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.

The US said Israel and Lebanon agreed to a ceasefire if Hezbollah also stops fighting, the latest attempt by the Trump administration to keep peace talks with Iran on track as political opposition to the war intensifies.

The Republican-led House voted to halt the US war with Iran, breaking with President Donald Trump on an unpopular foreign conflict that is taking an escalating economic toll on Americans.

And momentum in the artificial-intelligence trade was dented by Broadcom delivering a disappointing forecast for AI chip revenue, signaling its efforts to gain ground in the burgeoning industry are going more slowly than anticipated.

Today’s guest: Lale Akoner, eToro, Global Market Analyst.

Chapters:
00:00:00 – Daybreak Europe
00:01:12 – Israel, Lebanon Reach Ceasefire as US Seeks to Revive Iran Talks
00:04:43 – Broadcom Slides After AI Chip Outlook Disappoints Investors
00:08:44 – Bitcoin Bounces Off Four-Month Low in Bruising Week for Crypto
00:15:52 – SpaceX Seeks $75 Billion in Record IPO to Fund AI, Launch
00:18:52 – Jamie Dimon to Pitch JPMorgan’s Ultra-Rich Clients on SpaceX IPO
00:20:58 – David Solomon on Goldman’s Role in SpaceX IPO
00:27:17 – AI Rally Record Highs Lose Momentum
00:31:45 – Lale Akoner, eToro, Global Market Analyst
00:37:26 – UK Labour Party Split on Direction After Local Vote Loss
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More on Bloomberg Television and Markets

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The US and Iran clashed again overnight, with Kuwait and Bahrain caught in the crossfire of the most serious flare-up since a ceasefire went into effect in early April.

The developments follow days of rising tension, including over Israeli operations against Tehran-backed Hezbollah militants in Lebanon, that threaten to derail US-Iran talks about an interim peace deal. The sides have agreed on a rough framework that should extend their truce by two months and reopen the Strait of Hormuz, though negotiations over the final details are dragging on.

Shortly after hitting an empty oil tanker heading to Iran, the US military said it came under missile and drone attack. Iran targeted the US’s main naval base in the region, located in Bahrain, and the Ali Al-Salem airbase in Kuwait. For more, we speak with Ethan Bronner, Bloomberg News Israel Bureau Chief.
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Bloomberg: The China Show is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:03:46 – Marvell soars after Huang’s $1T stock call at Computex
00:09:49 – HSBC Asset Management’s Joe Little on AI-driven stock rally
00:14:46 – HSBC Asset Management’s Joe Little on market outlook
00:22:52 – China, HK markets open Monday
00:28:35 – Arete Research’s Shawn Yang on out Chinese tech stocks
00:39:11 – SpaceX seeks $75B in IPO at $135/share: Reuters
00:50:12 – Exclusive with Baidu CFO Haijian He
01:01:35 – What’s moving Asia markets today
01:06:10 – Exclusive: Arm CEO says may hit $15B AI chip revenue goal early
01:11:09 – SpaceX seeks $75B in IPO at $135/share: Reuters
01:16:14 – Exclusive: Delta Electronics says power supply becoming key bottleneck for AI growth
01:19:09 – Kneron speaks to Bloomberg at Computex in Taipei
01:27:17 – Breaking: US proposes broad tariffs of at least 10%, citing forced labor
——–
More on Bloomberg Television and Markets

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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.

President Donald Trump and Israeli Prime Minister Benjamin Netanyahu offered differing accounts of a call about the fighting in Lebanon, as the US struggled to get efforts toward an Iran peace deal back on track.

Google parent Alphabet is raising $80 billion through a package of equity offerings, including an investment deal with Berkshire Hathaway, as the company races to fund its ambitious artificial intelligence spending plans.

And Anthropic pulled ahead of OpenAI with its confidential IPO filing Monday, as the free-spending artificial intelligence startups battle for a fundraising edge that’s set to determine who will win the ultimate battle for computing power.

Today’s guests: Anna Macdonald, Hargreaves Lansdown, Investment Strategy Director; Rene Haas, Arm CEO.

Chapters:
00:00:00 – Daybreak Europe
00:04:24 – Stocks Erase Losses to Hold Near Record, Oil Slips
00:08:18 – Anthropic’s First-Mover IPO Edge Set to Widen Lead Over OpenAI
00:10:43 – Global Stocks Lower as AI Rally Stalls
00:16:39 – Anna Macdonald, Hargreaves Lansdown Investment Strategy Director
00:21:31 – Vucic: China’s Investments Important to Serbia
00:24:46 – Kremlin Split on Russia War Spending
00:27:15 – Rene Haas, Arm CEO
00:40:02 – New Mandelson Files Reveal Rifts in Starmer’s Government
00:43:51 – Mandelson Refused to Hand Over Personal Phone to UK Probe
——–
More on Bloomberg Television and Markets

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Bloomberg: The China Show is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:04:05 – US, Iran agree to 60-day truce, pending Trump signoff
00:06:55 – Nvidia server maker Wiwynn sees AI bottlenecks beyond memory
00:10:47 – Boston Dynamics’ Brendan Schulman on outlook for robotics sector
00:21:50 – Breaking: SpaceX is said to lower IPO valuation target to at least $1.8T
00:28:51 – DWS’ Ivy Ng on markets outlook
00:37:20 – Jefferies’ Cui Cui on China biotech sector
00:49:32 – What’s moving Asian markets today
00:52:54 – China tech earnings expose tough AI reality
00:57:05 – Oil prices drop on hopes US-Iran deal
00:59:20 – Peking University’s Wang Dong on geopolitics ahead of Shangri-La Dialogue
01:12:28 – Mitsui CEO on energy risks, alternatives
01:18:04 – BYD debuts China’s most ‘advanced’ EV chip
01:23:25 – HK Tourism Sec. Rosanna Law says on track to meet or exceed 2026 visitor target
——–
More on Bloomberg Television and Markets

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