US equity futures fall after Alphabet’s plan to spend up to $205 billion this year revives concerns over the soaring cost of AI, while Tesla also boosts investment to accelerate its AI ambitions. Brent crude climbs towards $100 a barrel after Houthi militants attacked two Saudi Arabian oil tankers in the Red Sea. Stephanie Roth of Wolfe Research discusses her outlook for inflation amid rising oil supply risks.
Chapters:
00:00:00 – Bloomberg Brief Begins, Opening Headlines: AI Spending, Tesla & Oil Surge
00:00:50 – Global Market Check: Asia Markets Update with Winnie Hsu
00:02:03 – Oil Rally, European Markets & Bond Yields
00:04:16 – First Market Movers: Alphabet, Tesla & Casino Stocks
00:05:38 – Alphabet’s AI Spending Sparks Investor Concerns
00:08:03 – AI Cybersecurity & OpenAI Discussion
00:09:07 – Houthi Attacks Threaten Red Sea Shipping
00:12:26 – Trump Administration Targets Fed’s Michael Barr
00:14:45 – Trending on the Terminal: SK Hynix, BNP Paribas & UniCredit
00:16:49 – Tesla’s First Cash Burn in Two Years
00:18:36 – Daimler Raises Outlook on Tariff Relief
00:19:50 – Front Page News Roundup
00:21:38 – Market Open Preview: AI Spending & Oil Risks
00:24:31 – Stephanie Roth, Wolfe Research Chief Economist, on Fed, Inflation, Oil
00:32:31 – Trending on the Terminal
00:34:45 – Iran Conflict & Red Sea Shipping Escalation
00:35:46 – Washington Update: Fed Investigation & Stock Trading Ban
00:37:27 – Alphabet AI Spending Deep Dive
00:40:14 – Intel Outlook & AI Infrastructure
00:41:58 – What’s Ahead Today: ECB Decision, Earnings & Market Preview
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