CoreWeave Quiets Doubts, US CPI Fuels Fed-Hike Bets

Traders piled back into the artificial intelligence trade, lifting US stock futures following strong results from beaten-down neocloud firm CoreWeave and robust demand for Anthropic’s initial public offering. The US bond market tumbled in yesterday's trade, sending short-term yields surging by the most in 19 months, after consumer prices rose at a faster-than-expected pace and Federal Reserve officials warned the central bank may need to increase interest rates more aggressively. 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 - Bloomberg's The Opening Trade Begins 00:01:23 - Tech Optimism, Inflation & Energy in Focus 00:01:40 - The Agenda: Anthropic's Blockbuster IPO, CoreWeave Lifts Sentiment 00:03:41 - The Agenda: US Inflation, Fed Officials Rattle Bond Markets 00:05:40 - The Agenda: European Energy, Renewables in Focus 00:08:08 - What to Watch 00:09:45 - Anthropic and CoreWeave Boost the AI Trade 00:14:00 - Allianz CIO Ludovic Subran on Inflation, Rates and Market Risks 00:21:56 - Need to Know 00:25:18 - EDP CEO Miguel Stilwell d'Andrade on Europe’s Energy Outlook and Renewables 00:36:56 - ECB Rate Hikes and the Inflation Challenge 00:39:04 - MLIV: Tech, AI and Fed Policy 00:42:39 - Stocks to Watch 00:46:13 - European Markets Open Higher 00:50:05 - UBS' Sonja Laud on Europe, AI Exposure and Bonds 01:03:56 - Vestas CEO Henrik Andersen on Earnings, Renewables and Data Centers 01:12:16 - European Stocks Rally on Renewed Tech Optimism 01:14:39 - Need to Know 01:15:46 - Anthropic IPO and CoreWeave Outlook 01:18:51 - Sunshine Lake's Donald Stalter on Investing in AI, Opportunities Beyond Silicon Valley 01:26:58 - COP31 Focuses on Turning Climate Pledges Into Action 01:32:35 - Day Ahead: Fed Rates, Anthropic and the Tech Trade -------- 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