AI Disruption Fears Spark Selloff; Novo Nordisk, AMD Drops After Earnings | Bloomberg Brief 2/4/2026
US equity futures take a breather from a global rout driven by stocks sensitive to potential disruption from Anthropic’s new automation tool. Investors await results from Alphabet and Qualcomm as AMD’s AI-fueled outlook disappoints. Shares of Novo Nordisk plunges as the drugmaker forecasts sales to fall as much 13% this year. Iran asks the US to move the scheduled diplomatic talks this week from Turkey to Oman and to limit the agenda to Tehran’s nuclear program. Stephanie Guild of Robinhood discusses the opportunities in software stocks amid the recent selloff.
Chapters:
00:00:00 – Bloomberg Brief
00:01:56 – First Look Movers
00:14:16 – Trending on the Terminal
00:19:14 – Front Page News
00:22:58 – First Look Movers
00:24:01 – Stephanie Guild, Robinhood Head of Investment Strategy
00:30:22 – Trending on the Terminal
00:42:35 – What to Watch
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