Nvidia disappointed investors with its latest sales forecast, adding to concerns about growing competition in the AI chip industry. Also on the show: global stocks rose as investors flocked back to the artificial intelligence trade; Iran warned it would retaliate beyond the Middle East if the US or Israel attacks it again; Elon Musk’s SpaceX filed for an initial public offering; JPMorgan’s Jamie Dimon warns rates could climb further; Iran war clouds Africa’s inflation outlook. Guests include: Rajeev Sibal, Morgan Stanley Senior Global Economist; Troy Rohrbaugh, JPMorgan Co-CEO Commercial & Investment Bank; Josh Gilbert, eToro APAC & Middle East Lead Analyst.

Horizons Middle East & Africa is your daily spotlight on one of the world’s fastest-growing regions. Live from Dubai, we bring you the latest global markets and analysis, plus news-making interviews, with a special focus on MEA. All that and more, as you head to the office in the Gulf, pause for lunch in Hong Kong, or start your day in London or Johannesburg.

Chapters:
00:00:00 – Introduction
00:03:15 – Nvidia gives lackluster forecast
00:06:45 – Rajeev Sibal, Morgan Stanley Senior Global Economist
00:13:16 – Troy Rohrbaugh, JPMorgan Co-CEO Commercial & Investment Bank
00:19:49 – Iran threatens to retaliate
00:27:09 – SpaceX files for an IPO
00:31:09 – Josh Gilbert, eToro APAC & Middle East Lead Analyst
00:38:08 – Jamie Dimon warns rates could climb further
00:42:24 – Iran war clouds Africa’s inflation outlook
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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
00:03:20 – Nvidia tells investors AI is ready to go mainstream
00:08:30 – JPMorgan’s Kevin Foley on the global IPO outlook
00:16:16 – Xi, Putin wrap up talks showcasing strength of ties
00:23:26 – Mainland China, HK markets open
00:28:37 – StillBrook Capital’s Krace Zhou on why she favors AI and industrials
00:35:54 – Exclusive: JPMorgan’s Filippo Gori from bank’s Global China Summit in Shanghai
00:48:08 – Asia tech rallies with traders returning to the AI trade
00:52:42 – Lopez Research’s Maribel Lopez on Nvidia’s results
01:02:34 – Exclusive: Elorian’s Andrew Dai on the startup’s fundraising plans
01:11:47 – SpaceX filing reveals 1Q $4.28B loss
01:17:29 – JPMorgan’s Sjoerd Leenart says investors pivoting back to China
01:26:43 – Scoop: Prabowo’s biggest crackdown on tycoons shocked his own officials
——–
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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 Avril Hong give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:04:47 – US says China to spend billions on farm goods
00:08:42 – Alert: Samsung shares reverse losses
00:09:23 – What traders are watching in markets today
00:12:59 – AmCham China Chairman James Zimmerman’s takeaways from Trump-Zi summit
00:23:07 – Mainland China, HK markets open
00:27:22 – Breaking: China April home prices fall in 49 of 70 cities from month ago
00:28:42 – Zelostech’s Sean Zhang on business outlook
00:36:26 – Samsung, labor union in ‘last chance’ talks to avert strike
00:41:44 – Evergrande liquidators sue PWC in HK court
00:47:43 – Breaking: China’s economy slows sharply in April as investment resumes declines
00:48:29 – HSBC Global Investment Research’s Jing Liu on China activity
01:01:35 – Bond selloff deepens and stocks fall
01:04:51 – Baidu set to report largest 1Q profit dip since 2019
01:12:01 – BNP Paribas’ Brian McCappin on markets outlook
01:22:31 – Exclusive: Robotphoenix’s Zhang Sai speaks on blowout HK debut
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OpenAI is preparing to file for an initial public offering in the coming weeks and is targeting a public debut sometime in the fall. The exact timing remains uncertain. The ChatGPT creator, co-founded by Sam Altman, is one of the world’s most valuable and powerful AI companies. Bloomberg’s Ed Ludlow has all the details.
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Insight with Haslinda Amin, 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
00:01:56 – Danantara CIO Pandu Sjahrir on Indonesia’s new commodity export framework
00:05:50 – Danantara’s Pandu Sjahrir says Indonesia will ‘listen to market’
00:16:24 – Insilico Medicine founder and CEO Alex Zhavoronkov on AI-driven drug discovery
00:19:43 – Zhavoronkov on profitability expectations after Insilico’s Hong Kong IPO
00:24:52 – Japan says natural to seek communication with China at APEC
00:29:07 – JPMorgan’s Rita Chan on China’s weak consumption
00:33:55 – Chan on investor focus areas including AI, energy and innovation
00:38:18 – Zuma Wealth founder and CIO Terri Spath on AI-driven market optimism
00:39:38 – Spath on oil prices as a key macro variable for markets
——–
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