Anna Edwards, Tom Mackenzie and Mark Cudmore break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”
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Bloomberg Intelligence’s Mandeep Singh and Bloomberg’s AI Editor Seth Fiegerman break down the days chips news headlines, and the latest on China’s AI race. Then, AlphaSense CFO Samantha Greenberg discusses the company’s recent $350M funding round, and how its AI search capability provides market intelligence. Plus, NBCUniversal Telemundo Senior VP of Sports Content Miguel Lorenzo shares how the World Cup is brining a new audience to the Spanish-language telecast.

00:00:00 Bloomberg Businessweek Daily
00:02:00 Market Update: Tech Weakness & Oil Rally
00:04:10 China’s AI Breakthrough Shakes Markets
00:05:20 Is This DeepSeek 2.0?
00:09:20 Google’s Gemini Delay & AI Competition
00:11:40 AI Race: China vs. U.S.
00:18:50 Market Update: Tech Stocks Under Pressure
00:21:20 AlphaSense CFO on AI, Growth & IPO Plans
00:29:40 AI Spending Shifts Toward Efficiency
00:32:40 Market Update: Semiconductors & SpaceX
00:35:20 World Cup Ratings Boom for Telemundo
00:39:50 Spain vs. Argentina World Cup Final Preview
00:47:10 Apple’s Antitrust Talks & Market Leadership
00:48:40 Netflix Earnings Disappoint Investors
00:49:55 Meta, Anthropic & the AI Compute Race
00:50:50 AI Pricing Wars & the Second-Mover Advantage
——–
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A surprise breakthrough from a Chinese artificial intelligence startup rippled through global markets Friday, sending AI and semiconductor stocks sharply lower. The catalyst was Moonshot’s new Kimi K3 model, which the company said rivals the strongest offerings from OpenAI and Anthropic PBC. Bloomberg’s Matt Bloxham breaks down the situation.
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Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today’s guests are: Hudson Bay Capital Senior Economic Strategist Nouriel Roubini and Goldman Sachs Chief Credit Strategist Amanda Lynam.

Chapters:
00:00:00 – Bloomberg Money opens
00:03:46 – Is the Stock Market Becoming America’s Retirement System?
00:05:35 – IPO Mania, AI Stocks & Market Speculation
00:08:08 – World Cup Ticket Prices & Luxury Spending
00:12:22 – Nouriel Roubini on Social Security’s Future
00:14:42 – Can the Stock Market Save Social Security?
00:15:41 – Inflation, Aging & AI’s Impact on Retirement
00:17:19 – AI Revolution, Universal Basic Income & Economic Growth
00:19:16 – Roubini’s Investing Philosophy & Crypto Outlook
00:22:03 – Amanda Lynam on Bonds & the 60/40 Portfolio
00:23:18 – Are Bonds Attractive Again?
00:25:07 – Stocks vs. Bonds for Long-Term Investing
00:27:31 – AI Spending, Data Centers & Credit Markets
00:29:00 – Credit Strategy, CDs & Interest Rates
00:31:52 – Adult Happy Meals & Inflation-Era Dining
00:34:51 – What Tom & Scarlet Are Reading
00:38:27 – Next Week: Earnings & Market Outlook
00:39:33 – Apple DOJ Settlement Talks
——–
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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.

Chapters:
00:00 AI Selloff, Iran Escalation & Tech Earnings — Bloomberg Surveillance
03:28 AI Spending, China Models & Market Rotation — Aaron Kennon, Clear Harbor Asset Management
19:48 Iran Escalation, Strait of Hormuz & US Strategy — Tobin Marcus, Wolfe Research
30:59 Netflix Growth, Streaming Strategy & Live Sports — Alicia Reese, Wedbush
41:30 AI, Hiring Trends & Global Labor Markets — Nela Richardson, ADP
51:37 AI Spending, China Competition & Tech Volatility — John Stoltzfus, Oppenheimer
01:07:56 US-China Tensions, AI Policy & Trade Risks — Jeannette Lowe, Baird Strategas
01:17:03 Energy Shortages, Oil Markets & Refining Bottlenecks — Jeffrey Currie, Altis Partners
01:29:59 AI Debt Boom, Hyperscalers & Credit Markets — Dominique Toublan, Barclays
01:41:25 S&P Earnings, AI Rotation & Path to 8000 — Binky Chadha, Deutsche Bank
01:53:26 AI Arms Race, China Competition & Big Tech — Daniel Ives, Yorkville Ives & Co.
02:04:52 Money Supply, Inflation & Fed Policy — Stephen Miran, Hudson Bay Capital Management
02:18:13 Market Rally, Tech Selloff & Equity Outlook — Jason Draho, UBS
——–
Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV.

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