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Software Stocks Selloff: What's Behind the Rout?
5:59
Bloomberg Television
Software Stocks Selloff: What's Behind the Rout?
Since ChatGPT's debut three years ago, warnings of AI-driven industry disruption have been constant. However, a combination of weak earnings, advancing models, and a new tool from Anthropic recently triggered the biggest stock selloff driven by the fear of AI displacement that markets have seen. Software-as-a-Service (SaaS) companies have been hit the hardest. Bloomberg’s John Stepek and Paul J. Davies discuss the market fallout and the future outlook on Bloomberg Television. Davies is a Bloomberg Opinion columnist whose views are his own. -------- 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 6, 2026
What to Expect From US, Iran Talks Friday in Oman?
2:27
Bloomberg Television
What to Expect From US, Iran Talks Friday in Oman?
Bloomberg's Becca Wasser & Wayne Sanders state they are not optimistic when discussing what they expect from the US and Iran when both countries speak Friday in Oman. They suggest it seems both sides are unclear about what the negotiations are on, and what Iran makes of the US naval ship off its coast. Becca & Wayne speak with Joe Mathieu on the late edition of Bloomberg's "Balance of Power." -------- 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 6, 2026
Cape Town to Slap Tax Hike on Airbnb Owners
3:06
Bloomberg Television
Cape Town to Slap Tax Hike on Airbnb Owners
Cape Town plans to more than double municipal rates on homes that are rented out for short durations, including those listed on Airbnb. Bloomberg's Jennifer Zabasajja 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
Published Feb 6, 2026
Amazon's $200B AI Spend; US-Iran; Rio Tinto Drops Glencore | Horizons Middle East & Africa 2/6/26
46:05
Bloomberg Television
Amazon's $200B AI Spend; US-Iran; Rio Tinto Drops Glencore | Horizons Middle East & Africa 2/6/26
Amazon joins the big tech spend on AI, planning for $200B of investment into data centers, chips and equipment this year, sending shares plummeting in afterhours trade. Also on the show: Rio Tinto walks away from talks to acquire Glencore after failure to agree on valuation. And the US and Iran meet in Oman for key nuclear talks.  Guests include: Deepak Mehra from Commercial Bank of Dubai; and RANE's Ryan Bole. 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 00:05:30 - Amazon shares fall after $200B AI spending pledge 00:09:14 - Deepak Mehra, Commercial Bank of Dubai, Chief Economist 00:17:04 - Rio Tinto walks away from Glencore mega merger 00:19:39 - Saudi Arabia cuts oil price for Asia in signs of surplus 00:27:39 - Ryan Bohl, RANE, Senior Middle East & North Africa Analyst 00:33:39 - Bloomberg Economics: US strike on Iran likely, but oil spike not lasting 00:37:38 - Japan to hold snap election on Sunday 00:42:01 - Cape Town plans tax hikes targeting Airbnb, Booking.com -------- 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 6, 2026
US-Iran Nuclear Talks & Anthropic Updates AI Model Claude | Daybreak Europe 2/6/2026
46:33
Bloomberg Television
US-Iran Nuclear Talks & Anthropic Updates AI Model Claude | Daybreak Europe 2/6/2026
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, US and Iranian officials are scheduled to meet in Oman for talks today. The US virtual embassy in Iran is advising American citizens to leave the country. Global equities primed for more losses as a three-day slide in US technology stocks sapped risk appetite. Nasdaq 100 suffering its worst three-day rout since April’s meltdown. Anthropic is releasing a new version of its most powerful AI model that’s designed to carry out financial research, days after the company’s push into legal services upended the stocks of legacy software makers.  Amazon slumped postmarket after flagging $200 billion in annual spending on data centers and equipment, stoking fears its AI push will dent profits. Today's guests: ECB Governing Council Member and Bank of Greece Governor Yannis Stournaras. Chapters: 00:00:00 - Daybreak Europe 00:00:42 - Stock Selloff Eases, Silver Bounces With Bitcoin 00:05:48 - Wall Street’s Favorite Trades Collapse as Market Selloff Deepens 00:09:10 - Amazon Falls After Vow to Spend $200 Billion on AI This Year 00:11:55 - Iran Signals US Talks on Friday Won’t Lead to Quick Resolution 00:14:47 - US Builds up Military Forces in the Gulf 00:17:50 - Japan Prepares for Eelections 00:21:21 - US and Russia to Restart Military-to-Military Talks 00:24:44 - Bitcoin Drops Below $61,000, Wiping Out Gain Since Trump’s Win 00:27:20 - Yannis Stournaras, ECB Governing Council Member and Bank of Greece Governor 00:40:09 - Rio Walks Away From Glencore Mega Merger -------- 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 6, 2026