Bloomberg Daybreak: Europe Edition

Episodes

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  Global Bond Rout, Meta’s Trillion-Dollar Threat, Mike Ashley's Property Empire 18.08.2026 17m

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) Longer-maturity bonds are at the epicenter of investor angst about everything from inflation to the debt-laden artificial-intelligence boom — and governments are paying the price.(2) The prospects for peace in the Middle East suffered a fresh setback, with President Donald Trump saying he’s not interested in extending the expiring agreement with Iran and tensions flaring anew in the Strait of Hormuz.(3) Russia’s hybrid war in Europe has already begun, Latvian President Edgars Rinkevics said, following warnings of Moscow’s attempts to intimidate nations supporting Ukraine.(4) China’s economy showed across-the-board weakness in July and growth likely slipped further below the government’s annual target, sparking a call from Premier Li Qiang on officials to ramp up supportive measures.(5) Meta Platforms is headed to court Tuesday for a high-stakes showdown with a coalition of state attorneys general over claims that the company deliberately designed Facebook and Instagram to encourage compulsive use among young users.(6) Anthropic is on track to generate annualized revenue of more than $65 billion based on its current performance, according to people familiar with the matter, up more than sevenfold from its pace at the end of last year.(7) Mike Ashley's Frasers Group has built a real estate empire and now owns around 8 million square feet of retail park and shopping center space, part of what the company’s CEO Michael Murray said is a 16 million-square-foot portfolio worth £2 billion.Podcast Conversation: America Has More Money, Europe Has Better MannersSee omnystudio.com/listener for privacy information.
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  Banks Fight Back, Trump Cuts Korea Drills, France Tax Cyberattack 17.08.2026 19m

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) JPMorgan Chase's Jamie Dimon warned UK Chancellor of the Exchequer John Healey in a call last week against higher taxes on banks as Prime Minister Andy Burnham’s government prepares its budget for October, the Financial Times reported.(2) Europe's lenders are hopeful the European Commission will tackle some of their biggest complaints. The continent is weighing a deregulation push after President Donald Trump’s administration vowed to unshackle banks from what it sees as excessive curbs introduced after the 2008 financial crash.(3) President Donald Trump said he’s told the Pentagon to “substantially reduce” joint military exercises with South Korea, indicating his shift was driven by frustration the longtime US ally hadn’t provided more support for his war with Iran.(4) Middle Eastern oil producers are pressing ahead with shuttling large volumes of crude out of the Persian Gulf, helping keep a lid on prices and assuaging fears of an energy-driven inflation spike, even as the Iran war drags on.(5) French Prime Minister Sebastien Lecornu will hold a crisis meeting Monday to respond to the cyberattack disclosed last week targeting the country’s tax collection agency.(6) Emergency services were attempting to control a large wildfire in the east of Belgium on Sunday, after the blaze destroyed about 2,700 hectares (6,700 acres) of a nature reserve and forced about 600 residents to evacuate in an area near the German border.Podcast Conversation: For Chefs and CEOs Alike, Vision Is PricelessSee omnystudio.com/listener for privacy information.
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  Daybreak Weekend: US Housing, Europe Data, Yen Intervention 14.08.2026 39m

  Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to S housing data, along with a focus on 3 stocks for the week ahead. In the UK – a look ahead to Europe inflation and PMI data. In Asia – a look ahead to why the persistent weakness of the yen is a troubling issue for Japan’s policymakers. See omnystudio.com/listener for privacy information.
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  Farage Beats Binface, 2001 US Debt Cost Record, Weather Forecasting Drones 14.08.2026 19m

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) Nigel Farage is returning to Parliament after winning an election designed to turn the page on questions over his personal finances that saw the Reform UK leader go head-to-head against a satirical candidate dressed as a trash can.(2) The US government sold 30-year bonds at the highest interest rate in a quarter century, a testament to investors’ demand for greater compensation to finance the nation’s growing deficit.(3) UK Prime Minister Andy Burnham faces a dilemma over how to cut the cost of living while rebalancing business taxes toward larger companies. Hitting some bigger firms might cause them to pass prices onto consumers.(4) OpenAI is on track to generate annualized revenue of more than $40 billion based on its current performance, according to people familiar with the matter, roughly doubling its run rate from the end of 2025 and bolstering the company’s plans for a Wall Street debut.(5) Poland said its security services prevented the assassination of a US citizen originally from Ukraine that was ordered by Russian intelligence.(6) An unusually powerful El Niño is raising the odds that 2026 will surpass 2024 as the world’s hottest year on record, and regardless, 2027 is expected to set a new high, according to a monthly analysis of global weather data by Berkeley Earth, a nonprofit research group.(7) Heat wave warnings are still in place in much of Europe today, although the peak in temperatures has now passed in France and the UK. The more frequent extreme weather events are pushing forecasters into using new technologies.Podcast Conversation: Cats and Dogs Are Now Being Given Anti-Aging Drugs, PeptidesSee omnystudio.com/listener for privacy information.
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  Russia Eyes Europe Sabotage, US Borrowing Costs Surge, Stock-Shy Europeans 13.08.2026 19m

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) Russia may escalate attacks against the Baltic States and Poland, a European intelligence official said, amid rising concern that Moscow wants to further intimidate nations supporting Ukraine.(2) A $42 billion auction of 10-year US Treasuries resulted in the highest yield for the benchmark securities since 2007, luring decent appetite from investors who’ve been demanding more compensation to finance the US government.(3) Prime Minister Sanae Takaichi’s government is supportive of a near-term rate hike by the Bank of Japan, with the next move likely either in September or October, according to people familiar with the matter.(4) Global stocks climbed toward a record and bonds extended gains as a subdued US inflation report eased concerns about an imminent interest-rate hike by the Federal Reserve. Brent snapped a six-day rally.(5) The US military campaign against Iran has so far failed to force the regime to capitulate. The Trump administration is betting once again that suffocating economic pressure will do the job.(6) Europe’s fifth heat wave of the summer is set to peak Thursday, the latest in a string of extreme weather events that have strained health systems and energy networks across the region.(7) The black box around Xi Jinping’s corruption crackdown has long fueled political gossip in China. Now, an underground market is emerging for selling purported secrets on who might be next to fall.(8) Toms Kreicbergs worked on Wall Street before returning to his native Latvia, where he writes science fiction and engages in an enterprise almost as fanciful: trying to get more of his fellow citizens to invest in the stock market. In countries big and small, the European Union is chasing a dream: Its savers, with €11 trillion stashed in bank accounts, will finally develop a lust for stock and bond markets and pump money into businesses across the region, powering both European growth and their own prosperity.Podcast Conversation: China Pioneered 90-Second Microdramas, and Hollywood Wants InSee omnystudio.com/listener for privacy information.
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  $150 Oil Now Possible, Solar Eclipse Power Shift, Bankers Leaving London 12.08.2026 21m

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) Oil advanced for a sixth day on skepticism about the prospects for a deal that would restore energy flows through the Strait of Hormuz, despite an upbeat assessment from some officials.(2) Pakistan’s defense minister said the US and Iran are “close to some sort of arrangement” over the Strait of Hormuz, even after both sides appeared to toughen their positions in the long-deadlocked negotiations. (3) The yen edged closer toward a key level against the dollar, raising concerns over Japanese authorities stepping in again to prop up the currency. (4) CoreWeave, a provider of computing that powers artificial intelligence systems, soared in late trading after the AI spending frenzy spurred faster sales growth than anticipated. (5) Night will fall on Europe’s power system a bit early Wednesday evening, as an eclipse is set to block solar generation across parts of the UK and western Europe.(6) Around 90,000 of London’s white-collar jobs are poised to transfer to other parts of the UK over the next five years, as Prime Minister Andy Burnham’s devolution drive and the capital’s cost pressures encourage businesses to shift work elsewhere.Podcast Conversation: Curry Dish, Not Big Mac, Captures Just How Weak Yen Is, BNY SaysSee omnystudio.com/listener for privacy information.
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  Intense Heat Hits Power & Crops, Trump's Secret Flight, Mercedes China EV Fail 11.08.2026 19m

  Your morning briefing. All the news you need to start your day.On today's podcast: (1) Another wave of intense heat is set to sweep across an already parched Europe this week, raising wildfire risks, threatening crops and drying watersheds feeding the region’s critically low rivers.(2) British shoppers retreated during the July heat wave, prioritizing small treats and cutting back elsewhere as the recent consumer boost showed signs of fading.(3) US President Donald Trump made sweeping new demands on Iran after Tehran reiterated requests for reparations as part of talks to wind down the conflict, dimming hopes of a quick deal that would reopen the Strait of Hormuz.(4) An Iranian assassination threat against President Donald Trump prompted an extraordinary operation last month in which he flew secretly from Turkey on an alternate military aircraft while the White House said he was aboard Air Force One, The Washington Post has learned.(5) US investment giants including Apollo Global Management, Blackstone, BlackRock. and Brookfield Asset Management are partnering with Nvidia to source $500 billion in financing for artificial intelligence infrastructure. Podcast Conversation: UK Wildfires Are Here to Stay. We Have to Adapt: Lara WilliamsSee omnystudio.com/listener for privacy information.
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  Europe’s Economic Mojo, Iran’s Security Shake-Up, Zimbabwe’s $20M Wedding 10.08.2026 16m

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) Economic growth in the euro zone is set to quicken after showing surprising resilience to the Iran war, according to a Bloomberg survey of analysts.(2) Iran promoted a hard-line ex-commander as its top security official, shaking up its highest decision-making body on national defense after saying it was “very close” to a deal with Oman over shipping through the Strait of Hormuz.(3) The alleged leader of an Irish organized crime gang, Daniel Kinahan, has been extradited to Ireland from Dubai to face allegations that he ran an international drug smuggling and money laundering empire.(4) Hiring at British businesses held steady in July, ending a downturn stretching back to the Liz Truss crisis in 2022, according to a closely watched survey.(5) Prime Minister Andy Burnham is embarking on a nationwide tour to promote new policies aimed at reducing the cost of living, just as controversy over his prisons policy threatens to end the honeymoon he’s enjoyed since taking office.Podcast Conversation:YouTube Stars Are a Hip New Asset Class: Lionel LaurenSee omnystudio.com/listener for privacy information.
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  Daybreak Weekend: US CPI, Europe Energy, RBA Decision 07.08.2026 39m

  Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to U.S CPI and PPI data, along with a focus on 3 stocks for the week ahead. In the UK – a look at some of Europe's biggest energy companies on their recent performance. In Asia – a look ahead to a monetary policy decision from the Reserve Bank of Australia. See omnystudio.com/listener for privacy information.
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  Europe Faces Gas Crunch, OpenAI’s Doughnut Device, Golfers Vs Sand Dunes 07.08.2026 17m

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) European natural gas jumped as traders awaited the US response to an Iran-Oman agreement on the Strait of Hormuz, while the continent faces pressure to replenish gas inventories before winter.(2) Extreme heat has killed more than 25,000 people across Europe this year, according to the latest available data compiled by Bloomberg.(3) The US blindsided the European Central Bank last week with its historic currency intervention to help Japan, only informing its counterparts in Frankfurt after it sold euros to buy the yen, the Financial Times reported, citing several people familiar with the matter.(4) Andy Burnham’s government declined to rule out increasing bank taxes in its upcoming budget, as bumper profits among lenders prompt speculation that the new administration will target City of London firms.(5) Meta Platforms was ordered Thursday to pay $567 million to the state of New Mexico and implement changes to protect minor users after a state court judge sided with the state’s attorney general in a landmark trial.(6) A highly anticipated new device from OpenAI will have a unique look, complete with moving parts that help give it personality, and likely cost more than $300, according to people familiar with the matter.(7) Coming off its most lucrative World Cup ever, FIFA is exploring selling US media rights for the next two tournaments together that would keep the controversial hydration breaks that boosted ad revenue, according to a person familiar with the matter.Podcast Conversation: What Happens When Smoke Gets in Your WinesSee omnystudio.com/listener for privacy information.
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  Hackers Hit Hedge Funds, Explosive Drone Found, Russia’s War Economy Pain 06.08.2026 18m

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) Hackers launched a wave of sophisticated attacks on Wall Street firms in recent days, targeting information systems at major money managers, according to people familiar with the matter.(2) Just days after his hedge fund was on the brink of collapse, Leopold Aschenbrenner has made his return to the investing scene, plunking down $400 million to back a privately held company, according to people familiar with the matter.(3) Iran said it had reached an agreement with Oman on a proposed route for shipping through the Strait of Hormuz, a potential step toward a reopening of the critical waterway for energy supplies.(4) Commerzbank unveiled a fresh share buyback as Chief Executive Officer Bettina Orlopp seeks to demonstrate that her strategy delivers strong returns while Italian rival UniCredit is preparing to control.(5) Germany’s Leipzig-Halle airport, a major hub for transporting cargo and military equipment, temporarily suspended flights after an armed drone was found overnight and a cargo plane collided in midair with a small, unidentified object.(6) FIFA said Wednesday it had apologized for errors made over Gianni Infantino’s failed plan to sell stakes in the World Cup and that senior staff in attendance at a crisis meeting in Morocco “reaffirmed their full support” for his presidency.(7) As President Vladimir Putin’s full-scale invasion of Ukraine extends for a fifth year, Russian businesses can no longer afford to keep pace with the Kremlin’s war machine in the wage race.Podcast Conversation: Come to Edinburgh and Eat … GelatoSee omnystudio.com/listener for privacy information.
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  SpaceX Spooks Investors, Secret Ukraine War Talks, Nuclear Reactors Run Dry 05.08.2026 17m

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) SpaceX’s stock fell after it disclosed higher-than-expected spending on its artificial intelligence business, overshadowing an inaugural quarterly report that broadly surpassed Wall Street forecasts.(2) Advanced Micro Devices Inc. tumbled in late trading after giving an underwhelming sales outlook, a sign shareholders expected more of a return from the global expansion of AI data centers.(3) Artificial intelligence models developed by OpenAI and Anthropic PBC carried out “unsanctioned” actions — including hacking a website and attempting to inject harmful code into software during safety testing — reinforcing fears that neither the creators nor seasoned researchers of these systems can predict their actions in testing.(4) President Donald Trump discussed efforts to de-escalate US-Iran tensions with Qatar’s Emir Sheikh Tamim Bin Hamad Al-Thani in a call Tuesday, according to the Gulf state’s government. A White House official confirmed the call, but didn’t offer additional details.(5) Former senior officials from the UK, France, Germany and Russia met in Vienna last month to explore potential conditions for peace talks to end Moscow’s war on Ukraine, according to people familiar with the matter.Podcast Conversation: ‘Refrigerator for Humans’ in Japan Offers Summer Scorcher ReliefSee omnystudio.com/listener for privacy information.
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  HSBC's $1 Billion Reward, Darkness Falls Across Asia, Big AI Bets Divide Funds 04.08.2026 21m

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) HSBC announced a fresh stock buyback and raised its cost-cutting target as it reported second-quarter earnings that beat estimates despite China’s crackdown on cross-border wealth flows.(2) The Rhine River’s water levels dropped to the lowest in nearly 150 years as hot, dry weather grips Europe, threatening to disrupt a crucial route for transporting coal, fuel and industrial commodities across a large swath of the continent. (3) President Donald Trump said his latest offer of talks is a “last chance” for Iran after he called off what he said was a major attack on the Islamic Republic.(4) The Iran war's impact is unfolding across Asia and it's visible from space. Bloomberg Economics analysis of NASA satellite imagery found that nearly 60% of the land area in the region experienced abnormal declines in nighttime radiance since the conflict began.(5) The EU will try to restore unity today at a meeting of home affairs ministers, after Spain's migrant crisis exposed deep divisions within the bloc.(6) Treasury Secretary Scott Bessent’s call for the Federal Reserve to boost a facility that Japan can use to support its currency has put renewed attention on the ties between the two institutions, which typically operate at arm’s length.(7) Apple is yet again challenging the UK government in court over its attempts to access the encrypted data of customers, including iPhone users, according to two people familiar with the matter.Podcast Conversation: Americans Are Rethinking Their Love Affair With Plant MilksSee omnystudio.com/listener for privacy information.
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  Trump Zigzags On Iran, Europe’s Migrant Fears, Burnham’s Devolution Bet 03.08.2026 16m

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) President Donald Trump said new Iran talks would begin Monday afternoon after he called off a planned attack on Iran partially in response to pleas from US allies in the Middle East, including Saudi Arabia.(2) The yen rallied sharply on Monday amid speculation that authorities may have intervened to prop up the currency again after coordinated action between the US and Japan last week.(3) The UK government has more than doubled the number of crime agency officers deployed to combat human smuggling in the past 18 months as it steps up efforts to stop the gangs behind illegal migration.(4) The Spanish port of Ceuta over the weekend no longer looked like a city on edge, but residents were still rattled by the events of last week. Nearly all of the around 60,000 people who crossed have been returned to Morocco, but the humanitarian crisis has reignited a debate around immigration in Europe.(5) AstraZeneca has explored an acquisition of Bristol Myers Squibb, a megadeal that would create one of the world’s largest drugmakers, according to people familiar with the matter.(6) Two helicopters collided in Greece’s Attica region, as they fought to contain a wildfire sweeping through a mountainous coastal area bedecked with forests.(7) The evidence suggests that devolution is no panacea. But studies from Harvard and the Organisation for Economic Cooperation and Development are backing up new UK Prime Minister Andy Burnham's central theory of putting power in the hands of regional governments. Podcast Conversation: AI Adoption Is Dividing Friends, Families and Co-WorkersSee omnystudio.com/listener for privacy information.
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  Daybreak Weekend: US Jobs, European Earnings, Vietnam Eco 31.07.2026 37m

  Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to the July jobs report in the U.S with a focus on 3 stocks for the week ahead. In the UK – a look ahead to some of the most consequential earnings releases of the year in Europe. In Asia – a look ahead to key economic data for Vietnam in the week ahead, including numbers on consumer prices and trade. See omnystudio.com/listener for privacy information.
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  24h Hedge Fund Fire-Sale, UEFA Vs FIFA, Europe’s Unstoppable Wildfires 31.07.2026 19m

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) Leopold Aschenbrenner's hedge fund, Situational Awareness, was forced to sell billions of dollars of technology investments that had rapidly lost value, as nervous banks began to demand more collateral for his trades. (2) Anthropic said its artificial intelligence models breached three organizations during cybersecurity tests that went awry, a little more than a week after its chief rival, OpenAI, disclosed a similar incident.(3) Apple tumbled in late trading after component shortages weighed on the company’s sales forecast, signaling that industrywide supply constraints are taking a bigger toll than anticipated.(4) The yen gave up more of its intervention-driven gains after the Bank of Japan left interest rates unchanged, with traders turning their attention to whether Governor Kazuo Ueda can offer support for the currency at his press conference later Friday.(5) UEFA, Europe’s football governing body, on Thursday approved a boycott of FIFA tournaments if President Gianni Infantino proceeds with his plans to sell stakes in a new commercial entity to investors.Podcast Conversation: London’s Former Seats of Power Reopen as Luxury HotelsSee omnystudio.com/listener for privacy information.
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  US Yields Hit 19-Year High, ‘Powerful’ Strikes on Iran, Ray-Ban Fortune Feud 30.07.2026 21m

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) The message from the bond market was clear: For all of Federal Reserve Chairman Kevin Warsh’s tough talk about taming inflation, he’s in no rush to use the power of the central bank to do it. The Fed kept interest rates unchanged for a seventh straight month, prompting investors to dump 30-year Treasury bonds and send the yield up to nearly 5.23%, a 19-year high.(2) The Bank of England is set to leave interest rates on hold as it sticks to a wait-and-see approach to navigate the wild swings in oil and gas prices.(3) The US launched a new wave of strikes against Iran in response to attacks on American military bases in the Middle East, escalating a conflict that has spread across the region.(4) Samsung posted a 250-fold surge in chip profits and now expects memory shortages to worsen next year, reflecting the relentless pace of a global AI infrastructure buildout.(5) Meta Platforms gave a disappointing quarterly revenue forecast, stepping up pressure on Chief Executive Officer Mark Zuckerberg to allay investor concerns that the company isn’t swiftly benefiting from its massive outlay on artificial intelligence.Podcast Conversation: Once You’ve Heard ‘Luxury Voice,’ You Can’t Unhear It: EssaySee omnystudio.com/listener for privacy information.
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  Surprise Iran Attack On US Bases, OpenAI Model Escapes Again, Spain’s Buffett Acolytes 29.07.2026 19m

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) The US said it intercepted an Iranian attack on military bases, ending a dayslong pause in fighting and increasing the risk of a return to full-blown war in the Middle East.(2) SK Hynix earmarked at least $31 billion in capital spending this year after reporting a six-fold surge in quarterly profit, a record outlay that coincides with growing fears about overinvestment in AI capacity.(3) An OpenAI artificial intelligence agent that breached systems at the startup Hugging Face Inc. earlier this month also compromised a customer of the technology company Modal. (4) Firefighters in Spain and France are racing to contain wildfires threatening Madrid and Bordeaux as Europe’s fourth heat wave of the summer hinders efforts to bring the blazes under control.(5) UEFA is considering a boycott of FIFA events, according to a person familiar with the matter, in a seismic rift between the most powerful governing bodies of football. Podcast Conversation: Runners Splurge on $350 Shorts, $140 Moth-Hole Tees to Look GoodSee omnystudio.com/listener for privacy information.
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  Global Chip Rout Deepens, Spain & France Count Cost, Vinted's US Ambitions 28.07.2026 19m

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) A global selloff in semiconductor stocks deepened on Tuesday, as fresh signs of China’s progress in advanced chipmaking and mounting concerns over the artificial intelligence spending boom sparked another wave of selling across the sector.(2) France and Spain are studying ways to pump money into regions hit by massive wildfires over the past week even before the conflagrations are fully contained.(3) LVMH’s key fashion and leather goods unit, home to Louis Vuitton and Dior, barely eked out sales growth last quarter as the conflict in the Middle East deterred wealthy shoppers.(4) Labour Members of Parliament warned Andy Burnham he will lose the support of his governing party if he approaches welfare reform with a focus on “punitive” cuts, as Britain’s new prime minister prepares to announce plans to alleviate rising youth unemployment.(5) The UK shared its “Stone Cloak” technology capable of jamming Russian air defence systems with Ukraine as President Volodymyr Zelenskyy became the first foreign leader to visit Britain for talks with new Prime Minister Andy Burnham.Podcast Conversation: Midlife Wants Comfort. Your Brain Wants Friction: Abby McCloskeySee omnystudio.com/listener for privacy information.
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  300,000 Flee Wildfires, Europe’s Market Mojo, French Spy Tech Shift 27.07.2026 18m

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) More than 300,000 people have fled their homes in towns and villages across France and Spain even as wildfires threaten the major cities of Madrid and Bordeaux, and as a new blaze erupted in the Vall d’Uixó region in Spain’s east.(2) The US paused an almost two-week run of strikes against Iran for a second night while the Islamic Republic signaled it was refraining from any retaliatory attacks and held talks with Oman over the Strait of Hormuz.(3) ⁠⁠Oil sank as the US and Iran paused strikes, easing tensions in the five-month-old conflict, even as the Houthis claimed attacks against Saudi targets and ship-tracking suggested flows remained constrained.(4) The suspect in Saturday’s deadly van attack on Berlin’s LGBTQ pride event was shot dead early Sunday evening in a police operation in the German capital, city officials said.(5) CXMT’s shares opened 472% higher in their Shanghai debut on Monday, making the memory chipmaker China’s largest onshore-listed company as investors flock to beneficiaries of the AI boom.See omnystudio.com/listener for privacy information.