Results for “davis trade”

Nvidia’s stock still seems like a good bet — if the AI trade holds up. And that’s a big ‘if.’

US stock futures are struggling for direction after the market’s best day since April ahead of a key inflation report that could pave the path for an interest rate hike by the Federal Reserve as soon as next month.

Plus, the key-man risk at Nvidia following the company board’s probe into CEO Jensen Huang.

Brent crude and European gas fell after President Trump signalled new strikes on Iran won’t be necessary. European stocks headed for a record high, boosted by a resurgence in tech shares and banks along with a decline in energy prices. 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. (Source: Bloomberg)

On semiconductors, HSBC Private Bank's Global CIO Willem Sels says, "in terms of delays and in thinking about how different parts of the stack react to the delays, therefore do we change our positioning? And I think we do. We have done so: we are much more in the cloud and in the applications." He speaks to Bloomberg's Tom Mackenzie, Anna Edwards, and Guy Johnson on "The Opening Trade." (Source: Bloomberg)

Latvia Central Bank Governor Mārtiņš Kazāks said further monetary tightening may be necessary if elevated energy prices persist and risk spilling into broader inflation. In an interview with Bloomberg TV on Tuesday, he added that policy trade-offs are becoming increasingly nuanced as officials have to balance price stability against the danger of undermining economic growth. (Source: Bloomberg)

The French Trade Minister says he wants to carry on the trade relationship with the US in the spirit of the Turnberry agreement, the EU-US trade framework agreed with President Trump in 2025. He also argued that France remains attractive, despite images of violent protests going around the world in recent weeks. Nicolas Forissier spoke exclusively with Bloomberg’s Anna Edwards, Tom Mackenzie and Guy Johnson from Paris on Bloomberg's "The Opening Trade." (Source: Bloomberg)

Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." (Source: Bloomberg)

Bank of England Governor Andrew Bailey, speaking at an event in Zurich Monday, encouraged the UK to pursue any opportunity for greater trade and market access. "If there are opportunities to increase the openness and the markets that we serve, wherever they are, whether it’s the European Union, Switzerland, or anywhere else — other things equal, we should take them,” Bailey said. On Thursday UK Prime Minister Andy Burnham will speak with fellow European leaders in Dublin, before an official UK-EU summit later in the month. (Source: Bloomberg)

China says its trade surplus exceeded $1 trillion for a 2nd straight year

“Bloomberg: The China Show” is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter. (Source: Bloomberg)

"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Sydney and Hong Kong with Haidi Stroud-Watts and Annabelle Droulers, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets. (Source: Bloomberg)

Australia's government is closely watching President Trump's approach to foreign policy for the remainder of his term. While the Democrats take control of Congress in January, Trump will retain broad, unilateral authority over areas including tariffs and military operations. Australian policy interests on trade, critical minerals, and the Aukus defence pact, run through Congress as much as the White House, posing new challenges for the Albanese government in balancing relations. The Lowy Institute's Executive Director Michael Fullilove joins "Bloomberg: The Asia Trade" to discuss what the shifting political landscape in Washington means for Australia-US relations. (Source: Bloomberg)

South Korean stocks climbed, lifted by heavyweight chipmakers as investors waded back into the artificial intelligence trade following last week’s selloff.

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The transaction, should it close as anticipated by the end of the year, would bring an end to car manufacturing at the Brampton, Ontario factory, which has emerged as a flashpoint in the U.S.-Canada trade tensions.

Security experts warn "honeypot" schemes targeting executives like Nvidia's Jensen Huang can expose trade secrets, strategic plans and national security.

Tuesday’s CPI inflation report and a heavy lineup of Federal Reserve speakers could test the rotation trade’s resilience

The cost of shipping oil is continuing to plunge, even if rates remain at very high levels, potentially helping to make longer-distance crude trades more attractive.

Precisely because it has long been hamstrung by rigid labor markets and overregulation, European stocks may paradoxically be bigger beneficiaries of the AI revolution in terms of enhanced productivity and cost-cutting than its U.S. counterparts

After a bruising stretch for tech stocks, investors face fresh questions about leadership, valuations and the cost of the AI boom. Plus, a Taylor Swift encore for one 72-year-old retiree.

UniCredit CEO Andrea Orcel has pledged to overhaul Commerzbank’s governance soon, in a move that may pave the way for an effort to oust CEO Bettina Orlopp. Speaking to Bloomberg TV, Orcel said all regulatory approvals for the deal are expected by the end of November. 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. (Source: Bloomberg)

The chipmaker’s size and significance to the A.I trade means that Jensen Huang’s admission of a relationship with a suspected Chinese spy could reverberate across Wall Street.

Despite recent weakness, Citi’s global strategy team thinks tech positioning needs to get cleaner before they would revert to their previous overweight stance.

Hedge funds sold global technology stocks at one of the fastest paces on record last week, as concerns that political opposition could derail the data-center buildout triggered an aggressive reassessment of the artificial intelligence trade.

Anna Edwards, Guy Johnson, Tom Mackenzie and Adam Linton break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." (Source: Bloomberg)

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. (Source: Bloomberg)

China’s cross-border yuan payment system is heading for its busiest year since its launch in 2015, as robust trade and greater use of the currency for settlements accelerate growth in a key piece of Beijing’s financial infrastructure.

"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Sydney and Hong Kong with Haidi Stroud-Watts and Annabelle Droulers, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets. (Source: Bloomberg)

China will suspend an additional 24% tariff on US goods for another two months, formalizing a decision by the two countries’ leaders to prolong their trade truce until next January.

Including Friday’s provisional figures, foreign funds were net buyers of close to $5 billion of stocks last week.

Wall Street sees the Treasury market emerging as a winner from the Democratic landslide in the US midterm elections, giving traders another reason to rethink this year’s sharp selloff.

The unraveling of the AI trade after the US midterm elections is forcing investors to rethink their Asia playbook, reviving demand for out-of-favor Chinese and Indian stocks as well as companies poised to benefit from easing inflation and trade tensions.

The ongoing tech selloff is leading investors to wonder if Anthropic will delay its IPO or list at a discount.

Big losses by AI shares in stock markets after Democrats won the midterm elections have left investors shaken and wondering comes next.

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 than "Bloomberg Surveillance." (Source: Bloomberg)

Heading into the jobs report Friday, Treasuries had erased a portion of this week’s steep gains that were driven by haven demand. Priya Misra, Portfolio Manager at JPMorgan Asset Management, discusses the bond market as a safe haven trade from AI volatility. (Source: Bloomberg)

A rebound in chipmakers buoyed Wall Street as dip buyers emerged despite solid economic readings that reinforced speculation the Federal Reserve will boost rates in December. Max Kettner, Chief Multi-Asset Strategist at HSBC, discusses the AI trade and why it's following market narratives and not market fundamentals. (Source: Bloomberg)

Analysts warn of further volatility ahead, though there are two new factors that work in the AI trade’s favor.

The selloff in US stocks faded, with dip buyers moving in to support the bruised artificial-intelligence trade after the S&P 500’s steepest drop in more than a year. Futures for the US benchmark rose 0.6% after worries about the prospect of tighter regulation of data centers wiped around $3 trillion off the index in the previous session. The Nasdaq 100 was also set to pare some of Thursday’s 6.4% loss, with contracts rising 1.8%. 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. (Source: Bloomberg)

In a televised interview, Gina Hinojosa emphasized that she wasn’t ideologically opposed to data centers but that the express approval of the communities they impact must be prioritized.

For months, investors have been worrying about a long list of risks to the gravy train of artificial intelligence spending.

The global AI trade went into reverse, wiping $2.3 trillion from the Nasdaq 100 and triggering a brutal selloff across Asia. Why did the rout turn so violent, and why is India emerging as a rare bright spot? (Source: Bloomberg)

Anna Edwards, Guy Johnson, Tom Mackenzie and Adam Linton break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." (Source: Bloomberg)

European shares joined a global selloff, wiping out their weekly gain as concerns over the Democratic sweep of Congress and its implications for the artificial intelligence trade triggered losses across every sector.

FGE NexantECA Chairman Emeritus Fereidun Fesharaki thinks oil should trade at $80 to $90 a barrel based on supply and demand and low inventories. He expects oversupply to push prices toward $65 to $70 by this time next year. He speaks with Haslinda Amin on "Insight with Haslinda Amin." (Source: Bloomberg)

Niles Investment Management Founder Dan Niles says the AI trade is entering a tougher phase as US data-center constraints, falling token prices and higher funding costs force investors to reassess valuations. He speaks with Haslinda Amin on "Insight with Haslinda Amin." (Source: Bloomberg)

"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Queensland, New Zealand and Hong Kong with Haidi Stroud-Watts and Annabelle Droulers, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets. (Source: Bloomberg)

Carlo Diego D'Andrea, Vice President at the EU Chamber of Commerce in China, discusses trade relations between Brussels and Beijing. He speaks to Minmin Low on the sidelines of the China International Import Expo in Shanghai. (Source: Bloomberg)