Technology stocks are driving rallies in global equities as a wave of blockbuster earnings and deals highlights the relentless pace of investment in artificial intelligence.
Investors’ optimism was also buoyed by US President Donald Trump touting “Great Progress” toward a final peace deal with Iran. At a time when crude flows through the Strait of Hormuz remain at a near standstill, Brent slid on expectations that a settlement may be near. Bond yields fell in the US and Europe, while the dollar retreated against all major peers.
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 Track
00:00:22 – Market Check
00:02:25 – Oil Price Falls
00:05:11 – Stocks Rally on AI, Tech Momentum
00:07:16 – BMW Earnings Decline
00:09:09 – Diageo Earnings
00:12:37 – Anthropic Unveils AI Agents for Financial Services
00:13:03 – Macron Names Moulin Bank of France Governor
00:13:33 – Cruise Ship Hantavirus Outbreak
00:15:50 – Ahold Delhaize CEO
00:25:25 – Yen Moves Fuel Speculation of Further Intervention
00:25:25 – Philips CEO
00:33:59 – Infineon CFO
00:37:49 – US Ambassador to the EU on New Tariffs
00:47:49 – Stocks to Watch: Novo Nordisk, Zalando, Infineon
00:55:07 – Zalando Stock
01:02:41 – Spain Composite PMI
01:07:59 – Kongsberg CEO
01:17:41 – Continental CFO
01:24:34 – Novo Nordisk Stock Surge
01:29:00 – AMD is Leading Challenger to Nvidia
01:34:17 – Brent Crude Levels
01:34:41 – US Gas Prices Top $4.50 a Gallon
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