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, the US stepping up pressure on Russian president Putin by targeting its biggest oil producers, including Rosneft and Lukoil. The move is a U-turn for US President Donald Trump. Tesla’s profit plunged as rising costs undercut a record quarter of vehicle sales. Shares dropped in extended trading with analysts saying there is not much to inspire investors and questioning the timeline to develop new businesses like AI and robots. Europe’s most valuable software company SAP reported third-quarter cloud revenue that missed estimates. It’s a sign that trade disputes and a weaker economy are weighing on sales.
Today’s guests: Volvo Cars CEO Håkan Samuelsson & Ilkka Paananen, Co-founder and CEO of Supercell
Chapters:
00:00:00 – Daybreak Europe
00:00:48 – Nokia Profit Surges Past Estimates As AI, Cloud Demand Grows
00:01:29 – STMicro’s Guidance Miss Adds to Signs of a Stalled Chip Recovery
00:02:20 – Volvo Cars Profit Unexpectedly Rises on Cost-Cutting Success
00:03:19 – Roche Raises Forecast and Points to New Drugs for Growth
00:06:10 – Oil Jumps as Trump Steps Up Pressure on Russia With Sanctions
00:08:01 – Airbus, Leonardo, Thales Sign MOU for Space, Satellite Player
00:08:35 – US Considers Broad Software Curbs on China
00:10:00 – Asian Stocks, Gold Retreat as Momentum Unwinds
00:10:55 – Momentum Slows as Broader Market Weakens
00:12:08 – IBM’s Key Cloud Software Unit Slows
00:12:55 – Elon Musk Hijacks Tesla Earnings Call to Pitch $1 Trillion Pay Plan
00:13:26 – Tesla’s Profit Tumbles After Costs Undermine Record EV Sales
00:15:49 – Håkan Samuelsson, Volvo Car CEO
00:21:05 – Kering 3Q Sales Fall Less Than Expected
00:21:24 – Google Unveils Quantum Computing Breakthrough on Willow Chip
00:21:45 – Beyond Meat Whiplashes Traders as Dizzying Rally Falters
00:26:08 – SAP 3Q Cloud Revenue Misses Estimates
00:28:07 – STMicro 4Q Net Revenue Forecast Misses Estimates
00:29:48 – Ilkka Paananen, Supercell CEO
00:38:14 – The Big Take: China’s AI Ambitions Reach Africa With DeepSeek Push
00:45:05 – Momentum Plays Are Cracking
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