TSMC raises its full-year sales and spending outlook, signaling confidence in demand for chips and data centers. US equity futures slip on trader caution over the AI rally. JPMorgan Private Bank’s Sitara Sundar discusses the AI trade. HSBC’s Saul Martinez discusses takeaways from Wall Street’s strong quarter.
Chapters:
00:00:00 – Bloomberg Brief Begins; Opening Headlines
00:00:45 – Global Market Check: Asia Market Update: Korea ETF Crackdown & Apple Intelligence, Europe Markets: UK Chancellor Speculation
00:03:50 – US Market Preview: AI Rotation, Inflation & Middle East
00:05:03 – First Look Movers: TSMC, United Airlines & Psychedelic Drug Maker
00:06:26 – TSMC Earnings Analysis: AI Demand and Chip Sector Rotation, Netflix Earnings Preview
00:11:27 – US Airstrikes on Iran & Strait of Hormuz Shipping Risks
00:14:44 – Trending on the Terminal
00:16:00 – US Trade Representative Jamieson Greer on US-China Trade, Rare Earths & Manufacturing
00:19:46 – Front Page News
00:20:56 – Market Reset: TSMC, Inflation & AI Trade
00:23:39 – Why TSMC Shares Fell Despite Strong Results, South Korea’s ETF Restrictions Explained
00:26:31 – Sitara Sundar, JPMorgan Private Bank Head of Alternative Investment Strategy, on Investing Through the AI Cycle
00:33:39 – Trending on the Terminal: Iran, Uber & Wildfires
00:35:16 – Saul Martinez, HSBC Head of US Financials Research, on Bank Earnings and Wall Street Strength
00:42:08 – What to Watch Ahead Today: Earning Calendar and Market Outlook
——–
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