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.
Global stocks rebounded from a two-day slide as Micron’s blowout sales forecast reignited enthusiasm for the AI trade. The largest US maker of computer memory chips surged in late trading.
Brent oil erased all of its wartime gains after flows through the Strait of Hormuz ramped up following progress on a US-Iran peace deal.
And NATO Secretary General Mark Rutte played to President Donald Trump’s love of praise and splashy visuals during a visit to Washington that was aimed at easing the US leader’s anger over alliance nations’ reluctance to help with the campaign against Iran.
Today’s guests: Modupe Adegbembo, Economist, Jefferies; Edwin Millar, Climate Economist, Bank of England & NGFS Climate Economist.
Chapters:
00:00:00 – Daybreak Europe
00:00:58 – Stocks Jump as Micron Outlook Fuels AI Optimism
00:04:58 – SK Hynix Surges 12% as US Listing Plan Boosts Valuation Hopes
00:12:46 – Brent Oil Erases Wartime Gains as Hormuz Reopening Boosts Supply
00:17:10 – Rutte: Europe is Stepping up
00:19:56 – Competition in Value Fashion Becoming More Acute
00:22:27 – Anthropic Accuses Alibaba of AI Model Abuse
00:25:06 – Stocks Rally as Micron Revives AI Bets, Oil Slumps
00:28:35 – Burnham Team Looks at Treasury Breakup, BoE Reforms
00:31:37 – Modupe Adegbembo, Economist, Jefferies
00:39:49 – Edwin Millar, Climate Economist, Bank of England & NGFS Climate Economist
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