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, President Trump has warned Iran to make a nuclear deal with the US or face military strikes even worse than last June, increasing pressure on the regime and propelling oil prices higher.
Meta beat estimates, with its strong online ads business helping fund record AI investment. Meanwhile, Microsoft fell postmarket as underwhelming cloud sales took the shine off its capex spending. Tesla plans to invest $20 billion in 2026 on AI, robotics and autonomous driving, while halting production of its S and X models.
Deutsche Bank reported fourth-quarter fixed-income and currency revenue that beat estimates. SAP forecast cloud revenue will grow at least 23% this year and announced a €10 billion share buyback.
Today’s guests: Deutsche Bank CFO James Von Moltke & ABB CEO Morten Wierod.
Chapters:
00:00:00 – Daybreak Europe
00:00:19 – AI Under Scrutiny
00:05:23 – Fed Holds Rates With Waller, Miran Dissenting
00:09:11 – Fed Holds Rates as Window for Another Powell Cut Begins to Close
00:12:47 – Microsoft Drops AMID Slowing Cloud Growth
00:15:29 – Samsung Shares Fall Despite Five-Fold Profit Gain
00:19:20 – Xi Urges Starmer to ‘Rise Above Differences’ in Beijing Reset
00:20:18 – Trump Warns Iran Time is Running Out
00:24:06 – Deutsche Bank Raid Casts Cloud Over Record Year for Profit
00:27:57 – Deutsche Bank CFO James Von Moltke
00:35:13 – ABB CEO Morten Wierod
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