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, Commerzbank says a strategy developed together with UniCredit could be beneficial for investors, extending an olive branch to the Italian rival that’s set to take control of it. The comments came as the German lender announced a €1.2 billion share buyback, after second quarter net income beat estimates.

Siemens has raised its earnings expectations for a second time this year on a surge in data center spending and higher returns from selling software to industry.

Global stocks slipped from record highs, as disappointing guidance from US memory makers Sandisk and Western Digital weighed on sentiment.

And Iran says it has reached an agreement with Oman on a proposed shipping route through the Strait of Hormuz.

Today’s guest: Bettina Orlopp, Commerzbank CEO & Roland Busch, Siemens CEO

Chapters:
00:00:00 – Daybreak Europe 8/6/2026
00:03:58 – Asia Market Check
00:06:23 – Memory Makers’ Guidance Disappoints
00:09:21 – Iran Says Hormuz Agreement Reached with Oman
00:13:27 – SoftBank 1Q Earnings To Test AI Bet Beyond ChatGPT
00:17:23 – Major Hedge Funds Said to Be Targeted In Cyberattacks | Bloomberg Scoop
00:19:41 – Headlines: Commerzbank, Situational Awareness, Meta
00:23:55 – Chips Leave Investors Hungry
00:26:56 – SpaceX’s $101B Unlock Heaps Pressure On Shares
00:31:23 – Zurich and Swiss Re Report
00:33:40 – Commerzebank CEO Bettina Orlopp
00:41:54 – Siemens CEO Roland Busch
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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today’s guests are Scotiabank Managing Director, Global Head of Financing Sales Mithra Warrier, Independent Media Analyst Evan Shapiro, Jefferies Senior Aerospace & Defense Equity Research Analyst Sheila Kahyaoglu, PsiQuantum CEO Victor Peng, Barclays Head of Equity Research, US Biopharmaceuticals Emily Field, GenTrust Senior Client Advisor, Head of NY Office Mimi Duff, Bernstein Managing Director & Senior Analyst Mark Newman, Counterpoint Research Director MS Hwang, MNTN CEO Mark Douglas, BNY Global Head of Asset Servicing Business Emily Portney, & Ridgepost Capital CEO Luke Sarsfield.
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US President Donald Trump is pushing Iran to reach a deal with Oman on the Strait of Hormuz as soon as Tuesday, or face devastating air strikes. There’s little sign of progress in talks between Oman and Iran as Tehran continues to take a hard line on the waterway. Bloomberg’s Abeer Abu Omar breaks down the situation.
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Pimco President Christian Stracke says the financing of digital infrastructure is only in the early innings. Speaking on “Bloomberg Open Interest,” Stracke also discusses the risks in the lending market, the private credit “confidence gap” and where he sees financing opportunities in the current environment.
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Former Federal Reserve Vice Chairman Richard Clarida, and now a global economic adviser for Pimco, talks to Tom Keene and Scarlet Fu on”Bloomberg Money”. Clarida endorsed the view that the US has a so-called K-shaped economy, with the divergence between its two branches widening over the past six to seven years.
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