SpaceX Results Reignite AI Trade, Meta Results on Deck
Bloomberg TelevisionUS stock futures rose after strong results from SpaceX eased concerns over whether a global investment spree in artificial intelligence can prove sustainable. Meta investors will be looking for any updates on the company’s artificial intelligence spending when it reports quarterly results on Wednesday after the market close. They’ll also be watching for signs that the company is making progress in offsetting those costs by monetizing its cloud business. 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 00:01:23 - The Agenda: Markets, SpaceX Earnings & AI Trade 00:03:43 - AI Stocks Rally & Jensen Huang in Berlin 00:06:12 - Breaking News: UK Inflation Comes in Hot 00:08:37 - What to Watch 00:10:22 - BlackRock CEO Larry Fink on Rates, Deficits & AI, BlackRock's Long-Term Investment Outlook How AI Could Transform Work & Retirement 00:21:25 - Need to Know: Netflix, Italy & European Market Headlines 00:25:23 - Black Forests Lab CEO Robin Rombach on Generative & Physical AI 00:33:59 - StoneX's Kathryn Ronney Vera on AI Spending, High Rates & the US Economy, AI's Impact on Inflation 00:41:52 - Stocks to Watch: EssilorLuxottica, Adidas & Carrefour 00:46:19 - European Markets Open 00:50:57 - Federated Hermes' Steven Chiavarone on Is the AI Trade a Bubble, US Midterms, AI Policy & Deficit Risks, 00:59:43 - European Tech & French Stocks 01:02:50 - Carrefour Hit by French Unrest 01:04:54 - French Riots, Elections & Market Risk 01:08:35 - EssilorLuxottica Earnings & AI Glasses 01:13:45 - Need to Know 01:14:55 - Silicon Data CEO & Founder Carmen Li on GPU & Token Pricing 01:23:36 - Tech Earnings & AI Financing Risks, UK Inflation & Bank of England Outlook 01:27:33 - Octopus Energy CEO Greg Jackson on UK Gas & Energy Policy, Britain's Grid Bottleneck 01:34:21 - UK Budget Preview & Closing Markets -------- 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