Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from Brussels, 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.

Global stocks advanced as Anthropic’s filing for an initial public offering renewed optimism over the artificial intelligence trade following recent strains.

HSBC shares slumped in Hong Kong after the bank posted earnings that fell short of estimates in the third quarter and kept its outlook for the rest of year unchanged.

And Israel is holding its first election since the 2023 Hamas attack, a vote many consider to be the country’s most consequential in decades.

Today guest: Verena Ross, European Securities and Markets Authority Chair.

Chapters:
00:00:00 – Daybreak Europe
00:00:48 – Anthropic’s IPO Sets Up Defining Moment for Wall Street, AI Boom
00:05:59 – Anthropic Files for IPO in Global Race to Raise Cash for AI
00:15:35 – Israelis Go to Polls in Tight Race to Decide Netanyahu’s Fate
00:16:13 – Iran Divides Netanyahu and Challenger Eisenkot Before Vote
00:19:27 – Novartis Raises Outlook on Growth of New Medicines
00:25:49 – French Bonds Rally, Risk Premium Falls
00:29:15 – Verena Ross, European Securities and Markets Authority Chair
00:34:44 – HSBC Shares Slide More Than 6% After Quarterly Profit Misses
00:37:03 – Iran Diplomacy Picks Up
00:42:21 – Anthropic Files for IPO in Global Race to Raise Cash for AI
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Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Scarlet Fu, Kristine Aquino, Carol Massar and Tim Stenovec.
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“Balance of Power” focuses on the intersection of politics and global business. On today’s show, Gen. Ben Hodges (Ret.) says restrictions on Starlink service have dealt a significant blow to Ukraine’s counter-drone capabilities and disrupted an early-warning system for incoming ballistic missiles. Carlos Gutierrez, former Commerce Secretary and CEO of Kellogg and author of Sheer Will, says trade under the Trump administration has become all-encompassing and can be used as part of geopolitical and political negotiations beyond trade itself.

Chapters:

00:02:00 Bloomberg’s Jeff Mason on Trump Says He Ordered DOJ Lawsuit Over Alaska Senate Race
00:04:39 Bloomberg’s Anna Edgerton on Alaska Senate Race and Election Lawsuit
00:07:05 Bloomberg Intelligence’s Mike McGlone on Oil Prices Surge on Middle East Tensions
00:10:08 Gen. Ben Hodges (Ret.) on Ukraine, Starlink Restrictions and Elon Musk
00:14:22 Gen. Ben Hodges (Ret.) on Ukraine Civilian Evacuations and the First Lady
00:15:50 Gen. Ben Hodges (Ret.) on Expectations of Renewed US-Israel Strikes on Iran
00:19:44 Bloomberg Mark Niquette on Ohio Governor’s Race Turns Personal
00:21:26 Bloomberg’s David Welch on Obama, Trump Stump for Senate Candidates in Michigan
00:25:10 Carlos Gutierrez, Former Commerce Secretary and CEO of Kellogg and Author of Sheer Will, on Tariffs, Canada and Trade
00:27:50 Carlos Gutierrez on US Competitiveness, Inflation and the Future of Free Trade
00:30:07 Carlos Gutierrez on Government Intervention, Cuba and US Economic Policy
00:32:54 Carlos Gutierrez on the American Dream
00:33:43 Bloomberg’s Simone Iglesias on Brazil’s Closely Divided Presidential Runoff
00:37:22 Political Panel Reacts: Obama and Trump Hit the Midterm Campaign Trail, Ramaswamy’s Controversial Ohio Attack Ad, Alaska Election Lawsuit and DOJ Intervention
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Nscale, the AI cloud computing firm, is in talks to sell computing power to Anthropic in a deal that could be worth about $45 billion. Brody Ford, Bloomberg News Tech Reporter, has the details on the possible deal. Plus, Bloomberg News Senior Editor for Equities Eric Weiner previews tech earnings expected after the close, including Netflix. As out US Equities Reporter Carmen Reinecke reports, the media company needs blockbuster hits to reverse its $135B wipeout. Plus, Washington Correspondent Tyler Kendall helps examine the possible geopolitical fallout of President Trump’s rift with Ukrainian President Zelenskyy.

Chapters:
00:00:00 Bloomberg Businessweek Daily
00:02:01 Markets: Banks, Health Care & GM
00:04:00 Earnings Lift Stocks Ahead of Big Tech
00:08:07 AI Spending, Revenue & Investor Expectations
00:11:48 Salesforce Deal & AI Dealmaking
00:14:51 Nscale, Anthropic & the $45 Billion AI Deal
00:18:07 Markets Await SpaceX & Netflix Earnings
00:21:06 Netflix Earnings & Turnaround Pressure
00:25:12 AI Spending & the Hyperscalers
00:27:20 GM, GE & a High Bar for Earnings
00:29:27 Tech Earnings, CapEx & ROI
00:34:28 Trump, Zelenskyy & Ukraine
00:36:21 Iran Escalates Attacks in the Strait of Hormuz
00:38:56 Hegseth, Netanyahu & Israel’s Election
00:40:08 Trump’s Final Midterm Push
00:44:29 Stock Movers: GM, GE & Hasbro
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US stocks fell on Wednesday, with chipmakers leading declines after stronger than expected consumer price data raised concerns that the Federal Reserve may need to lift interest rates more aggressively than expected in coming months. Bank of America CEO Brian Moynihan joins to discuss the bank’s latest earnings. MWAG CEO Meredith Whitney examines the state of the US consumer. Mandeep Singh of Bloomberg Intelligence reacts to Anthropic’s pre-IPO investor day and the latest comments from Nvidia CEO Jensen Huang. Plus – Allspring’s Nate Miles shares the findings from the firm’s 2026 retirement study. All on the latest episode of Bloomberg Businessweek Daily.
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