Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from Brussels, 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.
Alibaba is rolling out what it calls China’s most powerful AI chip, an accelerator to compete with Nvidia and underpin a massive expansion of data center capacity in coming years.
Global AI stocks rallied, with Taiwanese shares returning to a record high. This after Meta’s new artificial intelligence agent, Muse, quickly rose to the top of mobile app charts, a sign that the social media company is gaining traction in the increasingly crowded market for consumer AI assistants.
Today’s guest: Lauren van Biljon, Allspring Global Investments, Senior Portfolio Manager, Global Fixed Income Team.
Chapters:
00:00:00 – Daybreak Europe
00:01:08 – Meta’s New Muse AI App Tops Charts
00:03:30 – Tencent Surges as Meta’s Muse Boosts Sentiment
00:09:11 – Alibaba Rolls Out China’s Most Powerful AI Chips
00:15:19 – Diesel Shock Adds to Inflation Pressure
00:17:40 – China and US Discuss AI, Investment
00:19:43 – Trump to Host Xi at White House Thursday
00:22:12 – Merz Vows to Stay After CDU Election Debacle
00:24:30 – Meta-Fueled AI Rally Loses Steam in Asia as Caution Returns
00:26:48 – Oil Edges Higher as Traders Monitor Supply Risks
00:28:47 – Lauren van Biljon, Allspring Global Investments, Senior Portfolio Manager, Global Fixed Income Team
00:32:06 – AI Trade Roars Back
00:36:15 – Latvia Sees Russia Expanding Sabotage Campaign Across Europe
00:41:29 – Novo Disappoints on Capital Markets Day
——–
More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.
Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/
Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/
More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio
Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals
Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts