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.
On today’s show, Nvidia delivered a surprisingly strong revenue forecast and pushed back on the idea that the AI industry is in a bubble, easing concerns that had spread across the tech sector. The world’s most valuable company says it expects sales of about $65 billion in the January quarter – roughly $3 billion more than analysts predicted.
Stocks futures surged and the Nikkei 225 rose more than 3% after a robust sales forecast from the chip giant.
Bloomberg understands that White House officials are urging members of Congress to oppose a bill limiting Nvidia’s ability to sell AI chips to China and other adversary countries.
Bonds traders pared bets for a December rate cut after Fed minutes showed officials preferred to stand pat and the BLS cancelled the release of the October jobs report.
Meanwhile, the US Congress has passed a bill requiring the Justice Department to release all records tied to Jeffrey Epstein, including investigations and internal communications. President Trump had resisted the release, but over the weekend told Republicans to support it.
Today’s guests: Standard Bank Group Chair Nonkululeko Nyembezi & Marija Veitmane, Head of Equity Research at State Street Global Markets.
Chapters:
00:00:00 – Daybreak Europe 11/20/2025
00:04:14 – Nvidia Sales Forecast Counters AI Bubble Fears
00:07:11 – Nvidia Guidance Beat Powers Nasdaq Higher
00:10:36 – Asia Stocks Jump on Nvidia Earnings
00:12:41 – BNP Paribas Raises CET1 Ratio Target to 13% by 2027
00:16:29 – US Issues Warnings, Rejects Draft Communique
00:18:14 – Standard Bank’s G20 Priorities with Co-Chair Nyembezi
00:21:54 – Congress Officially Passes Epstein Files Bill, Sends to Trump
00:22:16 – US approves AI Chip Sales to UAE and Saudi Arabia
00:22:35 – Alphabet Jumps on ‘Rave Reviews’ for Gemini 3
00:26:10 – Huang: Want Opportunity To Reengage with China
00:29:22 – Nvidia Sees 4Q Revenue $65B +/-2%; Est. $62B
00:31:52 – State Street’s Veitmane: Tech Favorite Sector
00:38:24 – Trump Pushes Ukraine Peace Plan
00:42:11 – Lebanon PM: Ready To Go Back to Negotiations with Israel
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