A tech-fueled rally in global stocks continued unabated as another round of big-ticket artificial intelligence partnerships stoked fresh optimism. European stocks were set to hit a record high and have their best week since May. The BBVA Chairman and Sabadell CEO clashed in exclusive Bloomberg interviews. A 17 billion euro takeover deal would create a new Spanish banking giant and push BBVA closer in size to the country’s biggest lender, Banco Santander.
A gauge for Asian technology stocks led the charge with a new record as Japan’s Hitachi teamed up with OpenAI on energy and related infrastructure while Fujitsu expanded its collaboration with Nvidia. US stock futures also advanced, setting the S&P 500 on track for a sixth straight gain and its longest winning streak since July.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won’t find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Kriti Gupta and Guy Johnson.
Chapters:
00:00:00 – The Opening Trade
00:02:54 – Trump Threatens Thousands of Layoffs
00:05:39 – France Budget, Italy Deficit
00:07:39 – Russian, Europe Rising Tensions
00:10:17 – BBVA, Sabadell Clash
00:11:31 – Manchester Synagogue Attack
00:12:08 – Bridgewater Said to Have Soared 26%
00:12:43 – Boeing 777X Said to Slide into 2027
00:17:31 – US Government Shutdown Day 3
00:25:26 – BBVA Takeover Bid
00:27:25 – Sabadell Takeover Breakdown
00:28:27 – BBVA Chairman Torres
00:32:24 – Sabadell CEO González-Bueno
00:37:41 – We Have Unspoken War with Russia: Poland
00:47:34 – Stocks to Watch: BBVA, Sabadell, Defense, Energy
01:05:45 – Munich Airport Drones
01:08:55 – Boeing Plane Delays
01:14:50 – GIP Nears $40B Aligned Data Centers Deal
01:18:23 – AI Data Centers, Private Credit
01:27:45 – Denmark, Russia Attack Risk
01:32:13 – France’s PM Lecornu to Hold Budget Talks
01:35:23 – Taylor Swift Album
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