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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, higher US tariffs come into effect, including 39% on Switzerland after the Swiss President left Washington empty-handed. Donald Trump also announces 100% tariffs on semiconductor imports, but companies including Apple will be exempt if they begin moving production back to the US. Relief over those exemptions sees markets rally, helped by TSMC and Samsung. Also on the programme, the Bank of England set to cut rates to their lowest in two years as policymakers try to balance a slowing economy with sticky inflation. Plus a slew of earnings from pharma to shipping give insight into the impact of US tariffs. Today's guest: Nina Skero, Centre for Economics & Business Research, CEO Chapters: 00:00:00 - Daybreak Europe 00:04:39 - Bank of England Set to Cut Rates 00:07:17 - Apple Dodges Tariffs With Increased US Investment 00:09:45 - Swiss President Departs US Without Tariff Deal 00:12:04 - Three Fed Officials Voice Labor Market Concerns 00:19:07 - Trump Suggests Meeting With Zelenskiyy and Putin 00:22:27 - Former Tesla Leaders Start Competing AI Company 00:29:34 - BOE Set to Cut Rates 00:30:08 - Nina Skero, Centre for Economics & Business Research, CEO 00:39:22 - Roland Busch, Siemens CEO -------- 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

One of US President Donald Trump’s highest tariffs is now in effect on Switzerland after President Karin Keller-Sutter wasn’t able to secure a revised deal before the deadline set by Trump. The 39% surcharge on exports – from Swiss-made luxury watches to Nespresso coffee capsules – is the highest among developed countries and compares with just 15% on the neighboring European Union. Bloomberg's Bastian Benrath-Wright reports. -------- 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

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: 00:02:03 - Trump threatens 100% chip tariffs, doubles India's levy 00:03:14 - University of Kansas Law School Distinguished Professor Raj Bhala 00:09:17 - Bhala: Trump's tariffs illegal by US law 00:15:57 - Crossmark's Victoria Fernandez on tariffs market impact 00:22:25 - China export growth unexpectedly quickens 00:23:34 - Apple CEO Tim Cook on $100B investment in US 00:24:21 - TSMC, Samsung avoid Trump's 100% chip tariff 00:25:04 - EXCLUSIVE: NTT Data's Sudhir Chaturvedi on AI infrastructure 00:34:33 - AMD CEO Lisa Su 'optimistic' on return to China 00:38:14 - Former India WTO Ambassador Jayant Dasgupta on India tariffs -------- 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

"Balance of Power: Late Edition" focuses on the intersection of politics and global business. On today's show, President Trump and Apple CEO Tim Cook announce Apple investing a total of $600 billion dollars into the US and the President stating he will place 100% tariffs on chips and semiconductors. Chapters: 00:00:00 - Late Edition of Balance Power Begins 00:01:32 - Laura Davison on What to Know About Pres. Trump & Apple Announce Fresh $100B US Investment, What is Investment About 00:03:51 - Michael McKee on Economic Impact of Apple Investment, Fed Governor Nomination Latest 00:07:08 - Mark Gurman on What Apple Will Create in the US With New Investment, What is Pres. Trump. & Tim Cook Relationship 00:09:39 - Power Moves: Vonnie Quinn on Apple Jumps Most Since May, Pacing Nasdaq 100 Gain 00:11:42 - Rep. Jake Auchincloss (D-MA) Shares His Thoughts on Texas Map Redistricting Plan 00:13:27 - President Trump Speaks Live From the White House With Apple CEO Tim Cook 00:46:32 - Laura Davison Discusses Pres. Trump States Placing 100% Tariff on Chips 00:47:58 - Vonnie Quinn on Oil Market Reaction After Pres. Trump Presser, Nvidia Market Reaction to Presser 00:51:57 - Political Panel React to President Trump & Apple’s Domestic Investment, 100% Tariff on Chips & Semiconductors Coming to the US -------- 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

Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Nuveen’s Tony Rodriguez, Cleo Capital’s Sarah Kunst, Seaport Research Partners’ David Joyce, AlixPartners’ Jeff Goldstein, Manulife John Hancock Investments’ Emily Roland, D.A. Davidson’s Tom White, Remitly’s Matt Oppenheimer, Informatica’s Amit Walia, Intelligent Alpha’s Doug Clinton. Chapters: 00:00:00 - Bloomberg Market: The Close 00:03:42 - Nuveen’s Tony Rodriguez 00:10:48 - Cleo Capital’s Sarah Kunst 00:16:32 - Top Calls 00:17:49 - Seaport Research Partners’ David Joyce 00:23:44 - AlixPartners’ Jeff Goldstein 00:30:53 - Michael Halen, Bloomberg News 00:35:52 - Joe mathieu, Bloomberg News 00:38:09 - Manulife John Hancock Investments’ Emily Roland 00:43:22 - The Closing Bell 00:59:00 - D.A. Davidson’s Tom White 01:04:37 - Remitly’s Matt Oppenheimer 01:11:18 - Informatica’s Amit Walia 01:19:20 - Mark Gurman, Bloomberg News 01:22:49 - Intelligent Alpha’s Doug Clinton 01:29:03 - Todd Gillespie, Bloomberg News -------- 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

President Donald Trump says he would impose a 100% tariff on imports that include semiconductors, though would exempt companies moving production back to the US. Sign up for the Washington Edition newsletter to find out how the worlds of money and politics intersect in the US capital: https://bloom.bg/3KkEimO -------- 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

President Donald Trump announces Apple's plan to invest another $100 billion on domestic manufacturing, the iPhone maker’s latest move to avoid punishing tariffs. Apple CEO Tim Cook also speaks. Sign up for the Washington Edition newsletter to find out how the worlds of money and politics intersect in the US capital: https://bloom.bg/3KkEimO -------- 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

On today's episode of Bloomberg Businessweek Daily with Carol Massar and Matt Miller, Mark Gurman digs in on Apple's announcement of $100 billion US investment. Shirin Ghaffary joins to discuss Open AI offering a secondary sale of its shares at a $500 billion evaluation. Geetha Ranganathan talks ESPN buying NFL Network in share swap, and Clear Investment Group CEO Amy Rubenstein breaks down the housing market. Chapters: 00:00:00 - Bloomberg Businessweek Daily Starts 00:06:02 - Mark Gurman Talks Trump, Apple Announcement of Hundred Billion Dollar Investment 00:13:30 - Shirin Ghaffary Discusses Open AI Offering Secondary Sale of its Shares at Five Hundred Billion Dollar Evaluation 00:21:02 - Woo Jin Ho on Super Micro Falling, Arista Jumping 00:27:49 - Geetha Ranganathan Talks Disney Topping Profits Estimates, ESPN Set to Buy NFL Network in Stock Swap 00:35:03 - Clear Investment Group CEO Amy Rubenstein on Housing Market Woes as Commercial Real Estate Distress Spreads 00:43:35 - Denitsa Tsekova with Stocks on the Move -------- Watch Bloomberg Radio LIVE on YouTube Weekdays 7am-6pm ET WATCH HERE: http://bit.ly/3vTiACF Follow us on X: https://twitter.com/BloombergRadio Subscribe to our Podcasts: Bloomberg Daybreak: http://bit.ly/3DWYoAN Bloomberg Surveillance: http://bit.ly/3OPtReI Bloomberg Intelligence: http://bit.ly/3YrBfOi Balance of Power: http://bit.ly/3OO8eLC Bloomberg Businessweek: http://bit.ly/3IPl60i Listen on Apple CarPlay and Android Auto with the Bloomberg Business app: Apple CarPlay: https://apple.co/486mghI Android Auto: https://bit.ly/49benZy Visit our YouTube channels: Bloomberg Podcasts: https://www.youtube.com/bloombergpodcasts Bloomberg Television: https://www.youtube.com/@markets Bloomberg Originals: https://www.youtube.com/bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake

Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Vonnie Quinn, Carol Massar and Matt Miller. -------- 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

On today’s Big Take Asia Podcast, Bloomberg’s @sudhiranjansen joins @oanhha to unpack the historical and economic ties that have kept Russia and India close and discuss why that relationship is now being tested on the world stage https://link.podtrac.com/jxfy2rhy

McDonald’s Corp. says sales picked up in the latest quarter, suggesting that pop culture-focused collaborations and budget meals are helping to offset diners’ economic anxiety. Global sales at restaurants open for at least 13 months rose 3.8%. The chain is also looking to make breakfast big again. Michael Halen of Bloomberg Intelligence is on "Bloomberg Markets." -------- Watch Bloomberg Radio LIVE on YouTube Weekdays 7am-6pm ET WATCH HERE: http://bit.ly/3vTiACF Follow us on X: https://twitter.com/BloombergRadio Subscribe to our Podcasts: Bloomberg Daybreak: http://bit.ly/3DWYoAN Bloomberg Surveillance: http://bit.ly/3OPtReI Bloomberg Intelligence: http://bit.ly/3YrBfOi Balance of Power: http://bit.ly/3OO8eLC Bloomberg Businessweek: http://bit.ly/3IPl60i Listen on Apple CarPlay and Android Auto with the Bloomberg Business app: Apple CarPlay: https://apple.co/486mghI Android Auto: https://bit.ly/49benZy Visit our YouTube channels: Bloomberg Podcasts: https://www.youtube.com/bloombergpodcasts Bloomberg Television: https://www.youtube.com/@markets Bloomberg Originals: https://www.youtube.com/bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake

On the early edition of Balance of Power, Bloomberg Washington Correspondent Joe Mathieu discusses the Moscow meeting between US Special Envoy Steve Witkoff and Russian President Vladimir Putin. On today's show, Counselor to Treasury Secretary Joe Lavorgna, Stonecourt Capital Partner Rick Davis, Center for the Study of the Presidency and Congress Senior Democracy Fellow Jeanne Sheehan Zaino and Rapidan Energy Group Founder Bob McNally. Chapters: 00:00:00 - Balance of Power: Early Edition Starts 00:02:49 - Ed Ludlow Breaks Down Trump, Apple Announcing Fresh Hundred Billion Dollar Investment 00:08:39 - Treasury Secretary Counselor Joe Lavorgna on Trump’s Plan to Meet with Advisers to Pick New Fed Governor 00:19:43 - Tyler Kendall on Witkoff-Putin Meeting Progress, Switzerland Drawing Up Emergency Plans Due to Hefty Tariffs 00:24:03 - Bloomberg Political Panel on Russia, European Leaders Joining President Zelenskyy’s Trump Call 00:31:47 - Mike McKee with More on Trump’s Decision Over Open Fed Governor Seat 00:36:31 - Fmr. White House Energy Advisor Bob McNally on Trump Hiking India Tariffs Over Russia Oil Buys as US Weighs Oil Sanctions -------- Watch Bloomberg Radio LIVE on YouTube Weekdays 7am-6pm ET WATCH HERE: http://bit.ly/3vTiACF Follow us on X: https://twitter.com/BloombergRadio Subscribe to our Podcasts: Bloomberg Daybreak: http://bit.ly/3DWYoAN Bloomberg Surveillance: http://bit.ly/3OPtReI Bloomberg Intelligence: http://bit.ly/3YrBfOi Balance of Power: http://bit.ly/3OO8eLC Bloomberg Businessweek: http://bit.ly/3IPl60i Listen on Apple CarPlay and Android Auto with the Bloomberg Business app: Apple CarPlay: https://apple.co/486mghI Android Auto: https://bit.ly/49benZy Visit our YouTube channels: Bloomberg Podcasts: https://www.youtube.com/bloombergpodcasts Bloomberg Television: https://www.youtube.com/@markets Bloomberg Originals: https://www.youtube.com/bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake

Get a jump start on the US trading day with Matt Miller, Katie Greifeld and Sonali Basak on "Bloomberg Open Interest." Disney posted strong earnings driven by its theme park and streaming platform while battling a tough climate for TV and movies. Analysts say Disney’s strong content pipeline positions it for even stronger growth in the streaming business, particularly after ESPN and NFL ink a new deal to bring live sports to streaming. President Trump plans to announce that Apple will commit to spending another $100 billion on domestic manufacturing. MNTN beat estimates in its first public earnings report, its CEO says streaming is poised to expand. And Tanger CEO Stephen Yalof joins Open Interest to discuss consumer demand in shopping centers. Chapters: 00:00:00 - Open Interest Starts 00:03:06 - Apple to Boost US Investments by $100B 00:13:21 - HIGH INTEREST 00:14:52 - Trump Ramps Up Tariff Blitz 00:20:14 - Market Risk, European Equities, and Bonds | Jim Caron, Morgan Stanley Investment Management CIO: Cross-Asset Solutions 00:29:26 - Disney Profit Beat Overshadowed by TV Weakness | Peter Supino, Wolfe Research Analyst 00:34:10 - MNTN Beats Estimates | Mark Douglas, MNTN CEO 00:45:27 - Trump to Impose Additional Tariff on India | Ann Berry, Threadneedle Ventures Founder 00:55:40 - HIGH INTEREST 00:57:19 - Khajuria: Early Stages of a Super Cycle for Private Markets | Sachin Khajuria, Achilles Global Management Founder & CIO 01:05:45 - Tanger CEO: US Consumer is Still Strong | Stephen Yalof, Tanger CEO 01:14:42 - Trump Likely to Name Temporary Fed Governor 01:24:52 - Apollo Agrees to Buy Majority Stake in Hyperscale Developer -------- 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

Mike Wilson, Chief US Equity Strategist at Morgan Stanley, joins for an extended discussion on the equity rally and his rate cut expectations for the remainder of this year. -------- 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/@BloombergTech 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

Top CEOs react on Bloomberg Television as US President Donald Trump imposes tariffs across the globe. Ford Motor President & CEO Jim Farley says he is hopeful Trump will keep the needs of U.S. manufacturing companies in mind as new deals are made. Axa CEO Thomas Buberl is not as hopeful, saying "tariffs are always a bad deal for consumers." -------- 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

Sachin Khajuria, Achilles Global Management founder and CIO, discusses the convergence between public and private markets on "Bloomberg Open Interest." Sign up for the Wealth newsletter, a guide to your money, delivered weekly: https://bloom.bg/3R5A4Ue -------- 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

Switzerland's president is about to leave Washington without reaching a deal to get President Donald Trump to lower the 39% tariff he put on the country. A delegation led by Karin Keller-Sutter presented a new proposal to US officials, but no agreement was reached, according to people familiar with the situation. Keller-Sutter never met with Trump himself. Bloomberg's Tyler Kendall reports from the White House. -------- 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

Vladimir Putin exchanged “signals” with Donald Trump on the war in Ukraine at Kremlin talks with US envoy Steve Witkoff, a top Russian official said Wednesday. “On our part, in particular, some signals were conveyed on the Ukrainian issue,” the Russian president’s foreign policy aide, Yuri Ushakov, told reporters, without elaborating. “Corresponding signals were also received from President Trump.” https://www.bloomberg.com/news/articles/2025-08-06/trump-envoy-arrives-in-moscow-in-us-gamble-to-end-war-in-ukraine?sref=omvmmwIg

Russian President Vladimir Putin met with Malaysia’s King Sultan Ibrahim Iskandar at the Kremlin on Wednesday, as the two nations look to shore up ties amid shifting global alliances. It’s the first state visit of a monarch from Malaysia to Russia since diplomatic relations were established with the Soviet Union in 1967. https://www.bloomberg.com/news/articles/2025-08-06/putin-hosts-malaysia-s-king-in-first-state-visit-since-1967?sref=omvmmwIg

Advanced Micro Devices Inc. CEO Lisa Su says she is seeing many positive signals for the business, even though the company failed to deliver a clear outlook for resuming sales in China. Su says the roadmap for the rest of the world is strong and "close conversations" are being held with the Trump administration so AMD can begin shipping popular AI processor chips to China again. She speaks on "Bloomberg Technology." -------- 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

Three months ago, AMD said it was taking $800 million in writedowns related to the Chinese export restrictions. CEO Lisa Su tells Caroline Hyde and Edward Ludlow that they now have "a number of licenses under review" and are optimistic about growth https://bloom.bg/41mkZCE

Driven by the growth of electric vehicles and renewable energy, as well as its heavy use in AI data centers, copper has become the world’s third most consumed metal. But can this demand be sustained, and how will supply constraints shape the outlook for copper? Presented by @cmegroup https://www.cmegroup.com/openmarkets/quicktake-by-bloomberg.html?utm_source=youtube&utm_medium=paid_social&utm_campaign=quicktake_evergreen&utm_content=more_insight

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. 00:00:00 Bloomberg Surveillance 00:05:56 Dean Curnutt, Macro Risk Advisors 00:18:49 Heidi Crebo-Rediker, Council on Foreign Relations 00:25:07 Morning Movers 00:26:58 On Our Radar 00:30:53 Frank Lee, HSBC 00:40:59 Kamran Ansari, Kapital Ventures 00:52:54 Stephen Auth, Federated Hermes 01:07:17 Michael Townsend, Schwab 01:13:27 Morning Movers 01:15:01 On Our Radar 01:19:29 Anastasia Amoroso, Partners Group 01:27:28 Joseph Briggs, Goldman Sachs Research 01:40:10 Darrell Cronk, Wells Fargo 01:52:20 Richard Greenfield, LightShed Partners 02:00:58 Morning Movers 02:06:40 Marc Giannoni, Barclays 02:16:58 Trading Diary 02:17:54 Winnie Cisar, CreditSights -------- Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV. Watch more here: https://www.bloomberg.com/btv/series/bloomberg-surveillance Subscribe and turn on notifications so you don't miss any new Bloomberg Television videos: https://tinyurl.com/ysu5b8a9 Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more: http://www.bloomberg.com Follow Surveillance on X at: https://twitter.com/bsurveillance Follow the hosts: Jonathan Ferro: https://twitter.com/FerroTV Lisa Abramowicz: https://twitter.com/lisaabramowicz1 Annmarie Hordern: https://twitter.com/annmarie 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/

The catchphrase ‘altcoin season’ is gaining significant traction among cryptocurrency traders. What’s driving the recent altcoin rally and what could this mean for Bitcoin? Presented by @cmegroup   https://www.cmegroup.com/openmarkets/quicktake-by-bloomberg.html?utm_source=youtube&utm_medium=paid_social&utm_campaign=quicktake_evergreen&utm_content=more_insight