Stocks Rise After AI Sentiment Boost; Trump Shifts Tone on Ukraine | Bloomberg Brief 9/24/2025

US equity futures rise boosted by Alibaba on announcing more AI spending and on a collaboration with Nvidia. Micron climbs after giving an upbeat forecast that showed strong AI-related demand. President Trump expressed a sympathetic tone on Ukraine’s chances of reclaiming all territory taken by Russia, while saying NATO nations should shoot down Russian jets that violated their airspace. Max Kettner of HSBC discusses the equity rally momentum and Sitara Sundar of JPMorgan calls for a shift in portfolio strategy. “Bloomberg Brief” delivers the market news, data and analysis you need to set your agenda.

Chapters:
00:00:00 – Intro
00:02:05 – First Look Movers
00:04:05 – Max Kettner, HSBC Chief Multi-Asset Strategist
00:10:00 – Trending on the Terminal
00:19:58 – Front Page News
00:23:18 – First Look Movers
00:24:41 – Sitara Sundar, JPMorgan Private Bank Head of Alternative Investment Strategy
00:32:29 – Trending on the Terminal
00:42:32 – What to Watch
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