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AI Disruption Fears Spark Selloff; Novo Nordisk, AMD Drops After Earnings | Bloomberg Brief 2/4/2026

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US equity futures take a breather from a global rout driven by stocks sensitive to potential disruption from Anthropic’s new automation tool. Investors await results from Alphabet and Qualcomm as AMD’s AI-fueled outlook disappoints. Shares of Novo Nordisk plunges as the drugmaker forecasts sales to fall as much 13% this year. Iran asks the US to move the scheduled diplomatic talks this week from Turkey to Oman and to limit the agenda to Tehran’s nuclear program. Stephanie Guild of Robinhood discusses the opportunities in software stocks amid the recent selloff.

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00:00:00 – Bloomberg Brief
00:01:56 – First Look Movers
00:14:16 – Trending on the Terminal
00:19:14 – Front Page News
00:22:58 – First Look Movers
00:24:01 – Stephanie Guild, Robinhood Head of Investment Strategy
00:30:22 – Trending on the Terminal
00:42:35 – What to Watch
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Strive Is Buying Bitcoin Hand-Over-Fist, CEO Says

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Strive Inc. Chief Executive Officer Matt Cole says this is a great time to buy Bitcoin as the price keeps falling. He says their Bitcoin holdings are up to 20,000 from 5,000 last fall. He speaks on “Bloomberg Crypto.”
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Micron Earnings Report Exceeds Expectations | Closing Bell

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Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec.
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#US far ahead of #China in #AI race: #ASML CEO

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ASML CEO Christophe Fouquet tells Tom Mackenzie the AI ecosystem in the US is “extremely strong,” explaining how regulation plays a role in advancing technology development


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China’s iron giant take aim at world’s top miners

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The first shipment from Simandou is set to sail from Guinea to China.
The move could shift power dynamics in the global iron ore market. William Clowes has more https://t.co/DJzllP8ccG

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Micron Earnings Inflate the AI Bubble: 3-Minutes MLIV

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Guy Johnson, Tom Mackenzie and Mark Cudmore break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”
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