Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”
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Israel’s prime minister says the alleged FlyDubai hijacker is Omani, though neither Flydubai nor the UAE government has confirmed the pilot’s nationality. UAE prosecutors have ordered an investigation into the incident, while Benjamin Netanyahu says it is too early to determine whether Iran was involved. Flydubai has suspended flights to Tel Aviv as the incident puts cockpit security back in focus.
Tensions across the Middle East remain elevated. The US may deploy an additional aircraft carrier and 10,000 troops to the region, while more Patriot systems could be sent to protect Saudi and Qatari energy sites. The Houthis have also targeted a power facility near Madinah.
Iran’s foreign minister has privately indicated Tehran could allow inspectors to visit bombed locations if sanctions are eased.
The Treasury rebound pulls yields off multi-decade highs as the bond rout takes a breather. Fed officials discuss the rise in yields, while economists expect US jobs growth slowed in September. Hong Kong stocks fall on higher borrowing costs and policy concerns, with HSBC leading financial shares lower.
Anthropic is targeting a mega-IPO as early as mid-November, with investors estimating a potential valuation of $1.8 trillion to $2 trillion. Broadcom is also raising $60 billion to fund chips for Anthropic.
AI chip smuggling is under scrutiny as Nvidia processors continue reaching China despite US restrictions, including a Taiwan case alleging 74 Nvidia server units made it into China.
Elsewhere, Tokyo inflation accelerates, SpaceX Crew-13 docks at the International Space Station, and Disney Entertainment Co-Chair Dana Walden tells Bloomberg Screentime that consolidation remains part of the business as companies continually evaluate their structures. Guests includes Amol Shitole, Mashreq Capital Fixed Income Head and John Strickland, JLS Consulting Director.

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
00:04:54 – US May Add Carrier and 10,000 Troops to Mideast
00:11:35 – Amol Shitole, Mashreq Capital Fixed Income Head
00:19:00 – Anthropic Targets Mega-IPO as Early as Mid-November
00:27:32 – Israel PM Says Alleged Flydubai Hijacker Is Omani
00:31:53 – John Strickland, JLS Consulting Director
00:38:40 – AI Chip Smuggling Cases Expose Nvidia’s Blind Spots
——–
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A new report suggests Saudi Arabia may increase oil production. This comes just ahead of the OPEC+ meeting today. The cartel is grappling with how much Russian crude may disappear as a result of sanctions. Sharon Cho reports on Bloomberg Television.
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The Close 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 BlackRock Head of Model Portfolio Solutions, Americas Michael Gates, Robinhood Markets Chairman & CEO Vlad Tenev, University of Michigan Professor of Economics and Public Policy Betsey Stevenson, Morgan Stanley Investment Management Head of Global Real Assets Lauren Hochfelder, Janus Henderson Head of Americas Equities Marc Pinto, Gabelli Research Analyst & Portfolio Manager Hendi Susanto, Redpoint Ventures Managing Director Erica Brescia, VSORA Chair Sandra Rivera, JPMorgan Asset Management Global Alternatives Strategist Aaron Mulvihill, Seaport Research Partners Senior Analyst David Joyce, & Next Legacy Managing Partner Ryan Nece.

Chapters:
00:00:00 Bloomberg The Close
00:03:19 BlackRock on AI Adoption, Stocks & Portfolio Strategy
00:05:43 Bonds, Higher Rates & Portfolio Diversification
00:09:24 Robinhood CEO Vlad Tenev on AI Trading Agents
00:13:02 Autonomous Trading, Risk Controls & 24/7 Markets
00:17:48 Fed Renovation Report & Central Bank Independence
00:20:00 Fed Independence, Markets & Economic Resilience
00:22:28 Paramount-Warner Bros. Settlement & Real Estate
00:25:04 AI Data Centers, Industrial Real Estate & Power
00:28:10 Offices, Senior Housing & Home Affordability
00:31:14 Apple’s AI-Powered Smart Home Push
00:34:02 Siri, Privacy & Apple’s Smart Home Strategy
00:37:01 Janus Henderson on Stocks, Rates & Earnings
00:40:36 Fed Hikes, AI Stocks & the Semiconductor Trade
00:43:18 Closing Bell
00:46:27 Micron Earnings Beat as AI Memory Demand Surges
00:50:25 September Market Recap & Micron’s AI Boom
00:53:25 Micron’s Memory Cycle, Pricing Power & AI Demand
00:56:10 Agentic AI, Servers & the Future of Memory
00:59:09 Micron Earnings, AI Chips & Long-Term Demand
01:03:09 AI Inference, Chip Efficiency & Agentic AI
01:07:56 Sandra Rivera on Micron & the AI Chip Cycle
01:11:06 AI Chip Competition, Cost & Power Efficiency
01:13:03 JPMorgan on Financing the Global AI Buildout
01:16:09 AI Diversification, Private Markets & Higher Yields
01:19:01 Paramount Skydance Leadership & Mattel CEO Hire
01:22:24 Paramount’s Debt Load, Cost Cuts & Streaming Strategy
01:25:14 Ryan Nece on Athletes, Venture Capital & AI Investing
01:28:30 Private Markets, Sports Investing & AI Opportunities
01:30:26 What to Watch
——–
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Cook Political Report Founder and Contributor Charlie Cook says the midterm landscape has deteriorated sharply for Republicans in the past month as energy costs, tariffs and affordability concerns hit voters. He says the Democratic brand remains weak, arguing voters are “not voting for Democrats” so much as “voting against Republicans.” He speaks with Joe Mathieu and Kailey Leinz on Bloomberg’s “Balance of Power.”
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