AI demand is surging, but will massive spending pay off? JPMorgan Asset Management’s Gabriela Santos discusses free cash flow, quality, and the shift from building AI infrastructure to adopting it—and what that could mean for market winners, earnings and bonds.
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US job openings jumped 333,000 to 7.52 million from a revised 7.19 million in August while factory orders and durable goods orders also rose. Michael McKee reports on “Bloomberg Open Interest.”
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Progressive Democrat Sherrod Brown reclaimed a seat in the US Senate, defeating incumbent Ohio Republican Senator Jon Husted, according to CNN projections. Brown was swept out of office two years ago. Vice President JD Vance is from Ohio.
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“Bloomberg: The Asia Trade” brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Sydney with Shery Ahn and Haidi Stroud-Watts, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets.

Chapters:
00:00:00 – Bloomberg: The Asia Trade begins
00:02:49 – Tech rout puts markets on volatility watch
00:08:37 – Iran braces for renewed US-Israeli strikes
00:13:06 – Kioxia warns flash memory prices stalling after 3Q guidance miss
00:15:56 – Foxconn Chairman Young Liu on AI demand, spending
00:19:44 – Westpac profit slips 1% to $4.8B, misses est.
00:26:01 – Goldman Sachs’ Bruce Kirk on Japan equity strategy
00:34:09 – JAPAN AHEAD: NTT’s Mihoko Matsubara on Japan’s cyberattack surge
00:44:47 – WCE Summit: Female voices of impact and innovation
00:47:20 – Markets open in Japan, South Korea
00:51:45 – US midterms put Asia’s AI trade on watch
00:56:19 – Trump: May become ‘Mr. Veto’ if Democrats win midterms
01:00:19 – EXCLUSIVE: UBS Global Wealth Management’s Amy Lo on business outlook, investing in Asia
01:13:22 – BREAKING: S&P Global releases Oct. factory activity gauges
01:14:20 – EXCLUSIVE: Capital Group’s Vice Chair Jody Jonsson on Asia strategy, FSRA license in Abu Dhabi
01:22:20 – China to convene meeting on supporting stock market: Reports
01:24:32 – Bloomberg Intelligence: China to lead 8 of 17 strategic technologies by 2030
01:29:06 – Foxconn Chairman Young Liu on partnership with OpenAI
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Texas turns blue for the Democrats. James Talarico won the US Senate race defeating Republican Ken Paxton, an ally of President Donald Trump. Democrats also won the governor’s office and other down-ballot slots. Talarico told supporters they were always the underdogs.
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