AI Fears Roar Back, Tech Earnings on Deck
Bloomberg TelevisionA 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