AI Trade Jitters Return, Oil Gains After Deadly Saudi Attacks

Bloomberg Television7 hours ago45:28

Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from Berlin, 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, global stocks fell after a mixed start to US tech earnings failed to calm nerves around the AI trade. Meta doubled down on its investment plans, boosting its capital spending forecast for the year. Meanwhile Tesla is pulling back, as it pivots from EVs to artificial intelligence and robotics. Oil advanced after deadly Houthi attacks in Saudi Arabia. Two people were killed in a drone strike on an Aramco oil field and one person died in an attack on an airport. The US has ordered non-emergency personnel and their families to leave the country. Today's guests: Francisco Blanch, Bank of America, Head of Global Commodities & Derivatives Research; Christian Keller, Barclays, Head of Economic Research. Chapters: 00:00:00 - Daybreak Europe 00:00:29 - Meta Goes Big 00:03:32 - French Bond Yields Hit Highest Since 2002 00:06:43 - AI Spending in Focus Amid Mixed Megacap Earnings 00:10:23 - Cloud Growth Beats Forecast 00:13:49 - Oil Rises as Deadly Saudi Attacks Fan Middle East Supply Fears 00:17:52 - Francisco Blanch, Bank of America, Head of Global Commodities & Derivatives Research 00:23:02 - Italy Approves Aid for Cheeses-Off Truckers 00:28:08 - Christian Keller, Barclays, Head of Economic Research 00:35:14 - Putin Signals New Ukraine Peace Talks 00:38:54 - UK Banks Gird for Pushing Taxes as Profit Set to Push Higher 00:41:39 - Huang on AI Adoption in Europe -------- 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

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