Connect with us

Business

AI Fears Roar Back, Tech Earnings on Deck

Published

on



A rebound in the artificial intelligence trade sputtered after the dismal debut of a South Korean data center firm revived concerns about whether the technology’s spending boom can last.

Seoul’s Kospi Index fell 3.8% on a fresh bout of weakness in two of the world’s biggest memory makers, Samsung Electronics Co. and SK Hynix Inc. AI infrastructure group Elice Inc. suffered the worst opening day for a sizable company on the bourse, even after an initial public offering that was 400 times subscribed.

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: Markets Preview: Tech Weakness & European Outlook
00:04:08 – France’s Political Turmoil & Bond Market Risks
00:06:05 – German Chancellor Friedrich Merz on Russia, China & Europe
00:07:54 – Breakings News: UK Labour Market & Bank of England Outlook
00:09:40 – What to Watch
00:11:56 – France Protests, Curfews & Political Risk
00:15:35 – BNP Paribas’ Camille de Courcel on Investing in French Bonds Amid Political Uncertainty,
00:21:32 – Need to Know: Trump, Putin & Xi Summit Prospects
00:25:11 – Societe Generale’s Manish Kabra on the AI Trade & Tech Earnings, Bond Yields, Credit Risk & the Fed
00:32:52 – German Chancellor Friedrich Merz Warns Europe Is Underestimating Russia
00:34:33 – Francine Lacqua on Merz, Russia & German Investment
00:38:58 – Asia Tech Selloff & South Korean IPO Slump, Strong Demand for Japanese Government Bonds: MLIV
00:42:29 – Stocks to Watch
00:45:48 – European Markets Open
00:50:10 – JPMorgan’s John Bilton on AI, Productivity & Long-Term Investing, Tech Valuations, Returns & Dot-Com Comparisons
00:59:14 – European Stock Movers: Schneider, ABB & Anglo American
01:02:45 – BHP, Copper Supply & Chile Mining Disruptions Copper Tariffs & Market Volatility
01:05:43 – UK Labour Market & Bank of England Rate Outlook, UK Budget, Taxes & Inflation
01:11:13 – European Markets: Tech & Industrials Under Pressure
01:13:24 – Need to Know
01:14:28 – France Curfews & Risk of Further Unrest
01:16:52 – Citi’s Giada Giani on France’s Budget & Bond Market Risks, France’s Fiscal Reform & 2027 Elections, European Gas Prices & ECB Rate Outlook
01:27:59 – Tech Earnings Preview: Netflix & SpaceX, AI Financing Risks & Equity Strategy
01:30:25 – Oil, Bonds & the Growth Outlook, UK Inflation & Bank of England Expectations
01:34:29 – Closing Takeaways
——–
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

Continue Reading
Click to comment

Leave a Reply

Your email address will not be published. Required fields are marked *

Business

$1,999 New iPhone ‘Unfolds’ During Affordability Crisis

Published

on



Bloomberg’s Lisa Mateo, Scarlet Fu, and Tom Keene discuss the release of the new Apple iPhone on this weeks edition of “Bloomberg Money.”
——–
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

Continue Reading

Business

Israel Strikes Lebanon; Trump Reduces US-South Korea Drills | Daybreak Europe 8/17/2026

Published

on



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.

Lebanon saw its deadliest day of fighting in months, heaping pressure on stalled US-Iran negotiations while Washington prepares fresh economic measures.

President Donald Trump told the Pentagon to “substantially reduce” joint military exercises with South Korea, indicating his shift was driven by frustration the longtime US ally hadn’t provided more support for his war with Iran.

And Japanese growth unexpectedly slowed in the three months through June – complicating the outlook for the Bank of Japan ahead of its rate decision next month.

Today’s guest: Frederik Ducrozet, Pictet Wealth Management, Head of Strategy & Macro Research.

Chapters:
00:00:00 – Daybreak Europe
00:01:07 – Global Stocks Futures Point Higher
00:05:47 – China’s 10-Year Yield Dips to Lowest in Over a Year
00:09:33 – US Prepares Fresh Iran Sanctions
00:12:46 – Slower Japanese Growth Complicates BOJ Picture
00:17:14 – Belgian Firefighters Battle Record Blaze
00:20:23 – Rhine River Water Level Hits Record Low
00:22:54 – Second Ceuta Border Push Falls Flat
00:25:25 – Dollar, Yields Dip as Fed Rate Hike Bets Ease
00:27:45 – Oil Swings With Lebanon Tensions & Hormuz in Focus
00:29:12 – Frederik Ducrozet, Pictet Wealth Management, Head of Strategy & Macro Research
00:34:25 – Wildberries Depot Ablaze After Ukrainian Drone Strike
00:40:39 – Asian Stocks Edge Higher, Korea on Holiday
00:44:33 – China’s Credit Demand Weakens
——–
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

Continue Reading

Business

Barclays to Cut 5K Jobs, AI Trade Stumbles After Tech Earnings

Published

on



Barclays said it’s cutting 5,000 jobs as part of an effort to reduce costs, adding that artificial intelligence is starting to create efficiency. That would affect about 5% of the bank’s employees, according to a presentation on Thursday. Barclays employed about 93,000 people globally at the end of 2025.

Stocks fell as megacap earnings failed to reassure investors about the rebound in the artificial intelligence trade, Chinese equities neared a bear market and escalating Middle East tensions drove oil prices higher.

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 Starts: Markets Brace for Tech Earnings, Oil & European Open
00:01:15 – The Agenda: Meta and Tesla Earnings Divide the Tech Trade
00:03:12 – The Agenda: Oil Climbs as Saudi Attacks Raise Geopolitical Risks
00:05:11 – Breaking News: Barclays and Hermès Earnings in Focus
00:07:14 – Roche CEO Thomas Schinecker on Earnings, Innovation and Europe, Roche’s Cancer Drug Pipeline and Growth Potential
00:16:45 – French Bond Yields Hit 5% as Fiscal Concerns Mount
00:16:52 – Allspring Global Investment’s Henrietta Pacquement on French Bond Yields Hit 5% as Fiscal Concerns Mount, European Futures Slide Ahead of the Open
00:25:32 – SAP CFO Dominik Asam on Cloud Growth and AI Transformation, Europe Needs Less Regulation to Compete in AI
00:32:53 – Meta’s AI Investment and Tesla’s Capex Concerns, IBM and Texas Instruments Earnings
00:37:36 – Jensen Huang: Europe Needs to Embrace AI
00:38:50 – MLIV: Global Markets Sell Off as Investors Seek Safety, Alibaba Slides Amid China Regulatory Concerns
00:42:30 – Stock to Watch: Barclays, Nokia and Roche
00:45:47 – European Markets Open Lower
00:50:45 – Barclays Earnings Disappoint as Fixed Income Revenue Drops, Barclays Cuts Jobs as AI Drives Efficiencies
00:54:58 – European Tech and AI Earnings in Focus
00:59:21 – Market Movers: Hermès Tumbles on China Weakness and French Unrest
01:02:12 – Goldman Sachs’ Sharon Bell on the European Tech Trade, Where to Invest as European Growth Slows, FTSE 100 Outlook and the Impact of a Weaker Currency
01:11:15 – European Stocks Fall as Energy Outperforms
01:13:26 – Need to Know
01:14:16 – Morgan Stanley’s Amy Gower on Copper, AI and the Global Metals Outlook Indonesia’s Aluminum and Nickel Supply Boom
01:21:10 – Saudi Attacks Push Oil Prices Higher
01:25:30 – Hermès Hit by China Weakness and French Unrest
01:29:43 – What’s Driving Market Nervousness, French Bond Spreads Surge Contagion Risks Across European Debt Markets
01:34:09 – European Markets Remain Under Pressure
——–
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

Continue Reading

Business

Investors Figuring Out Agentic AI: Robinhood’s Guild

Published

on



Stephanie Guild, CIO of Robinhood, joins Scarlet Fu and Tom Keene on “Bloomberg Money.” They discuss how she is seeing consumers take advantage of the pullback in AI, having cash on the side to invest, and how Robinhood users can now use agentic AI agents to invest on their behalf.
——–
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

Continue Reading

Business

Blackstone’s Gray Says AI Demand Is ‘Parabolic’

Published

on



Blackstone Inc. President Jon Gray pushes back against the idea that there is an AI bubble. He says demand for AI is “almost parabolic.” He speaks to Dani Burger on “Bloomberg Open Interest” about investing in AI and the firm’s third-quarter earnings results.
——–
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

Continue Reading

Trending

On this website we use first or third-party tools that store small files (cookie) on your device. Cookies are normally used to allow the site to run properly (technical cookies), to generate navigation usage reports (statistics cookies) and to suitable advertise our services/products (profiling cookies). We can directly use technical cookies, but you have the right to choose whether or not to enable statistical and profiling cookies. Enabling these cookies, you help us to offer you a better experience.