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 Republican Party’s generational collapse in this week’s midterm elections ushered in a wave of finger-pointing largely aimed at the Oval Office, exposing deep fissures within the party and opening the door for 2028 hopefuls to hone their message.

Brent oil pushed lower after tumbling more than 8% in the previous session as investors bet that a Democratic sweep in the US midterm elections could accelerate efforts to end the war in the Middle East.

And fears over the future of the AI trade push Asian tech stocks and Nasdaq futures lower, as Democrats pledge new guardrails on data center development.

Today’s guests: Bernd Montag, Siemens Healthineers, CEO; Hetal Mehta, St James’s Place, Chief Economist; Melanie Kreis, DHL Group, CFO

Chapters:
00:00:00 – Daybreak Europe
00:00:15 – Democrats’ Warning to ‘Lawyer Up’ Ripples Through Washington
00:02:46 – Asian Stocks Steady as Traders Rotate Out of Tech
00:06:22 – Republican Blame Game Starts as 2028 Hopefuls Angle for Position
00:11:54 – Post-Midterm Rotation Hits Chips, Boosts China
00:16:36 – Siemens Healthineers to Drop Parent’s Name
00:19:07 – Bernd Montag, Siemens Healthineers, CEO
00:23:18 – France Faces Fresh Protest Wave
00:26:12 – Vance Blames War in Iran, Israel Ties for GOP Midterm Loss
00:28:54 – Hetal Mehta, St James’s Place, Chief Economist
00:37:36 – Melanie Kreis, DHL Group, CFO
00:45:16 – Dollar Can’t Shake Off Midterm Blues
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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, Haidi Stroud-Watts 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
00:05:09 – Bloomberg Economics: Lower-intensity conflict between the US and Iran to be a feature in the current environment
00:08:58 – China mulls curbing access to top AI models: Report
00:13:50 – Franklin Templeton Institute’s Christy Tan on why she thinks AI remains compelling
00:23:20 – China, Hong Kong markets open
00:29:01 – Momenta starts trading in HK after $752M IPO
00:32:38 – RBNZ seen raising key rate to 2.5%
00:37:18 – Breaking: US military completes new round of strikes against Iran
00:38:22 – Exclusive: Momenta CEO Cao Xudong on path to profitability
00:51:01 – What traders are watching today
00:55:46 – Oil rises after US strikes Iran
00:59:41 – DeepSeek, Zhipu plan to develop own chips: Reports
01:02:10 – Goldman Sachs’ Si Fu on the outlook for China tech
01:12:21 – US strikes Iran, blocks oil sales
01:18:22 – Indonesia hit with another downgrade warning
01:22:34 – Momenta starts trading in HK after $752M IPO
01:28:24 – Opinion: Memory shortages giving chipmakers leverage in contract talks
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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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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 JPMorgan Head of Technical Strategy Jason Hunter, UBS Alignment Partners Managing Director, Wealth & Private Wealth Advisor Alli McCartney, TC Energy CEO & President François Poirie, Expedia CEO Ariane Gorin, Tapestry CEO Joanne Crevoiserat, Citi Head of US Equity Strategy Scott Chronert, T. Rowe Price Science & Technology Equity Strategy Portfolio Manager Tony Wang, Evercore ISI International Political Affairs & Public Policy Chief Strategist Sarah Bianchi, MetLife President & CEO Michel Khalaf, e.l.f. Beauty CEO Tarang Amin, & Charles Schwab Chief Investment Strategist Liz Ann Sonders.

Chapters:
00:00:00 Bloomberg The Close
00:03:23 JPMorgan on Technical Levels & Market Capitulation
00:08:00 UBS on the AI Selloff & Buying Opportunities
00:12:09 TC Energy CEO on Data Centers & Natural Gas Demand
00:17:07 Energy Infrastructure, Permitting & AI Power Demand
00:20:00 Expedia CEO on Earnings, Travel & the Consumer
00:24:45 Expedia, AI Travel Agents & International Demand
00:27:44 Tapestry CEO on Coach, Gen Z & Holiday Spending
00:33:16 Coach Pricing, Tariffs & Kate Spade Turnaround
00:39:57 Chip Stocks Plunge as Investors Flee the AI Trade
00:47:47 U.S. Equity Strategy on AI Risk & Market Weakness
00:53:16 The Closing Bell
00:58:12 Airbnb, Akamai & Consumer Earnings After the Bell
01:03:57 AI Selloff, Data Centers & the Future of the Bull Market
01:08:40 T. Rowe Price on Nvidia, AI & Buying the Selloff
01:14:38 Data Center Regulation & Post-Election Policy Risk
01:20:51 MetLife CEO on Earnings, Private Markets & AI
01:26:20 MetLife on Retirement, Insurance & Political Risk
01:31:41 E.l.f. Beauty CEO on Earnings, Rhode & Gen Z
01:37:34 Liz Ann Sonders on the Historic Tech Selloff
——–
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The open Senate race between Democrat Abdul El-Sayed and Republican Mike Rogers in Michigan has been one of the most closely watched. Bloomberg’s Romaine Bostick is in Detroit with the latest.
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