Microsoft Races to Fix Outage, Stocks Slip of Inflation Test

Microsoft is struggling to restore access to its flagship software half a day after an outage began, leaving users unable to access email and chat services in one of the tech giant’s most severe disruptions in recent memory. US stock futures edged lower ahead of inflation data that will cap a dramatic week of mounting bets on Federal Reserve interest-rate hikes and the ouster of Jensen Huang at Nvidia. 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. Correct: Graphic edited at 00;34;36;07 to update Lagarde departure month. Chapters: 00:00:00 - Bloomberg's The Opening Trade Begins 00:01:16 - Nvidia Fallout and Jensen Huang’s Departure 00:04:05 - The Agenda: Anthropic IPO Draws Huge Investor Demand 00:06:10 - The Agenda: Oil, Treasury Yields and Fed Tightening 00:08:48 - What to Watch 00:10:22 - What Jensen Huang’s Exit Means for Nvidia 00:11:22 - Société Générale's Manish Kabra on the AI Trade and Market Rotation 00:15:31 - Société Générale's Manish Kabra on Treasury Yields and the Outlook for AI Stocks 00:18:25 - Société Générale's Manish Kabra on Europe Emerges as an Alternative for Investors 00:20:03 - Need to Know: Ukraine Peace Talks, Tesla-SpaceX and Microsoft Outage 00:23:10 - European Markets and Nvidia’s Impact on ASML 00:24:30 - ING's Marieke Blom on US-China Chip Restrictions, ASML’s Importance to the Dutch Economy 00:31:56 - Ukraine Peace Talks and Europe’s Seat at the Table, ECB Succession in Focus 00:36:52 - MLIV: Markets Assess the Nvidia Fallout, Bond Yields, Fed Hikes and Global Markets 00:40:18 - European Stocks to Watch 00:42:45 - Microsoft Outage Disrupts Global Businesses 00:47:07 - European Markets Open 00:49:02 - JPMorgan's Nataliia Lipikhina on European Stocks and AI, Tech, Hyperscalers and the AI Capex Outlook 00:54:45 - JPMorgan's Nataliia Lipikhina on Anthropic IPO and the Broader AI Story 00:57:23 - European Stocks on the Move 01:02:04 - Microsoft Outage and Nvidia Chip Investigation 01:04:48 - Nvidia Fallout and Anthropic’s IPO 01:06:06 - Richemont Earnings and Luxury Demand 01:09:10 - Weekend Preview -------- 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