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Tech's AI Spending Boosts Stocks; Oil Rises on Trump Iran Threats | Bloomberg Brief 1/29/2026
42:59
Bloomberg Television
Tech's AI Spending Boosts Stocks; Oil Rises on Trump Iran Threats | Bloomberg Brief 1/29/2026
US equity futures gain as large tech firms including Meta announce plans to spend more on AI. SAP and Microsoft lag as their cloud businesses disappoint. The dollar weakens amid debasement fears while gold extends its record rally. Oil prices rise as President Trump warns Iran of military strikes if a nuclear deal is not reached soon. Marija Veitmane of State Street and Joel Kulina of Wedbush discuss this earnings season. Chapters: 00:00:00 - Bloomberg Brief 00:01:59 - First Look Movers 00:08:06 - Marija Veitmane, State Street Bank Head of Equity Research 00:13:46 - Trending on the Terminal 00:19:42 - Front Page News 00:23:04 - First Look Movers 00:29:43 - Trending on the Terminal 00:34:39 - Joel Kulina, Wedbush Managing Director of TMT Trading 00:41:03 - 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 Jan 29, 2026
Tech's CAPEX Splurge as SAP Stock Falls, A Metal Markets Party | The Opening Trade 1/29/2026
1:35:33
Bloomberg Television
Tech's CAPEX Splurge as SAP Stock Falls, A Metal Markets Party | The Opening Trade 1/29/2026
SAP shares see their biggest intraday drop since Covid. Germany's biggest company failed to convince that it would be able to clear its growing cloud backdrop. But, chip stocks rise again after the latest US tech earnings point to more capital expenditure spending and signal rising demand for semiconductors. Gold surged to a record above $5,500 an ounce, extending a breakneck rally fueled by a weaker dollar and investor flight from sovereign bonds and currencies to a ninth day. The Fed's latest decision comes in line with expectations, and doesn't make a strong dent on markets. 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, Guy Johnson and Tom Mackenzie. Chapters: 00:00:00 - The Opening Trade 00:00:26 - Market Check 00:01:25 - Lloyds Banking Group Share Buyback 00:04:53 - Tech Earnings Send Mixed Signals 00:07:30 - Gold, Copper Prices at Record Highs 00:12:21 - Powell Avoids Trump, Future Plans Questions 00:15:38 - ING Group CFO 00:24:37 - SAP CEO on Stock, AI Future 00:35:58 - Roche CEO 00:42:52 - Deutsche Bank Authorizes Share Buyback 00:47:02 - Stocks to Watch: Lloyds Banking Group, SAP, Oil Majors 01:03:51 - Lloyds Banking Group CEO 01:14:17 - Trump Warns Iran Time Running Out 01:15:39 - Nokia CEO 01:30:20 - Stellantis Cuts Fiat, Open Prices -------- 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 Jan 29, 2026
Indonesia Sees Worst Stock Rout Since 1998 | The China Show 1/29/2026
1:28:51
Bloomberg Television
Indonesia Sees Worst Stock Rout Since 1998 | The China Show 1/29/2026
“Bloomberg: The China Show” is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, David Ingles and Annabelle Droulers give global investors unique insight, delivering in-depth discussions with the newsmakers who matter. Chapters: 00:00:01 - Bloomberg: The China Show opens 00:03:26 - Investors weigh big tech earnings 00:13:00 - State Street Investment Management's Masahiko Loo on Fed rates outlook 00:23:15 - Hang Seng gold ETF launches in Hong Kong 00:31:32 - Citi Research's Pierre Lau on Chinaese markets 00:39:31 - UK's Starmer urges 'mature approach' to China 00:44:41 - Alert: Indonesia market cap saw record wipeout Wed. 00:49:27 - Breaking: Indonesia's stock benchmark extends rout 00:55:23 - Tesla reveals plans for $2B investment in XAI 01:00:03 - China-Britain Business Council's Peter Burnett on UK-China ties 01:10:01 - Breaking: Indonesia stocks extend drop, triggering market halt 01:23:44 - Trump says 'massive Armada' heading to Iran 01:28:50 - Breaking: Indonesia stocks extend drop, triggering market halt -------- 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 Jan 29, 2026
Trump Tells Iran Time Running Out & AI in Focus for Tech Earnings | Daybreak Europe 1/29/2026
46:56
Bloomberg Television
Trump Tells Iran Time Running Out & AI in Focus for Tech Earnings | Daybreak Europe 1/29/2026
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 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 -------- 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 Jan 29, 2026
New Episode | Brain Games
0:16
National Geographic
New Episode | Brain Games
Brain games is a groundbreaking 3-part popular science special that will use interactive experiments and tricks to reveal how our brains create the illusion of a seamless reality. ➡ Subscribe: http://bit.ly/NatGeoSubscribe ➡ Get More Brain Games: https://on.natgeo.com/2TsW5P4 About Brain Games: Are you ready for a truly mind-blowing experience? The Emmy® Award nominated Brain Games features interactive games and experiments designed to mess with your mind and reveal the inner-workings of your brain, exploring the science of perception, memory, attention, illusion, stress, morality, attraction, anger, and much more. Hailed by critics as "tremendous fun" that "makes science entertaining," Brain Games turns your mind's eye inwards for a fascinating journey into the three and a half pounds of tissue that makes you... you. All 8 Seasons of Brain Games are now available on Disney+. About National Geographic: National Geographic is the world's premium destination for science, exploration, and adventure. Through their world-class scientists, photographers, journalists, and filmmakers, Nat Geo gets you closer to the stories that matter and past the edge of what's possible. Get More National Geographic: Official Site: http://bit.ly/NatGeoOfficialSite Facebook: http://bit.ly/FBNatGeo Twitter: http://bit.ly/NatGeoTwitter Instagram: http://bit.ly/NatGeoInsta New Episode | Brain Games https://youtu.be/BbpWxBC1Ito National Geographic https://www.youtube.com/natgeo
Published Oct 9, 2011
Fed Holds Rates; Saudi Arabia's Giga Spending | Horizons Middle East & Africa 1/29/2026
45:51
Bloomberg Television
Fed Holds Rates; Saudi Arabia's Giga Spending | Horizons Middle East & Africa 1/29/2026
The Fed holds rates, with chair Jerome Powell pointing to an improving US outlook as the labor market steadies. Also on the show:  a massive day of tech earnings, from Meta and Microsoft in the US to Samsung and SK Hynix in Asia; gold, copper and silver hit all-time highs on a weaker dollar and rising geopolitical tensions; Saudi Arabia is ordering sweeping changes across its most ambitious projects; African central banks are kicking off a busy month of interest-rate decisions. Guests include: Parisha Saimbi, BNP Paribas, EM Asia FXLM Strategist; Monica Malik, Abu Dhabi Commercial Bank, Chief Economist. Chapters: 00:06:51 - Parisha Saimbi, BNP Paribas, EM Asia FXLM Strategist 00:14:25 - Investors weigh big tech earnings 00:19:01 - Spot gold hits fresh record 00:23:37 - Monica Malik, Abu Dhabi Commercial Bank, Chief Economist 00:36:07 - African central banks decisions begin 00:39:45 - Lael Brainard, Former US National Economic Director -------- 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 Jan 29, 2026