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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
Oil Rallies; Zelenskiy Floats Referendum | Horizons Middle East & Africa 12/12/2025
46:10
Bloomberg Television
Oil Rallies; Zelenskiy Floats Referendum | Horizons Middle East & Africa 12/12/2025
Asian stocks climb after US and global equities hit fresh records. Also on the show: Ukrainian President Volodymyr Zelenskiy is proposing a referendum on whether to hand the Donbas region over to Russia; South African President Cyril Ramaphosa is urging his party to improve policy execution; oil rallies from its lowest close in almost two months; Saudi Arabia's stock index has seen an 11% sell off so far this year. Guests include: Steven Rees, J.P. Morgan Private Bank, MENAT Head of Investments; Ziyanda Stuurman, Africa Practice, Advisor; Sara Vakhshouri, SVB Energy International, President & Founder. 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 00:05:51 - Steven Rees, J.P. Morgan Private Bank, MENAT Head of Investments 00:17:17 - Dara Khosrowshahi, Uber, CEO 00:20:17 - Christophe Fouquet, ASML, CEO 00:28:17 - Ziyanda Stuurman, Africa Practice, Advisor 00:36:40 - Sara Vakhshouri, SVB Energy International, President & Founder 00:42:47 - Saudi Arabia stocks post worst year in a decade -------- 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
Trump: US Would Help With Ukraine’s Security in Peace Deal | Daybreak Europe 12/12/2025
24:03
Bloomberg Television
Trump: US Would Help With Ukraine’s Security in Peace Deal | Daybreak Europe 12/12/2025
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. And we'll tell you what matters for investors in Europe, giving you insight before trading begins. On today's show, Donald Trump signals the US could help with Ukraine's security as part of a peace deal with Russia. This as President Zelenskiy floats the prospect of a referendum on handing over land to Russia. Broadcom shares dropped as much as 5% in late trade after its sales outlook for AI revenue failed to meet investors' lofty expectations. The company has a backlog of 73-billion-dollars in AI product orders that will be shipped over the next six quarters. US President Donald Trump is ramping up pressure on Venezuela after seizing an oil tanker on Wednesday. Bloomberg understands the seizure is aimed at cutting Venzuelan President Nicholas Maduro's lifeline of oil revenue. President Trump warned the US would soon be moving its focus to land. Chapters: 00:00:00 - Daybreak Europe 12/12/25 00:01:11 - US Jobless Claims Rise More Than Expected 00:02:40 - Asia Stocks Head for Highest Close in a Month 00:04:46 - Trump Frustrated with Pace of Ukraine Peace Talks 00:09:56 - S&P Hits Another Record High 00:12:58 - The Day Ahead 00:16:12 - US-Venezuela Tensions Escalate After Tanker Seizure 00:19:44 - More Top Stories: Thailand / Bulgaria / UK OBR 00:21:37 - Microsoft’s AI Head Watching Circular Deals -------- 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
Global Stocks Rally Broadens Beyond Tech | Insight with Haslinda Amin 12/12/2025
1:36:02
Bloomberg Television
Global Stocks Rally Broadens Beyond Tech | Insight with Haslinda Amin 12/12/2025
Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture. Chapters: 00:01:16 - Asian stocks rise after S&P 500 hit record 00:02:22 - Broadcom shares slide as investors seek bigger AI payoff 00:03:06 - SoftBank eyes data center group switch 00:06:36 - JPMorgan's Raisah Rasid on AI trade 00:15:05 - China signals modest stimulus for 2026 00:18:05 - Rasid on China markets 00:25:33 - Thailand heads for early election as PM dissolves parliament 00:32:10 - Thammasat University's Pongkwan Sawasdipakdi on Thai-Cambodia border conflict 00:41:40 - ISEAS' Punchada Sirivunnabood on Thai political turmoil 00:44:28 - Trump, Modi speak amid US-India trade talks 00:49:36 - Oaktree Capital's Howard Marks: Prefer equity over credit in AI 00:53:59 - UBS' Suresh Tantia on AI trade 01:03:26 - All BOJ watchers see rate hike next week 01:08:03 - Tantia on Japanese markets 01:12:09 - How IndiGo turbulence shook India's aviation sector 01:15:28 - Ex-Indian Dir. Gen. of Civil Aviation M R Sivaraman on IndiGo 01:27:57 - EXCLUSIVE: Uber CEO sees India as 'hugely promising' market 01:32:08 - ICICI Prudential AMC takes orders for $1.2B IPO 01:34:57 - 'Architects of AI' named Time Person of the Year 2025 -------- 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
How IndiGo Turbulence Shook India's Aviation Sector
10:58
Bloomberg Television
How IndiGo Turbulence Shook India's Aviation Sector
IndiGo's worst crisis in two decades triggered the cancellation of more than 2,000 flights last week, stranding tens of thousands of passengers nationwide. With IndiGo controlling about 65% of the domestic market, the chaos has exposed deep cracks in Indian aviation and prompted government intervention to restore order. Former Indian Director General of Civil Aviation, M R Sivaraman, shared his thoughts on the issue on Bloomberg's Insight with Haslinda Amin. -------- 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