Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, 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.
Today’s guests: Pierre Barnabe, Soitec, Chief Executive Officer; Nikola Mrksic, PolyAI, CEO & Co-Founder.
Chapters:
00:00:00 – Daybreak Europe
00:00:13 – Nvidia Says New Chip Remains on Track After Forecast Disappoints
00:02:27 – Nvidia’s Blackwell Demand Sparks TSMC 2025 Capacity Race
00:06:38 – Dollar-Yen Sets Up Dip Buying Window Ahead of BOJ’s Ueda
00:07:33 – Gautam Adani Charged by US Over Alleged $250 Million Bribe Plot
00:10:11 – Sagar Adani on DOJ Probe
00:12:54 – US Treasuries Slide After ‘Unloved’ 20-Year Bond Auction
00:14:08 – ECB Dove Eyes Expansionary Terrirory
00:16:27 – Soitec Cuts FY Capital Expenditure Forecast
00:17:14 – Pierre Barnabe, Soitec, Chief Executive Officer Speaks to Bloomberg
00:23:25 – China Ship Stirs Suspicions After Baltic Sea Cables Damaged
00:23:45 – HSBC Said to Shelve Plans for Trading, Financing Carbon Credits
00:26:35 – Ukraine Fires UK Storm Shadow Missiles at Russia for First Time
00:29:06 – Biden White House Seeks to Cancel $4.6 Billion of Ukraine’s Debt
00:31:22 – European Union Poised to Approve French Budget for 2025
00:33:30 – Bill Hwang Sentenced to 18 Years in Prison in Archegos Case
00:34:20 – Duct-Taped Banana Sells for $6.2 Million at Sotheby’s New York
00:37:10 – Nikola Mrksic, PolyAI, CEO & Co-Founder Speaks to Bloomberg
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