Billionaire Ray Dalio warned that artificial intelligence is a “classic bubble” that is nearing a bursting point thanks to rising interest rates and the need to turn wealth into cash.

A rally in stocks came to a halt and global bonds fell as mounting attacks on tankers in the Middle East pushed oil prices higher. Futures for the S&P 500 stood pat after the index hit a record high in the previous session. Europe’s Stoxx 600 fell 0.6%, ending a three-day run of gains. SK Hynix fell nearly 3% in South Korea ahead of the expiry of a lockup on its American depositary receipts.

The Opening Trade has everything you need to know as markets open across Europe. With analysis you won’t find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie.

Chapters:
00:00:00 – The Opening Trade Begins: SpaceX, Oil and Bonds
00:01:35 – Tech Rally, Market Breadth and SpaceX’s $40 Billion Financing
00:04:45 – Strait of Hormuz Attacks Drive Oil and Shipping Costs Higher
00:06:43 – French Bond Selloff and ECB Intervention Risks
00:10:30 – SpaceX Seeks $40 Billion for Nvidia Chips
00:13:47 – Plurimi Wealth Chief Investment Officer Patrick Armstrong on Semiconductors and AI Spending, France, Europe and the US Debt Outlook
00:21:40 – Need to Know: Russia, Israel and HSBC Job Cuts
00:24:41 – European Bonds, French Protests and Fiscal Pressure
00:26:39 – Marine Le Pen’s Budget Plans Under Scrutiny
00:28:08 – UBS IB European Rates Strategy Head Reinout De Bock on French Debt, Italy and European Rates, Europe’s Energy Risks and ECB Policy
00:38:27 – Markets in 3 Minutes: Higher Yields and AI-Led Market Growth
00:42:03 – Stock to Watch: ABN Amro, HSBC and Orange
00:48:03 – European Trading Opens in the Red
00:50:42 – Bank of America US Equity & Quantitative Strategy Head Savita Subramanian on S&P 500 Breadth and Valuations, Why Bonds Are Becoming More Attractive
00:58:58 – European Stock Movers: Bridgepoint, Pennon and Porsche
01:01:14 – HSBC Job Cuts and AI’s Impact on Wealth Management
01:04:14 – Jamie Dimon on AI Investment and Rising Rates, AI Risks and Data Center Expansion
01:11:11 – European Stocks Fall as Bond Yields Rise
01:12:50 – Hormuz Attacks, HSBC Cuts and SpaceX Financing
01:14:00 – Hamilton Lane Co-CEO Erik Hirsch on AI Borrowing and Private Credit Risks, Private Credit, Defaults and Consumer Resilience
01:23:27 – Apollo on Financing the Data Center Buildout
01:25:32 – Iran Steps Up Attacks in the Strait of Hormuz
01:27:14 – Saudi Arabia, Yemen and U.S. Military Support
01:30:13 – French Bond Yields and the ECB Intervention Threshold, FOMC Minutes and the US Yield Curve
01:34:39 – What’s Ahead
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source

Watch Bloomberg on this Election Night as the polls start closing and the results of this historic election start coming in. A special edition of Bloomberg Surveillance will be up first. We’ll have guests from around the country and reporters to provide coverage of various market, policy and debt angles. We’ll also cover all the down ballot races and worldwide reaction. Among the guests tonight: Former Sen. Pat Toomey, Former US Treasury Secretary Lawrence Summers, Pimco’s Libby Cantrill. If Vice President Kamala Harris or former President Donald Trump speak, you’ll hear from them too.

#politics #trump #election #kamalaharris #polls

Get live results here:
https://tinyurl.com/588uvv22

Sign up for the Balance of Power newsletter for the latest political news, analysis, charts, and dispatches from around the globe. https://bloom.bg/3yEZvWd

More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTech
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@Bloomberg-News
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source

A growing armada of tankers is waiting in the Red Sea as Saudi Arabia ramps up efforts to bypass the Strait of Hormuz and get oil flowing again.

Alex Longley explains.
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source

“Insight with Haslinda Amin” is a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.

Chapters:
00:00:00 – Insight with Haslinda Amin Begins
00:01:08 – Asian stocks slip as higher oil prices fuel inflation worries
00:01:32 – Samsung miss adds to shaky session in Asia
00:04:36 – Tikehau Capital Co-Founder Mathieu Chabran on why AI must prove returns
00:19:20 – IMF Managing Director Kristalina Georgieva on higher borrowing costs and rising debt
00:23:50 – Houthi attacks kill three at Saudi airports, including in Riyadh
00:27:37 – Vista Global Founder and Chairman Thomas Flohr on private jet demand and higher fuel prices
00:27:56 – Vista Global Founder and Chairman Thomas Flohr on private jet demand and higher fuel prices
00:39:12 – Fidelity International Head of Digital Assets Distribution Emma Pecenicic on tokenization
00:39:56 – Emma Pecenicic on regulation, institutional adoption and tokenized liquidity strategies
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source

The Trump administration this week cracked down on a key tech talent pipeline and it feels like every AI company is raising capital — Ed Ludlow recaps the week’s tech stories on The Rundown
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source