EU foreign policy chief Kaja Kallas tells Bloomberg This Weekend that Russia is escalating its war in Ukraine and is not serious about peace, criticizing Russian Foreign Minister Sergei Lavrov’s statements at the G20 foreign ministers’ meeting in Atlanta and warning against normalizing Moscow on the international stage. Speaking with host David Gura, Kallas also calls for a diplomatic solution to tensions with Iran and discusses efforts to deepen the EU’s relationship with Canada through greater cooperation on trade, energy and defense.
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Anna Edwards, 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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A global rally in technology shares this week stalled after disappointing earnings from Alphabet and Samsung revived doubts over whether billions of dollars in AI spending will deliver sufficient returns. Bloomberg’s Anthony Stephens reports.
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The two neighbors weather the same storms, heat waves and cold snaps and live so close that each could probably spot the other’s house if they knew where to look. Michelle Ma and Nadja Popovich report on why prices are rising much faster at investor-owned utilities than at municipal ones.
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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.

Chapters:
00:00 Middle East Escalation, AI Earnings & Fed Outlook — Bloomberg Surveillance
03:22 Chip Selloff, Tech Upgrade & Market Rotation — Lori Calvasina, RBC Capital Markets
20:14 Weak MOU, Strait of Hormuz & Iran Escalation — Steven Cook, Council on Foreign Relations
34:09 Alphabet Earnings, AI Monetization & Gemini — Sarah Kunst, Cleo Capital
41:59 AI Debt Boom, Hyperscalers & Credit Markets — Kay Herr, JPMorgan Asset Management
51:59 China AI Shock, Cheap Compute & Market Risks — Peter Tchir, Academy Securities
01:06:23 Iran War, Congress & Trump Strategy — Henrietta Treyz, Veda Partners
01:18:03 AI Spending, Google Earnings & Cloud Demand — Ron Josey, Citi
01:25:10 Andy Burnham Takes Office — Lizzy Burden, Bloomberg
01:31:29 Andy Burnham’s First Speech as UK Prime Minister
01:44:42 Global Risks, Oil Markets & Investing — Mike Pyle, BlackRock
01:57:12 Google Cloud, Gemini & AI Returns — Colin Sebastian, Baird
02:13:27 Fed on Hold, Inflation & Interest Rates — Gregory Daco, EY-Parthenon
02:22:37 AI Rotation, Market Positioning & Tech Risks — Ozan Tarman, Deutsche Bank
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Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV.

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