A rebound in the artificial intelligence trade sputtered after the dismal debut of a South Korean data center firm revived concerns about whether the technology’s spending boom can last.
Seoul’s Kospi Index fell 3.8% on a fresh bout of weakness in two of the world’s biggest memory makers, Samsung Electronics Co. and SK Hynix Inc. AI infrastructure group Elice Inc. suffered the worst opening day for a sizable company on the bourse, even after an initial public offering that was 400 times subscribed.
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 Anna Edwards, Guy Johnson and Tom Mackenzie.
Chapters:
00:00:00 – The Opening Trade Begins: Markets Preview: Tech Weakness & European Outlook
00:04:08 – France’s Political Turmoil & Bond Market Risks
00:06:05 – German Chancellor Friedrich Merz on Russia, China & Europe
00:07:54 – Breakings News: UK Labour Market & Bank of England Outlook
00:09:40 – What to Watch
00:11:56 – France Protests, Curfews & Political Risk
00:15:35 – BNP Paribas’ Camille de Courcel on Investing in French Bonds Amid Political Uncertainty,
00:21:32 – Need to Know: Trump, Putin & Xi Summit Prospects
00:25:11 – Societe Generale’s Manish Kabra on the AI Trade & Tech Earnings, Bond Yields, Credit Risk & the Fed
00:32:52 – German Chancellor Friedrich Merz Warns Europe Is Underestimating Russia
00:34:33 – Francine Lacqua on Merz, Russia & German Investment
00:38:58 – Asia Tech Selloff & South Korean IPO Slump, Strong Demand for Japanese Government Bonds: MLIV
00:42:29 – Stocks to Watch
00:45:48 – European Markets Open
00:50:10 – JPMorgan’s John Bilton on AI, Productivity & Long-Term Investing, Tech Valuations, Returns & Dot-Com Comparisons
00:59:14 – European Stock Movers: Schneider, ABB & Anglo American
01:02:45 – BHP, Copper Supply & Chile Mining Disruptions Copper Tariffs & Market Volatility
01:05:43 – UK Labour Market & Bank of England Rate Outlook, UK Budget, Taxes & Inflation
01:11:13 – European Markets: Tech & Industrials Under Pressure
01:13:24 – Need to Know
01:14:28 – France Curfews & Risk of Further Unrest
01:16:52 – Citi’s Giada Giani on France’s Budget & Bond Market Risks, France’s Fiscal Reform & 2027 Elections, European Gas Prices & ECB Rate Outlook
01:27:59 – Tech Earnings Preview: Netflix & SpaceX, AI Financing Risks & Equity Strategy
01:30:25 – Oil, Bonds & the Growth Outlook, UK Inflation & Bank of England Expectations
01:34:29 – Closing Takeaways
——–
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