Korea Set for Record Surge as Global AI Momentum Returns | Daybreak Europe 7/31/2026

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. On today's show, Korea's Kospi head for its biggest ever gain as investors dive back into the AI trade. Aggressive spending forecasts from Amazon helped drive a powerful rally in global chip stocks. The Bank of Japan has held its benchmark interest rate and upgraded its economic growth forecast. This a day after Japan intervened to support the yen triggering the biggest intraday move higher for the currency since 2023. And US President Donald Trump says his US-led Board of Peace has reached a deal for Hamas to disarm, but there are questions about the extent of the agreement, and when will it will take effect. Today's guests: Thomas Buberl, AXA, CEO; Lauren van Biljon, Allspring Global Investments, Senior Portfolio Manager & Martin Fischer, Forvia, CEO. Chapters: 00:00:00 - Daybreak Europe 00:03:20 - Korea's Kospi Surges by Most on Record 00:06:26 - Supply Shortages Hit Apple Forecast 00:10:10 - Hamas Disarmament Deal 00:14:21 - Thomas Buberl, AXA, CEO 00:20:16 - AI Selloff Hits Aschenbrenner Fund 00:22:39 - Anthropic AI Hacked Three Organizations During Tests 00:25:52 - Yen Loses Ground as BOJ Holds Rates 00:29:13 - Lauren van Biljon, Allspring Global Investments 00:35:16 - Martin Fischer, Forvia, CEO 00:41:19 - Age of Unstoppable Wildfires Has Reached 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