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AI Tech Rebound on Results From Germany's Infineon & Taiwan's Hon Hai | The Pulse 11/12
A rebound in tech shares drove stocks higher as a slate of upbeat earnings and optimism that the US government shutdown is nearing its end boosted sentiment. Nasdaq 100 futures rose as Nvidia led gains across the Magnificent Seven in premarket trading. German chipmaker Infineon Technologies forecast revenue will return to growth in the 2026 fiscal year as the global boom in artificial intelligence data centers raised its sales outlook. Demand for AI data centers is helping Infineon weather weak growth prospects in its automotive market, which represents about half of sales. Meanwhile, Taipei-based Hon Hai offered a rosy outlook for the year ahead, pointing to artificial intelligence development as its most important growth driver. The company reported a better-than-expected 17% surge in net income, to NT$57.67 billion ($1.9 billion) in the September quarter.
In the UK, Allies of Keir Starmer sought to ward off a feared leadership challenge from one of the British premier’s best-known ministers, as cabinet feuds spilled into the open just weeks before the government is due to unveil a contentious budget. Starmer’s supporters privately accused Health Secretary Wes Streeting of plotting to replace the prime minister, according to people familiar with the matter, in an acknowledgment of his weakened position after months of Labour Party rebellions and stubbornly low poll numbers. They argued that any attempt to oust Starmer would risk a market shock and undermine the government’s finances, said the people, who asked not to be identified discussing internal disputes.
Today's guests: Rajeev Sibal, Morgan Stanley; Themos Fiotakis, Barclays; Rajaa Mekouar, Capnor; Olivia Ferdi, Trip Drinks Co-Founder
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"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
00:00:46 - Rajeev Sibal, Morgan Stanley
00:05:36 - Wes Streeting Denies Plot to Replace Starmer
00:09:07 - Morgan Stanley's Sibal on UK Economy, Autumn Budget
00:13:42 - Leaders with Francine Lacqua w/ Jenny Johnson, Franklin Templeton CEO
00:16:21 - Themos Fiotakis, Barclays
00:23:37 - Wednesday Headlines
00:24:20 - IEA Now Says Oil Consumption Could Keep Growing to 2050
00:26:38 - Rajaa Mekouar, Capnor
00:33:00 - Wall Street Expands in India After Visa Curbs
00:36:05 - Infineon Sees 2026 Revenue Growth
00:39:38 - Hon Hai 3Q Net Income Beats Estimates
00:41:16 - Olivia Ferdi, Trip Drinks Co-Founder
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Published Nov 12, 2025
