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.
Asian stocks fell and US equity index futures edged lower after the Nasdaq-100 Index entered a correction. Downbeat results from Palantir and Apple added to negativity in the tech trade.
US voters head to the polls in the US midterm elections, as President Trump faces the biggest political test of his second term as the Democratic Party targets control of Congress.
Plus, Iran President Masoud Pezeshkian said his government has been granted more authority by the country’s supreme leader to pursue peace talks, as President Donald Trump hinted at progress in negotiations.
Today’s guest: George Pollack, Signum Global Advisors, Partner & Senior Analyst, US & Canada Policy.
Chapters:
00:00:00 – Daybreak Europe
00:00:15 – Tech Under Pressure
00:03:09 – Asian Stocks Drop on US Tech Jitters, Yuan Weakens
00:06:14 – US Tech Stocks Enter Correction on AI and Midterm Election Risks
00:10:33 – Palantir’s Outlook Signals a Slowdown in AI-Fueled Sales Growth
00:17:03 – Khamenei Empowers Talks as Trump Says Iran Deal Could Happen
00:19:10 – .S. Strikes Iran’s Qeshm Island as Trump Talks Down War Risks
00:22:35 – Bravo: Ton of Value to be Unlocked With OpenAI
00:27:36 – Democrats Expected to Make Gains in US Midterms
00:30:46 – George Pollack, Signum Global Advisors, Partner & Senior Analyst, US & Canada Policy
00:36:56 – Impact for Companies With US Revenue Exposure
00:41:11 – Solomon: Very Robust Demand for AI Deals
00:45:07 – Gold Hovers Near One-Year Low
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