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.
On today’s show, ASML says supply won’t meet demand for its chipmaking machines out to 2028. This as Europe’s most valuable company raised its full-year sales forecast. CEO Christophe Fouquet says they’re looking at ways to increase capacity.
Nvidia’s CEO Jensen Huang has announced plans to invest $2 billion in European deals during a tour of the region.
And Saudi Aramco’s executive headquarters in eastern Saudi Arabia was hit during a missile attack by Yemen’s Houthi militants.
Today’s guests: Anita Anand, Canadian Foreign Minister; Cathie Wood, ARK Invest Founder, CEO & CIO; Gan Kim Yong, Singapore Deputy Prime Minister and Trade & Industry Minister.
Chapters:
00:00:00 – Daybreak Europe
00:02:04 – ASML Raises Sales Outlook as AI Drives Demand
00:07:37 – Oil Rises as Middle East Attacks Increase Uncertainty Over Flows
00:11:09 – JPMorgan Posts Surprise Drop in Fixed-Income Trading Revenue
00:15:22 – Fed’s Williams Currently Sees No Need for Rate Hike in 2027
00:19:34 – Anita Anand, Canadian Foreign Minister
00:26:43 – ASML Says It Can’t Keep Up With AI Demand for Chip Tools
00:30:52 – Cathie Wood, ARK Invest. Founder, CEO & CIO
00:39:57 – Gan Kim Yong, Singapore Deputy Prime Minister and Trade & Industry Minister
00:45:22 – Gan: See Asean Power Grid as Multi-Decade Project
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