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AI Disruption Fears Spark Selloff; Novo Nordisk, AMD Drops After Earnings | Bloomberg Brief 2/4/2026
43:24
Bloomberg Television
AI Disruption Fears Spark Selloff; Novo Nordisk, AMD Drops After Earnings | Bloomberg Brief 2/4/2026
US equity futures take a breather from a global rout driven by stocks sensitive to potential disruption from Anthropic's new automation tool. Investors await results from Alphabet and Qualcomm as AMD's AI-fueled outlook disappoints. Shares of Novo Nordisk plunges as the drugmaker forecasts sales to fall as much 13% this year. Iran asks the US to move the scheduled diplomatic talks this week from Turkey to Oman and to limit the agenda to Tehran's nuclear program. Stephanie Guild of Robinhood discusses the opportunities in software stocks amid the recent selloff. Chapters: 00:00:00 - Bloomberg Brief 00:01:56 - First Look Movers 00:14:16 - Trending on the Terminal 00:19:14 - Front Page News 00:22:58 - First Look Movers 00:24:01 - Stephanie Guild, Robinhood Head of Investment Strategy 00:30:22 - Trending on the Terminal 00:42:35 - 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 Feb 4, 2026
Trump Says US Talks With Iran Ongoing After Drone Shootdown | Daybreak Europe 2/4/2026
44:03
Bloomberg Television
Trump Says US Talks With Iran Ongoing After Drone Shootdown | Daybreak Europe 2/4/2026
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 Donald Trump reiterated that the US and Iran are maintaining diplomatic talks, even after an earlier skirmish in the Arabian Sea spooked oil markets amid heightened tensions between the two countries. A new AI automation tool from Anthropic has sparked a $285 billion selloff in stocks. Traders are dumping software shares on fears about the destruction AI could cause. Novo Nordisk shocked investors by forecasting a steep decline in sales this year, a sign of how intensifying price wars in obesity drugs and the Trump administration’s pressure on pharmaceutical prices will hit the company’s results. Meanwhile, UBS announced a $3 billion buyback for 2026, with the potential to buy more, after posting a $1.2 billion quarterly profit that exceeded expectations. Today's guests: WisdomTree Macroeconomic Research Director Aneeka Gupta, Infineon CFO Sven Schneider & Equinor CFO Torgrim Reitan Chapters: 00:00:00 - Daybreak Europe - 2/4/2026 00:05:15 - Anthropic AI Tool Sparks Stocks Selloff 00:09:13 - Asia Stocks Trim Losses After US Selloff 00:11:42 - Bitcoin Hits Lowest Price Since Trump Inauguration 00:14:11 - Traders Dump Software Stocks As AI Fears Erupt 00:20:35 - Novo Plunges On Steep Sales Warning 00:22:39 - Other Top Stories: Santander / Anthropic / Super Micro 00:26:37 - Equinor CFO Torgrim Reitan 00:34:22 - Infineon CFO Sven Schneider 00:39:19 - Other Top Stories: US-Iran Tensions / US Shutdown Ends / Mandelson Probe 00:41:30 - Software Plunges on AI Concerns | Chart Talk -------- 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 Feb 4, 2026
SpaceX and xAI Combine in Mega Merger | The Pulse 2/3/2026
48:28
Bloomberg Television
SpaceX and xAI Combine in Mega Merger | The Pulse 2/3/2026
Stocks on both sides of the Atlantic headed for new records on fresh momentum following a 2-day slump. Precious metals also rebounded, with spot silver climbing more than 7% and gold advancing towards $4,900. The Indian rupee gained after a surprise announcement by President Trump that US tariffs on India will be cut from 25% to 18%. Trump says Indian Prime Minister Narendra Modi has agreed to stop buying Russian oil. And Elon Musk has paved the way for sending AI data centers into space, with the merger of his space and AI companies. The deal to combine SpaceX and xAI values the enlarged entity at $1.25 trillion. Today's guests: Jimmy Muchechetere, Investec, Senior Equity Analyst; Sunny Mann, Baker McKenzie, Global Chair; Christian Kleinerman, Snowflake, Executive Vice President of Product; Charles Myers, Signum Global Advisors, Chairman and Founder --- "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 00:00:41 - Market roundtable: Investec's Jimmy Muchechetere & Baker Mackenzie's Sunny Mann 00:13:00 - SpaceX combines with xAI at $1.25 trillion valuation 00:15:30 - Oracle $25 billion bond sale eases AI debt fears 00:16:17 - Christian Kleinerman, Snowflake Head of Product 00:23:40 - Tuesday headlines 00:24:05 - Trump eyes Iran nuclear deal 00:25:45 - Charles Myers, Signum Global Advisors Founder 00:35:02 - European stocks head for new highs as previous metals rebound 00:37:05 - France adopts budget, PM survives no-confidence votes 00:40:40 - Trumponomics vs. Reganomics 00:40:55 - Wood: There are some ecosystem challenges 00:43:50 - Nintendo profit disappoints -------- 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 Feb 4, 2026
Tech Stocks Sink; Iran Talks Continue After Drone Shootdown | Horizons Middle East & Africa 2/4/2026
46:00
Bloomberg Television
Tech Stocks Sink; Iran Talks Continue After Drone Shootdown | Horizons Middle East & Africa 2/4/2026
Software stocks slid across Asia, following declines in their US peers, on concern advances in artificial intelligence will undermine traditional business models. Also on the show: President Trump reiterates the US and Iran are maintaining diplomatic talks after an earlier skirmish in the Arabian Sea spooked oil markets; Ethiopia set to return to double-digit economic growth this year; Guests include: Haig Bathgate, CEO, Callanish Capital; Steve Pagliuca, Founder and CEO, PagsGroup; Oleksandr Komarov, CEO of Kyivstar; Amr Kamel, Microsoft UAE's General Manager. 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 00:06:00 - Tech and software stocks sink across Asia 00:08:50 - Haig Bathgate, CEO, Callanish Capital 00:15:32 - US-Iran talks continue after drone shootdown 00:19:44 - Ethiopia returns to double digit growth 00:28:16 - Steve Pagliuca, Founder & CEO, PagsGroup 00:34:29 - Oleksandr Komarov, CEO of Kyivstar 00:43:10 - Amr Kamel, Microsoft UAE's General Manager -------- 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 Feb 4, 2026