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 earnings match forecasts, but blockbuster sales growth decelerates after two years of booming AI spending. Shares in the world’s most valuable company slide after hours. Bloomberg learns Mexico plans to raise tariffs on Chinese imports after months of pressure from President Trump. Plus, North Korean state news reports leader Kim Jong Un will visit China next week to participate in China’s Victory Day celebrations.
Today’s guest: Marija Veitmane, Head of Equity Research at State Street Global Markets.
Chapters:
00:00:00 – Daybreak Europe
00:03:09 – Nvidia Forecasts Decelerating Growth After Two-Year AI Boom
00:07:17 – Nvidia Can’t Pay US 15% Unless Trump’s Plan Formalized, CFO Says
00:13:01 – France’s Bayrou Calls for Talks And Warns Against Snap Elections
00:16:30 – Mexico to Raise Tariffs on Imports From China After US Push
00:18:10 – North Korea’s Kim Jong Un Will Attend China’s Military Parade
00:22:02 – Navarro Calls Ukraine ‘Modi’s War’ Over Russian Oil Buying
00:27:08 – Nvidia Lost $4 Billion in Revenue After China Sales Blocked
00:31:58 – Marija Veitmane, Head of Equity Research at State Street Global Markets
00:42:40 – Europe Car Sales Gain Most in 15 Months
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