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China Tech Stocks Defy Asia Selloff | The China Show 6/2/2026

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2 months ago

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“Bloomberg: The China Show is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, David Ingles gives global investors unique insight, delivering in-depth discussions with the newsmakers who matter.”

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:03:25 – Traders eye rotation into software, data center themes
00:06:27 – Anthropic files for IPO in race with OpenAI
00:11:40 – Nvidia takes on Intel and AMD with new AI chip
00:15:17 – Breaking: Trump cuts tariffs on agricultural equipment to 15% from 25%
00:16:18 – Citigroup Global Markets Asia’s Alicia Yap on Meituan
00:23:14 – China, HK markets open Monday
00:25:44 – Citigroup Global Markets Asia’s Alicia Yap on why she’s bullish on MiniMax
00:29:22 – Bank of Singapore’s Louisa Fok on appetite for AI plays
00:36:51 – Several Chinese labs with military ties seek access to Nvidia AI chips
00:48:47 – What’s moving Asia markets today
00:51:23 – Alert: Tencent moves closer to launching AI agent for WeChat: FT
00:54:56 – Soft China economic data puts pressure on bonds
00:57:01 – Carnegie Endowment for International Peace’s Matt Sheehan on why China is worried about AI and jobs
00:57:21 – Nvidia’s Huang calls AI jobs concerns “nonsense”
01:12:10 – HSBC’s Linda Shu on China’s biotech sector outlook
01:19:24 – Exclusive: Nvidia to partner with MediaTek, Dell and Lenovo
01:24:17 – Boston Consulting Group’s Tjun Tang on their latest Global Wealth Report
01:29:56 – Short-seller Andrew Left found guilty of securities fraud
——–
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Oil Slides as Tensions Ease With US-Iran Fighting Paused

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12 minutes ago

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August 1, 2026

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A pause in attacks for a third straight day between the US and Iran helped to push down oil prices and boost global stock and bond markets following two weeks of clashes. Tyler Kendall reports on Bloomberg Television.
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Mamdani should be arrested: Israeli ambassador to the UN #shorts #mamdani #netanyahu #israel #nyc

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2 hours ago

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August 1, 2026

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Ambassador Danny Danon, Israeli ambassador to the UN, tells Kailey Leinz and Joe Mathieu that New York Mayor Zohran Mamdani “should be arrested,” without specifying on what charges. He responds to Mamdani conceding that his city doesn’t have the ability to arrest Israeli Prime Minister Benjamin Netanyahu bloom.bg/4wAUeIt

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Odd Lots: Branko Milanović Explains a New Class of “Folksy Elites”

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6 hours ago

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August 1, 2026

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As economic globalism falls out of favor, what comes next?

Economist Branko Milanović joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to unpack this new era, which he calls “national market liberalism,” and how a new class of “folksy elites” differs from the social elites of the past.
——–
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Microsoft Capex Will Be Very High Next Year, RBC’s Jaluria Says

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7 hours ago

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August 1, 2026

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Rishi Jaluria, RBC Capital Markets managing director, software equity research, calls Microsoft’s fourth-quarter earnings report “fantastic” and expects very high growth in capital expenditures next year. He speaks on “Bloomberg The Close.”
——–
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Pence on Lindsey Graham’s legacy and support of Ukraine #shorts #politics #lindseygraham #ukraine

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8 hours ago

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August 1, 2026

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Former Vice President Mike Pence reflects on the life and foreign-policy legacy of Senator Lindsey Graham, telling Joe Mathieu and Kailey Leinz that the greatest tribute to Graham would be for the Senate to advance tough new sanctions on Russia and “marshal the West again” in support of Ukraine https://bloom.bg/4yHYJSV

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