TSMC Earnings Beat; Anthropic Says It's Now Profitable

Bloomberg Television1 hour ago47:03

Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from Brussels, 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, trading on South Korea's Kospi was halted after it fell more than 8%. Investors now pricing in more Fed rate hikes after US inflation came in hot. TSMC reported third quarter net income that beat estimates and has maintained its 2026 capex plan of between $60 billion and $64 billion. And Bloomberg has learnt that Anthropic has told prospective investors that its third-quarter revenue hit $16.8 billion, turning it profitable on an adjusted basis. Today's guest: Anjali Sardana, Pronto, Founder & CEO; Per Narvinger, Ericsson, CEO. Chapters: 00:00:00 - Daybreak Europe 00:02:38 - Treasuries Rally on Haven Demand 00:04:50 - CoreWeave’s Big Dream Crashes Into Reality as Yields Top 15% 00:09:55 - Kallenius: EU-China Auto Deal Pragmatic Agreement 00:14:10 - Bloomberg New Economy Forum in India 00:17:00 - Anjali Sardana: Pronto Co-Founder & CEO 00:21:43 - Huang: Cost of a Token Decreasing 30 to 40 Times Per Year 00:25:15 - TSMC’s Outlook Beats Estimates in Affirmation of AI Buildout 00:31:07 - Volkswagen Eyes Expansion Into US Markets 00:36:01 - Valterra's Value for Money Strategy 00:40:01 - Per Narvinger, Ericsson CEO -------- 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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