The S&P 500 is poised to move closer to its first record high since August as bonds rally and lower oil prices help ease worries over inflation. OpenAI is said to be in talks with BlackRock and multiple investment funds from the UAE to help anchor a $30 billion financing round. Henrietta Pacquement of Allspring Global Investment discusses factors driving bonds higher.

Chapters:
00:00:00 – Bloomberg Brief
00:00:39 – Asian Markets
00:02:50 – Oil & Middle East Conflict Impact
00:03:12 – US Market Futures & Treasury Auctions
00:03:50 – Corporate Deals
00:05:20 – Global Market Drivers & AI Investment Boom
00:06:56 – Ray Dalio on US Debt Crisis & Treasury Risks
00:08:23 – Mega AI Capital Raises: OpenAI & DeepSeek
00:14:53 – Ray Dalio on Debt, Rates, and Economic Impact
00:19:09 – French Protests, Trump Ad Spending, Credit Default Risks
00:21:20 – European Gas Futures
00:23:10 – Pre-Market Movers: Option Care, Constellation Energy, Nike
00:25:03 – Fixed Income Deep Dive with Henrietta Pacquement
00:33:58 – Trump Executive Order on Red Dye Diesel & Debt Discussion
00:38:36 – Sovereign Funds & Energy Bottlenecks in the AI Race
00:42:19 – What to Watch Ahead: Fed Speakers & Jamie Dimon
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BlackRock CEO Larry Fink says delays in building data centers could raise computing costs and threaten economic growth as demand for artificial intelligence accelerates. “The faster we can build out more data centers, the more compute we have, the faster we can bring down the cost,” Fink tells Bloomberg’s Francine Lacqua on the sidelines of the Berlin Global Dialogue.
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Equities fell around the world after leaders of the biggest artificial-intelligence firms proposed slowing the technology’s development, while a jump in oil prices sapped risk sentiment further.

Tech stocks led declines as traders fretted that efforts to rein in the advance of cutting-edge AI could dent the boom driving hundreds of billions of dollars in capital expenditure. Nasdaq 100 futures sank 1.4%. OpenAI backer SoftBank Group Corp. slid the most in three months in Japan, while South Korea’s Kospi index slumped 3.3%. In Europe, the Stoxx 600 was little changed. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie.

Chapters:
00:00:00 – AI Slowdown Fears Hit Markets
00:04:28 – Oil Jumps on Middle East Tensions
00:06:37 – Fed, BOE and BOJ Decisions in Focus
00:11:19 – Saudi Pipeline Closure Pushes Oil Higher
00:14:51 – Central Banks, AI and the Market Outlook
00:24:48 – Margrethe Vestager on Europe’s AI Strategy
00:33:09 – Thoma Bravo on AI, Software and Private Equity
00:40:26 – Could an AI Slowdown Reshape Markets?
00:44:57 – Stocks to Watch: Chips, AstraZeneca and Carlsberg
00:46:17 – European Markets Open
00:50:54 – Investing Through the AI Uncertainty
00:59:42 – European Tech Stocks Sell Off
01:02:06 – AI Slowdown: What It Means for Tech
01:08:31 – UniCredit’s Commerzbank Takeover Push
01:15:33 – Alcon CEO on Trump’s Drug Pricing Push
01:23:44 – Swedish Election Results Too Close to Call
01:28:20 – France Targets €30 Billion in Budget Savings
01:31:21 – Fed, BOE and BOJ: What to Expect This Week
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Anthropic PBC could spend $750 billion on additional computing power in the coming years and it lost $80.7 billion in the first half of this year, according to the Wall Street Journal. The media outlet says it obtained a copy of the company’s S1 filing as it prepares to go public. Romaine Bostick and Jess Menton report.
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A global bond selloff intensifies amid growing concerns over inflation as oil prices climb. The British pound is on track for its worst week since 2024 against the dollar as UK Prime Minister Keir Starmer faces challengers for his position. A two-day meeting between President Trump and President Xi comes to an end with both leaders touting stronger ties between the US and China. Kelsey Berro of JPMorgan Asset Management breaks down the selloff in government bonds. Nicholas Burns, former US Ambassador to China, discusses the Trump-Xi summit.

Chapters:
00:00:00 – Bloomberg Brief
00:00:43 – Global Market Check
00:03:24 – First Look Movers
00:11:15 – Trending on the Terminal
00:19:46 – Front Page News
00:24:14 – Kelsey Berro, JPMorgan Asset Management Income Portfolio Manager
00:31:10 – Trending on the Terminal
00:34:27 – Nicholas Burns, Former US Ambassador to China
00:44:31 – What to Watch
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