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Who are the winners and losers in AI?
3:39
Bloomberg Television
Who are the winners and losers in AI?
JPMorgan Core Plus Bond ETF Portfolio Manager Priya Misra says it's too soon to say who the winners and losers are yet when it comes to artificial intelligence stocks. That's why she says it's so important to have a diverse portfolio that includes fixed income. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
Published Dec 12, 2025
UBS Shares Surge as Lawmakers Push for Weaker Capital Rules
4:11
Bloomberg Television
UBS Shares Surge as Lawmakers Push for Weaker Capital Rules
A group of influential Swiss lawmakers proposed watering down the capital demands that the country wants to impose on UBS Group AG, sending shares to a 17-year high as investors bet the initiative will ultimately pave the way for a compromise. UBS had said the original plan could hurt the bank and economy. Bloomberg's Sridhar Natarajan reports. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
Published Dec 12, 2025
Broadcom Reignites AI Jitters & UBS Gets a Policy Boost | The Opening Trade 12/12
1:36:12
Bloomberg Television
Broadcom Reignites AI Jitters & UBS Gets a Policy Boost | The Opening Trade 12/12
Chip maker Broadcom's failure to meet investor's lofty AI expectations drives its shares and Nasdaq futures lower, a day after Oracle's big stumble. This came after a record close for the S&P following the Fed rate cut. Swiss banking giant UBS saw its shares soar after local lawmakers propose favorable changes that could impact the lender's ability to meet capital requirements. The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards and Guy Johnson. Chapters: 00:00:01 - The Opening Trade 00:00:51 - Market Check 00:03:40 - Broadcom Fails to Satisfy Investors 00:05:41 - Fed Reappoints Bank Presidents 00:07:33 - Oil Tremors, Geopolitics 00:09:58 - UK Services Index 00:09:59 - Disney Licenses Characters to OpenAI 00:15:21 - S&P Record Highs 00:24:05 - Schneider Electric CFO 00:35:04 - ASML CEO on AI Growth 00:47:29 - Stocks to Watch: UBS, ASML, Standard Chartered 01:04:54 - UBS Shares Rise, Lawmakers Float at AT1 Compromise 01:07:49 - Lululemon Earnings 01:16:44 - Must be Prepared for Scale of War: NATO's Rutte 01:20:29 - Russian Frozen Assets Deal 01:30:34 - UK Economy Shrunk Again in October -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
Published Dec 12, 2025
Broadcom Falls on AI Market Sales; US Willing To Aid Ukraine's Security | Bloomberg Brief 12/12/2025
42:55
Bloomberg Television
Broadcom Falls on AI Market Sales; US Willing To Aid Ukraine's Security | Bloomberg Brief 12/12/2025
US equity futures remain steady after hitting fresh records with some pullback from tech. Shares of Broadcom falling after its sales outlook for the AI market failed to meet investors' expectations. President Trump said the US would be willing to contribute assistance to Ukraine's security as part of the peace plan. Seema Shah of Principal Asset Management is positive on the broad AI trade, but expects concerns surrounding it to persist. Chapters: 00:00:00 - Bloomberg Brief 00:01:55 - First Look Movers 00:13:32 - Trending on the Terminal 00:19:14 - Front Page News 00:22:40 - First Look Movers 00:24:35 - Seema Shah, Principal Asset Management Chief Global Strategist 00:31:26 - Trending on the Terminal 00:42:16 - What to Watch -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
Published Dec 12, 2025
UBS Jumps on Potential Capital Compromise, Broadcom Disappoints | The Pulse 12/12/2025
46:53
Bloomberg Television
UBS Jumps on Potential Capital Compromise, Broadcom Disappoints | The Pulse 12/12/2025
UBS shares hit their highest in 17 years after a group of influential Swiss lawmakers proposed watering down the government's capital demands. They've presented recommendations that would allow UBS to use a kind of junior debt known as AT1 bonds, instead of equity, to meet potentially fresh capital requirements envisioned by the Swiss government. The Nvidia-rival Broadcom has disappointed with a sales outlook that failed to meet expectations. The shares slid about 5% in premarket trading, after unsettling commentary from CEO Hock Tan during a conference call with analysts. Tan declined to give an AI revenue forecast for next year, saying it was hard to pinpoint what 2026 would look like. Plus President Trump says the US is willing to help Ukraine as part of a security agreement to end the war with Russia. But he continued to express frustration with the pace of talks. Ukraine's President Volodymyr Zelenskiy has floated the idea of allowing Ukrainians to vote on handing the Donbas region to Russia. Today's guests: Luis Oganes, JPMorgan Head of Global Macro Research; Alicia García-Herrero, Natixis Chief APAC Economist; Michael Haigh, SocGen CIB, Head of FIC & Commodities Research; Nike Trost, Financial Conduct Authority Head of Wholesale Buy-Side --- "The Pulse" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Chapters: 00:00:00 - The Pulse with Francine Lacqua 12/12/2025 00:00:42 - UBS Shares Rise As Swiss Lawmakers Float AT1 Compromise 00:02:59 - Broadcom Shares Slide After AI Sales Outlook 00:04:00 - Trump Says US Would Help Ukraine’s Security in Peace Plan 00:08:00 - EM Local Markets Offer Opportunities in 2026 00:10:02 - China To Impose Export License on Some Steel Products Jan. 1 00:13:53 - Staying Bullish On Emerging Markets 00:16:38 - China’s Export Economy Continues to Grow 00:22:59 - Copper Hits Record High on Supply Fears 00:30:04 - ASML and the AI Arms Race 00:31:55 - Bulgaria Sees Political Turmoil Ahead of Euro Entry 00:34:20 - Microsoft’s AI Head Watching Circular Deals 00:35:42 - Chinese Brands Go Global 00:38:28 - Theresa May on Rise of Populism 00:40:29 - FCA Shakes Up Retail Rules To Boost British Investing -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
Published Dec 12, 2025