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Alphabet Plans Record Spending; US-Iran Talks Set for Friday |Bloomberg Brief 2/5/2026
42:54
Bloomberg Television
Alphabet Plans Record Spending; US-Iran Talks Set for Friday |Bloomberg Brief 2/5/2026
A drop in tech stocks pausing as Alphabet is outlining an ambitious capital spending plan in a race to win AI customers. Shares of Qualcomm and Arm hurting by concern that a shortage of memory chips will crimp growth in the electronics industry. Diplomatic talks between Washington and Tehran set for later this week. Kit Juckes of Société Générale says political risk is dragging down the US dollar. Chapters: 00:00:00 - Bloomberg Brief 00:02:14 - First Look Movers 00:13:27 - Trending on the Terminal 00:18:20 - Front Page News 00:22:31 - First Look Movers 00:30:11 - Trending on the Terminal 00:40:57 - 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 Feb 5, 2026
Maersk Sees 2026 Dip, Shell Buys Back and Tech Selloff Grips Markets | The Opening Trade 2/5/2026
1:35:32
Bloomberg Television
Maersk Sees 2026 Dip, Shell Buys Back and Tech Selloff Grips Markets | The Opening Trade 2/5/2026
Declining freight rates weigh down Maersk, as the Red Sea reopens. The logistics giant looks to counter with job cuts and a focus on cost discipline this year. Shell shares also fall after reporting a profit miss in the fourth quarter. Meanwhile, global chip and tech investors are on alert after a rout in the sector, but Alphabet's pledge to revamp AI spending helps calm short term nerves. 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. Corrects to say expected cost savings will be €600 million in 2026 on banner that aired at 07:10 UK. Chapters: 00:00:00 - The Opening Trade 00:00:25 - Market Check 00:02:04 - Tech Selloff Deepens 00:05:07 - Silver Crashes, Gold Falls 00:06:12 - Shell Announces Share Buyback 00:09:06 - BNP Paribas CFO 00:18:31 - ECB Rate Decision 00:20:41 - Retail Traders Taking Brunt of Pain: MLIV Chat 00:26:02 - Maersk CEO Vincent Clerc 00:35:50 - Shell CEO Wael Sawan 00:44:08 - Maersk Sees Drop in 2026 Earnings 00:47:09 - Stocks to Watch: Tech, Miners, Defense 00:52:39 - UK Yield Curves Steepen Most Since 2018, Keir Starmer PMQs 01:04:36 - SAAB CEO Micael Johansson 01:13:37 - Iran Should Be 'Very Worried': Trump 01:17:39 - DNB CEO Kjerstin Braathen 01:25:34 - Alphabet Expect CapEx Spend Near $185B 01:29:49 - Software Buildout Cost Has Collapsed: Andreessen Horowitz 01:33:21 - BOE Rate Decision -------- 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 5, 2026
Retail Traders Taking Brunt of Pain: MLIV Chat
2:18
Bloomberg Television
Retail Traders Taking Brunt of Pain: MLIV Chat
Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." Chapters: 00:00:00 - MLIV 00:00:03 - Tech Stock Selloff 00:01:15 - Metals Volatility, Silver Price 00:02:03 - Bitcoin, Crypto Selloff -------- 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 5, 2026
Trump: Iran Should be ‘Very Worried’ & Trillion-Dollar Tech Wipeout | Daybreak Europe 2/05/2026
46:36
Bloomberg Television
Trump: Iran Should be ‘Very Worried’ & Trillion-Dollar Tech Wipeout | Daybreak Europe 2/05/2026
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, Donald Trump warns Iran to be “very worried” as US military forces amass in the region. Iranian Foreign Minister Abbas Araghchi says nuclear talks with the US are scheduled for tomorrow morning in Muscat. European equity futures and Asian shares dropped as AI concerns sparked a trillion-dollar tech wipeout over two days. Qualcomm fell postmarket after its sales outlook missed. Alphabet dipped despite topping revenue projections, and Arm tumbled on phone jitters. Some of Keir Starmer’s Labour Party is turning against him over his ties to Peter Mandelson. With local elections looming and his popularity at record lows, Starmer’s premiership hangs in the balance. Today's guests: Volvo Cars CEO Håkan Samuelsson & Peel Hunt Chief Economist Kallum Pickering. Chapters: 00:00:00 - Daybreak Europe 00:00:36 - BOE, ECB Rate Decision Day 00:00:57 - Trillion-Dollar Tech Wipeout Ensnares All Stocks in AI’s Path 00:04:20 - Global Tech Selloff Deepens 00:07:05 - Silver’s Sudden 17% Plunge Wipes Out Two-Day Recovery From Rout 00:11:02 - Volvo Cars CEO Håkan Samuelsson 00:14:56 - Iran Confirms Talks With US on Friday 00:18:34 - Trump Says Iran Should be 'Very Worried' 00:21:30 - Trump, Xi Talks Taiwan Tensions and Trade Ahead of April Summit 00:23:17 - Bitcoin Falls Below $72,000 00:25:54 - Starmer Premiership in Crisis After Day of Drama in Parliament 00:28:04 - China's Consumer Stocks Revive Amid Rotation 00:35:13 - Peel Hunt Chief Economist Kallum Pickering 00:38:44 - Mixed Tech Earnings Hits Sentiment 00:43:12 - Read Sea Reopening in Focus for Maersk Earnings -------- 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 5, 2026
Trillion-Dollar Tech Wipeout; Trump Warns Iran Supreme Leader | Horizons Middle East & Africa 2/5/26
45:28
Bloomberg Television
Trillion-Dollar Tech Wipeout; Trump Warns Iran Supreme Leader | Horizons Middle East & Africa 2/5/26
A global tech rout snowballs into Asia as mounting anxiety over frothy valuations and massive AI spending drives investors to trim exposure. Also on the show: Precious metals plummet with silver falling sharply and gold sliding, as they struggle to find a price floor. And oil slumps on easing geopolitical risks after the US and Iran confirm talks in Oman, yet President Trump says the Supreme Leader should still be worried. Guests include: Rashmi Garg from Al Dhabi Capital, Deepmind's Lila Ibrahim, and Ozan Özkural of Tanto Capital Partners. 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 00:03:46 - AI angst triggers trillion-dollar tech wipeout 00:06:48 - Rashmi Garg, Al Dhabi Capital, Senior Portfolio Manager 00:13:04 - Iran confirms talks with US on Friday 00:17:04 - Lila Ibrahim, Google Deepmind, Chief AI Readiness Officer 00:28:09 - Tech selloff extends to Asia 00:33:28 - Ozan Özkural, Tanto Capital Partners, Founder and Managing Partner 00:40:14 - US backs critical mineral price floors to counter China -------- 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 5, 2026