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Oracle Rekindles AI Fears, Fed Cuts Amid Dessent | The Opening Trade 11/12
1:36:01
Bloomberg Television
Oracle Rekindles AI Fears, Fed Cuts Amid Dessent | The Opening Trade 11/12
European software stocks opened lower today after Oracle fell in late trading as it reported a jump in spending on AI data centers and other equipment, rising outlays that are taking longer to translate into cloud revenue than investors want. The Oracle share drop countered earlier positive sentiment across equities after Fed Chair Jerome Powell cut rates by 25 basis points, amid dissenting votes from Fed policymakers. 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 00:00:46 - Market Check 00:04:13 - Fed Cuts with Three Dissents 00:07:02 - Oracle Earnings Disappoints 00:08:11 - US, Venezuela Oil 00:11:01 - Machado Arrives in Oslo 00:11:33 - Mexico Tariffs 00:12:06 - Ukraine Revised Peace Plan 00:14:17 - Fed Warns on Labor Market 00:26:00 - Oracle, AI Bubble Fears 00:40:46 - Maybe Weakness Isn't All Oracle's Fault: 3-Minutes MLIV 00:47:46 - Stocks to Watch: Schneider Electric, Orsted, Brunello Cucinelli 01:05:35 - Oracle Revenue 01:09:19 - US Seizes Oil Tanker Off Venezuelan Coast 01:17:17 - Visa, JPMorgan Among Firms Betting on Canary Wharf 01:27:49 - Portuguese Finance Minister on Frozen Russian Assets -------- 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 11, 2025
Oracle Results Rekindle AI Concerns; US Seizes Sanctioned Oil Tanker | Bloomberg Brief 12/11/2025
43:24
Bloomberg Television
Oracle Results Rekindle AI Concerns; US Seizes Sanctioned Oil Tanker | Bloomberg Brief 12/11/2025
US equity futures fall on tech valuation jitters fueled by earnings from Oracle after the S&P 500 posted its biggest gain on a Fed decision day since March. Oracle results show disappointing cloud sales and a jump in AI spending. US forces intercepts and seizes a sanctioned oil tanker off the coast of Venezuela, escalating tensions between the two nations. Marvin Loh of State Street discusses the Fed's rate path. The Federal Reserve is in a communication blackout period. The officials' remarks listed in "What to Watch" are scheduled for the next day. Chapters: 00:00:00 - Bloomberg Brief 00:01:55 - First Look Movers 00:09:54 - Trending on the Terminal 00:19:03 - Front Page News 00:22:48 - First Look Movers 00:24:39 - Marvin Loh, State Street Senior Global Macro Strategist 00:31:49 - Trending on the Terminal 00:41:24 - 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 11, 2025
Silent Dissenters as Fed Cuts, US Seizes Sanctioned Oil Tanker off Venezuela | The Pulse 12/11/2025
47:14
Bloomberg Television
Silent Dissenters as Fed Cuts, US Seizes Sanctioned Oil Tanker off Venezuela | The Pulse 12/11/2025
The US Federal Reserve cut rates by a quarter percentage point for the third consecutive time. The vote was split 9-3 and details from the meeting show growing division among policymakers. The Fed maintained its outlook for just one cut in 2026, but the wording of its statement was subtly altered to suggest greater uncertainty around the timing. The US military seized an oil tanker off the coast of Venezuela, in a serious escalation of tensions. The tanker was sanctioned by the US in 2022, for supporting Iranian oil exports. Venezuela's leaders described it as "blatant theft" and an "act of piracy." Plus Oracle shares plummeted after the AI bellwether reported second quarter earnings that disappointed. Spending on AI data centers will be around $50 billion in the fiscal year ending May 2026 - that's 40% higher than forecast in September. At the same time, cloud revenue fell short of analysts' estimates. Today's guests: Derek Halpenny, MUFG, Global Markets Head of Research; Noubar Afeyan, Flagship Pioneering Founder & CEO and Moderna Co-Founder; Jimmy Wales, Wikipedia Co-Founder; Jim O'Neill, UK House of Lords Members and former Goldman Sachs Asset Management Chairman --- "The Pulse With Francine Lacqua" 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 12/11/2025 00:01:31 - Powell Signals Slowdown in Pace of Cuts 00:03:26 - US Economy Not Looking As Good As Forecasts: Halpenny 00:09:20 - Venezuela & US Tensions Escalate Over Tanker 00:12:44 - Impact of Vaccine Skepticism 00:15:06 - Moderna Charts Post-Pandemic Future 00:23:02 - Oracle Spending Jumps, Sales Disappoint 00:25:28 - In Conversation with Wikipedia Co-Founder Jimmy Wales 00:34:28 - Exclusive: ASML CEO Says AI Boom Spending Justified 00:39:26 - Preview: Theresa May on “Leaders with Francine Lacqua” 00:40:31 - Reeves Calls Out ‘Damaging’ Budget Leaks -------- 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 11, 2025
Maybe Weakness Isn't All Oracle's Fault: 3-Minutes MLIV
3:22
Bloomberg Television
Maybe Weakness Isn't All Oracle's Fault: 3-Minutes MLIV
Anna Edwards, Guy Johnson and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." Chapters: 00:00:00 - MLIV 00:00:07 - Stock Market Negativity, Oracle 00:01:08 - Fed Policy Next Year 00:02:06 - S&P Futures, AI Bubble 00:02:31 - Next Week: ECB, Bank of England, Bank of Japan -------- 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 11, 2025
Oracle Drags Markets Lower; Labor Risks Weigh on Dollar | Horizons Middle East & Africa 12/11/2025
46:03
Bloomberg Television
Oracle Drags Markets Lower; Labor Risks Weigh on Dollar | Horizons Middle East & Africa 12/11/2025
Equity markets cheer as the Fed cuts rates by 25 basis points, with Jerome Powell touting the US economy's resilience, but President Trump thinks the cut is not enough. The dollar suffers its worst day in nearly three months as the Fed chair highlights labor market risks while downplaying inflation concerns. Oracle shares fell in afterhours trading after the company reported increased AI data center outlays and disappointing cloud sales. Plus US forces intercept and seize a sanctioned oil tanker off the coast of Venezuela, a move that could make it much harder for the oil-rich nation to export its crude. Guests include: Shuaa Capital's Aarthi Chandrasekaran, and Omotunde Lawal from Barings. Horizons Middle East & Africa is your daily spotlight on one of the world's fastest-growing regions. Live from Dubai, we bring you the latest global markets and analysis, plus news-making interviews, with a special focus on MEA. All that and more, as you head to the office in the Gulf, pause for lunch in Hong Kong, or start your day in London or Johannesburg. Chapters: 00:00:00 - Introduction 00:06:27 - Aarthi Chandrasekaran, Shuaa Capital, Head of Public Markets (correction made to update guest title from original airing) 00:14:20 - US forces intercept, seize sanctioned oil tanker off Venezuelan coast 00:18:46 - Oracle shares tumble amid investor disappointment 00:28:22 - Egypt annual inflation cools in November 00:32:22 - Omotunde Lawal, Barings, Head of EMEA Corporate Credit and Emerging Markets Corporate Debt 00:38:34 - US envoy says Turkey must abandon Russian missiles to get F-35 jets -------- 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 11, 2025
US Seizes Tanker Near Venezuela, Oracle Disappoints & Fed Cuts | Daybreak Europe 12/11/2025
47:05
Bloomberg Television
US Seizes Tanker Near Venezuela, Oracle Disappoints & Fed Cuts | Daybreak Europe 12/11/2025
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. On today's show, Oracle shares fell more than 10% in extended trading after the company reported a jump in AI spending on data centers and equipment. It follows fiscal second-quarter earnings which fell short of analysts' estimates. The Fed delivered its third rate cut in a row, with policymakers maintaining their outlook for just one cut next year. Fed Chair Powell voiced optimism that the US economy will strengthen, as the inflationary impact from tariffs fades away. Meanwhile, US forces intercepted and seized a sanctioned oil tanker off the coast of Venezuela, marking a serious escalation of tensions between the two countries. Today's guests: Aneeka Gupta, Director of Macroeconomic Research at WisdomTree. Chapters: 00:00:00 - Daybreak Europe 12/11/25 00:02:46 - Asian Markets Check 00:05:27 - Oracle Drops on Disappointing Cloud Sales 00:09:30 - Fed Cuts Rates with Three Dissenters 00:16:55 - Scoop: US Seize Sanctioned Oil Tanker Off Venezuela Coast 00:21:31 - Disney’s Walden: We can Co-Exist with Netflix 00:26:44 - Fed Cuts Rates with Three-Way Vote Split 00:30:07 - Fed Projections Point to One More Cut 00:36:19 - Stories Making the News: Google / Meta / ASML 00:39:37 - Ukraine Sent Revised Peace Plan to Washington 00:44:02 - May: General Election Is Only Poll That Counts 00:45:08 - Most Dissents from Fed since 2019 -------- 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 11, 2025