Strategy and Economics, Europe.

Chapters:
00:00:00 – Daybreak Europe
00:03:05 – US Strikes Iran After Hormuz Shipping Attacks
00:08:16 – What the Escalation Means for US-Iran Talks
00:10:10 – Oil Prices Jump After Sanctions Reinstated
00:14:57 – Strait of Hormuz Shipping Risks
00:19:12 – NATO Summit: Iran Takes Center Stage
00:21:20 – Farage Quits as UK MP to Seek New Mandate
00:24:33 – NATO, Ukraine & European Defense Spending
00:27:35 – Camille de Courcel, BNP Paribas, Head of DM Rates Strategy and Economics, Europe
00:31:19 – Markets Reset as Geopolitical Risks Return
00:34:36 – Marine Le Pen Cleared for 2027 Presidential Race
00:43:11 – Microsoft AI, Samsung & Amazon Updates
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Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” It’s a  pivotal week for the AI trade: SpaceX joins the Nasdaq 100, Samsung reports earnings, and SK Hynix eyes a US debut. Plus, President Trump rings the opening bell for Trump Accounts, Xbox cuts 3,200 jobs, and we talk about Wall Street’s next big sports play.

Chapters:
00:00:00 – Open Interest
00:01:36 – Chip Supply Crunch, Broadcom-Apple & SK Hynix IPO
00:03:46 – Fed Minutes, Inflation & Kevin Warsh’s Fed
00:07:27 – NATO Summit, Ukraine & Defense Spending
00:12:24 – High Interest | Global Headlines, AI Infrastructure IPOs & Alibaba Court Win
00:13:31 – Alibaba, China Tech & U.S. Policy Risks
00:16:43 – Top Calls | RBC Raises S&P 500 Target to 8150
00:17:14 – Lori Calvasina RBC Capital Markets | AI Valuations, Semiconductors & Market Outlook
00:40:43 – Microsoft Layoffs, Xbox Reset & AI Spending
00:44:46 – Lockheed Martin’s $3.5B Defense Acquisition
00:48:09 – ISM Data, Inflation & Economic Outlook
00:50:28 – Nancy Tengler Laffer Tengler | Fed Path, Inflation, AI & Top Investment Themes
01:01:08 – World Cup Controversy | Trump, FIFA & Balogun Red Card Reversal
01:09:49 – Matt Zimmer, William Blair & Rob Tilliss, Inner Circle Sports | William Blair Acquires Inner Circle Sports
01:22:03 – Trump Briefing | FIFA Call, Iran, NATO & Foreign Policy
01:26:35 – Aluminum, Oil & China Supply Trends
01:29:44 – Week Ahead: SpaceX in Nasdaq 100, FOMC Minutes & SK Hynix Debut
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On today’s Big Take Asia podcast, Uniqlo founder Tadashi Yanai takes Bloomberg’s Reed Stevenson to a store in Tokyo and explains why he’s betting big on America one more time.
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