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.

On today’s show, President Trump has downplayed the prospects of immediate talks with Iran, with both sides exchanging strikes for the 11th straight night. Mediators are continuing efforts to restart negotiations, but Tehran has rejected US claims it’s seeking more talks. Brent oil neared a six-week high.

Tech stocks rallied for a second straight day ahead of the first Magnificent 7 earnings. Alphabet and Tesla report after-market.

In Europe, Santander and Equinor reported better-than-expected second quarter earnings. The Equinor CFO tells Bloomberg that Europe’s natural gas market is in a vulnerable situation.

Today’s guest: Torgrim Reitan, Equinor, CFO & Tatjana Greil Castro, Muzinich & Co., Global Head of Investments

Correct: Video has been edited at 39:20 to adjust period for adding clients to twelve months

Chapters:
00:00:00 – Introduction
00:04:23 – Asian stocks advance on tech rally
00:07:01 – Trump Downplays Prospects of Iran Talks
00:12:01 – Torgrim Reitan, Equinor CFO
00:21:24 – Zelenskyy Ousts Top Army Chief
00:26:55 – Tatjana Greil Castro, Muzinich & Co Global Head of Investments
00:35:22 – Tech earnings set to kick off
00:38:45 – Santander Profit Beats Estimates
——–
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

Global markets are closely watching the Middle East as the conflict enters a new phase. The US carried out a tenth consecutive day of strikes on Iran, while President Trump vowed that Iran “will pay” following the deaths of US troops. At the same time, international mediators are working to secure a new US-Iran ceasefire, even as fighting continues to expand across the region.
Energy markets are increasingly focused on the Red Sea after Yemen’s Houthi movement threatened a maritime blockade, raising fears that oil prices could climb above $100 a barrel if shipping disruptions intensify. The Pentagon has requested $80 billion to help fund military operations, while traders continue to assess whether diplomatic efforts can prevent a broader regional conflict.
In financial markets, Asian stocks rebounded on a rally in semiconductor shares, although South Korea’s exchange temporarily activated a sidecar mechanism to curb excessive program buying in the KOSPI. We also cover the European Union’s $629 million fine against Alibaba, legal challenges to the proposed Paramount–Warner Bros. transaction, new 50% tariffs on Canadian goods, Boeing securing nearly 150 aircraft orders at the air show, Airbus signing a major agreement with SMBC Aviation Capital and Riyadh Air, and interviews with the CEOs of Dubai Airports and Turkish Airlines on how the Iran conflict is affecting aviation.
Elsewhere, health officials are expanding the use of existing Ebola vaccines to protect frontline medical workers, Senegal’s President Bassirou Diomaye Faye prepares to launch a new political party following a split with an ally, and a Chinese company has secured a $2.7 billion contract to build a railway in Tanzania. Guests includes Lt. Gen. Karen Gibson (retired), Academy Securities Geopolitical Intelligence Group, Advisor; Ryan Lemand, Neovision Wealth Management CEO & Co-Founder; Paul Griffiths, Dubai Airports CEO; and Murat Seker, Turkish Airlines Chairman.

Chapters:
00:00:00 – Introduction
00:05:05 – Houthis Red Sea Threat Risks Bigger Oil Shock
00:07:58 – Lt. Gen. Karen Gibson (retired), Academy Securities Geopolitical Intelligence Group, Advisor
00:15:18 – Ryan Lemand, Neovision Wealth Management CEO & Co-Founder
00:28:00 – Fresh 50% Tariffs on Canadadian Goods
00:31:00 – Houthies Threaten Saudi Maritime Blockade
00:34:26 – Paul Griffiths, Dubai Airports CEO
00:38:26 – Murat Seker, Turkish Airlines Chairman
00:42:04 – Kelly Ortberg, Boeing CEO
00:42:44 – Guillaume Faury, Airbus CEO
——–
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

Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today’s guests are Man Group Senior Portfolio Manager Matt Rowe, StockBrokers.com Director, Investor Research Jessica Inskip, Jefferies Tech Sector Leader, Software/Internet Research Brent Thill, The Westly Group Founder & Managing Partner Steve Westly, RBC Capital Markets Head of Derivatives Strategy Amy Wu Silverman, IMAX CEO Rich Gelfond, Boeing CEO Kelly Ortberg, Former Professional Soccer Player Jozy Altidore, Visa CMO Frank Cooper III, & Redpoint Ventures Managing Director Erica Brescia.

Chapters:
00:00:00 Bloomberg The Close
00:02:26 Man Group on AI Spending, Capex & Market Risk
00:10:23 AI Competition: Moonshot, Google & the Next Chip Race
00:16:06 Top Calls
00:17:21 Alphabet Earnings Preview: AI, Gemini & Custom Chips
00:22:23 Tesla Earnings Preview with Former Board Member Steve Westly
00:30:57 Stock of the Hour: Paramount, Warner Bros. & Merger Delay
00:35:54 RBC on Options Positioning Ahead of Tech Earnings
00:43:00 Closing Bell
00:45:46 Market Movers: Momentum Holdings, Teradyne & AMC
00:48:30 Warner Bros., Netflix & Media Sector Roundup
00:54:31 IMAX CEO on Christopher Nolan’s ‘The Odyssey’ Box Office Success
01:04:11 Boeing CEO on Production, Backlog & Aerospace Demand
01:08:20 World Cup Business: Jozy Altidore on Soccer’s U.S. Momentum
01:13:35 Visa on World Cup Spending, Travel & Consumer Trends
01:21:15 Redpoint Ventures on AI Infrastructure & Big Tech Earnings
——–
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

“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 Singapore with Shery Ahn and Avril Hong, 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
00:02:04 – Trump vows Iran ‘will pay’ for death of US troops
00:06:19 – US-Iran war, AI trade in focus
00:11:28 – Japan’s Nikkei in technical correction territory
00:18:05 – US vows fresh 50% tariff on some Canadian goods
00:26:39 – La Trobe Centre for Global Security’s Bec Strating on ASEAN Foreign Ministers’ Summit
00:35:00 – Burnham promises ‘circuit breaker’ moment for UK
00:38:37 – Airbus CEO Guillaume Faury on the next generation of narrow-body aircraft
00:43:20 – Australia offers a more defensive equity market
00:47:23 – Markets open in Japan, South Korea and Australia
00:49:31 – BREAKING: South Korea’s July first 20 days trade surplus $12.219B
00:51:24 – SGMC Capital CIO Ed Gomes on markets outlook
00:59:53 – US conducts 10th day of strikes on Iran
01:03:01 – Bloomberg Economics: Houthis’ Red Sea blockade risks oil above $100
01:05:56 – UK PM Andy Burnham unveils new cabinet
01:13:12 – Canada’s Carney: US tariffs violate USMCA
01:17:30 – China tech on watch after US chip stocks rebound
01:23:43 – AUSTRALIA AHEAD: Fitch’s Bruce Li on El Niño impact on Australian corporates
01:29:36 – Boeing CEO Kelly Ortberg on business outlook
——–
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

Wall Street staged a comeback as dip buyers emerged, lifting stocks amid rally in chipmakers on bets the artificial-intelligence trade that’s powered the bull market has more room to run.
Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, joins to talk tech volatility, the intact bull market, and earnings season.
——–
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