Bloomberg Daybreak: Europe Edition

Episodes

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  Nvidia Board Considers Replacing Jensen Huang, UK-EU Brexit Warning, School Bomb Hoaxes 12.11.2026 32m

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) Nvidia's board has been working with an outside firm to identify potential replacements for Chief Executive Officer Jensen Huang following reports of multiple extramarital affairs, including one with a woman who is reportedly suspected of spying for China, a person familiar with the situation said.(2) The suspected Chinese spy at the heart of a scandal that threatens to take down Nvidia Chief Executive Officer Jensen Huang has returned to her home country, people familiar with the matter said.(3) Xi Jinping’s third summit of the year with Donald Trump is going off script before their meetings even get underway, as the spy allegations engulfing Nvidia Corp.’s Jensen Huang reopen old rifts.(4) David Cameron, the former prime minister who led Britain’s unsuccessful campaign to stay in the European Union, warned Prime Minister Andy Burnham against seeking to rejoin the bloc, arguing that it would undermine talks for closer ties.(5) The parties in Chancellor Friedrich Merz’s ruling coalition rolled back some planned social-spending cuts and delayed new taxes, clearing the way for a deal on Germany’s 2027 budget.(6) Thousands of schools in Europe were targeted by bomb threats, leading to evacuations and adding to the recent disruption across the continent that grounded planes and saw supermarket fridges hacked.(7) Democrats padded their US Senate majority with a surprise win by Scott Colom, a district attorney who ousted Mississippi Senator Cindy Hyde-Smith in a reliably Republican state that President Donald Trump won by more than 22 percentage points in 2024.See omnystudio.com/listener for privacy information.
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  Climate Chaos Tests COP31, AI Firms Quiet Bubble Talk, Rate Hike Warnings 11.11.2026 22m

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) World leaders head to Turkey today for the UN's COP31 climate conference amid growing concern over extreme and erratic weather. This year is on course to become the hottest in modern history and a record-breaking El Niño is amplifying global warming.(2) Across Europe, governments, industries and citizens are in a second major energy crisis in less than five years, having never fully recovered from the first — 2022’s brutal gas price shock that followed Russia’s invasion of Ukraine.(3) CoreWeave eased fears about its debt-laden business during a high-stakes quarterly report, indicating that sales growth remains strong despite challenges facing the data center industry.(4) Andy Burnham’s government won’t accept so-called dynamic alignment of the UK’s financial services rules with those of the European Union, a stance that raises questions about the premier’s wider ambitions for closer ties.(5) British police have arrested a US Army soldier on suspicion of being involved in a Russian espionage operation in a case that involved both UK and American authorities.(6) Secretary of State Marco Rubio touted a productive first day of US-mediated talks between Russia and Ukraine to end their war, now in its fifth year, saying that President Donald Trump’s administration and Europe have the same goals in mind.(7) A hotter than expected US inflation print has traders around the world ramping up bets on rate hikes. A US Core CPI rose by 0.3% last month, topping estimates.Podcast Conversation: Sony Bets on Homegrown Anime to Fuel Decades of Future GrowthSee omnystudio.com/listener for privacy information.
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  FBI Investigates Nvidia Scandal, Europe Riots Insurance Risk, Taiwan's Preppers 10.11.2026 22m

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) Nvidia’s general counsel intervened in a US government probe of suspected smuggling of AI chips by Megaspeed International, questioning whether the Trump administration played a role in detaining an executive from the Singapore-based firm who’s now at the heart of a scandal threatening Jensen Huang.(2) Though it’s not uncommon to see cultlike tech CEOs who obsess over details, Huang is in a class of his own. He has led the business since its very beginning 33 years ago, the longest such run in Silicon Valley. And even as Nvidia grew into one of the world’s most powerful companies — with a stock return of more than 700,000% — there’s still no one designated to potentially replace him.(3) Anthropic sent out and retracted a filing that appeared to show it was aiming to raise as much as $69.3 billion ⁠through an initial public offering, Reuters said.(4) President Donald Trump said further strikes on Iran wouldn’t be necessary but the US remains “locked and loaded,” an indication that he’s winding down the conflict after Republicans’ midterm elections loss underscored its deep unpopularity.(5) Russian and Ukrainian envoys will discuss territorial issues and proposals for ceasefire monitoring in the United Arab Emirates this week, according to a senior US official, as a new round of negotiations to end the war gets underway.(6) Insurers are taking steps to limit their exposure to the risk of losses tied to a wave of street protests in cities across Europe.(7) China’s trade surplus ballooned to just over $1 trillion for the year despite the biggest surge in imports since 2021, with an increasingly lopsided relationship with the European Union accounting for nearly a third of the overall imbalance.(8) Taiwan's people are coming to grips with the growing risk that Beijing poses to the status quo and quietly preparing for an invasion, according to interviews with two dozen individuals from different walks of life, ranging from an excavator operator to a diplomat. Paradoxically, this possibility is often coupled with the inability to imagine it might actually happen.Podcast Conversation: Reality TV’s Newest Viewers Are Here To Make MoneySee omnystudio.com/listener for privacy information.
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  Nvidia CEO Affair With Chinese Spy Suspect, Burnham Revisits Brexit, Rare Earth EU Move 09.11.2026 20m

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) Nvidia Chief Executive Officer Jensen Huang admitted he had an affair with a woman identified in a series of reports as a suspected Chinese spy, plunging the chip colossus into a crisis like none before in its three-decade history.(2) UBS Chief Executive Officer Sergio Ermotti said the sweep of Democrats in the US midterm elections could trigger a slowdown in the construction of artificial intelligence capacity.(3) Andy Burnham plans to travel to Dublin this week for a meeting of the European Political Community, as the British prime minister’s push to reopen the Brexit debate revives old divisions.(4) US Secretary of State Marco Rubio played down the chances of a breakthrough in talks on ending the conflict with Iran, saying Tehran’s demands to date are unacceptable and in some cases “outrageous and ridiculous.”(5) Poland’s deadliest shooting in decades left the country shaken and searching for answers among its deepening political divisions.(6) Reducing Europe’s dependence on imports, particularly from China, has become an urgent issue as the materials increasingly get used as economic leverage. The European Union has earmarked dozens of strategic projects for development under its Critical Raw Materials Act, with estimated costs of over €43 billion.Podcast Conversation: One of Classical Music’s Biggest Stars Says AI Is Degrading Our TasteSee omnystudio.com/listener for privacy information.
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  Here's Why Gerrymandering Failed in the US Midterms | Sunday Listen 08.11.2026 8m

  Republicans and Democrats moved the boundaries of Congressional districts in an effort to bolster support ahead of the US midterms. But the blue wave of Democrat gains saw the partisan manipulation of maps largely fail to deliver. Our Opinion columnist Mary Ellen Klas joins Stephen Carroll to discuss.See omnystudio.com/listener for privacy information.
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  Daybreak Weekend: US CPI, Ireland Summit, China's Singles Day 06.11.2026 39m

  Bloomberg Daybreak Weekend with Host John Tucker 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 data, with a focus on 3 stocks for the week ahead. They include: Paramount Skydance (PSKY) Hims & Hers (HIMS) and TakeTwo Interactive (TTWO) In the UK – a look ahead to Ireland’s biggest summit ever. In Asia – a look ahead to China's Singles Day holiday.  See omnystudio.com/listener for privacy information.
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  Biggest Selloff Since 2020, $2.3 Trillion Erased, Aircraft Bomb Threats In Europe  06.11.2026 20m

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) The fears had shadowed Wall Street off and on for months. Then, all at once, everyone rushed for the exits. The hardest hit were the companies at the heart of the artificial-intelligence boom.(2) Jensen Huang got an expensive taste of the Democratic Party’s newfound political power Thursday. The Nvidia Corp. CEO’s net worth fell by $15.1 billion to $150.9 billion as stocks tumbled. Other big losers were SpaceX’s Elon Musk and Oracle Corp. co-founder Larry Ellison.(3) Japan’s Nikkei 225 Stock Average slumped Friday, putting the tech-heavy gauge on course to enter a technical bear market as investors unwind artificial intelligence-related trades.(4) Bloomberg Economics modelled what an AI market crash might look like. If the S&P 500 were to drop by 20%, it could wipe 1.6 trillion dollars from global GDP.(5) Hedge Fund strategies designed to behave independently suddenly lost money in lockstep, exposing crowded positions, heavy leverage and vulnerabilities that had been easier to overlook during the long ascent of AI-linked stocks.(6) Bank of England Governor Andrew Bailey said another interest-rate hike is more likely than not if the high energy costs seen in recent weeks return.(7) French protests over the cost of living showed no signs of losing steam on Thursday, raising the pressure on the government as it struggles to push a budget through parliament.(8) The hackers who stole $6.3 billion from Binance last week found a way to take 40% of the stolen cryptocurrency in one hit, reducing their chances of being caught in the act, and it cost them just $15.(9) More than 10 flights were forced to divert or were searched by authorities after European airlines suffered a second wave of bomb threats in a week.Podcast Conversation: Goldman Traders Say Phones ‘Are Exploding’ as AI Selloff WorsensSee omnystudio.com/listener for privacy information.
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  Republican Blame Game, BOE Set To Hike, Stray Drones Insurance Market 05.11.2026 22m

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) The Republican Party’s generational collapse in this week’s midterm elections ushered in a wave of finger-pointing largely aimed at the Oval Office, exposing deep fissures within the party and opening the door for 2028 hopefuls to hone their message.(2) Elon Musk’s Texas-based empire is coming under investor scrutiny after Democrats clinched unlikely wins in his adopted state on their way to taking control of Congress.(3) Wall Street’s biggest trading desks are urging clients to increase their exposure to US stocks, betting that lackluster investor positioning leading up to the midterm elections has created room for a year-end rally.(4) France is bracing for a day of strikes and demonstrations over the cost of living, extending more than a month of protests, as parliamentary talks over next year’s budget remain deadlocked.(5) The Bank of England looks ready to raise interest rates by a quarter point to 4%, its first hike in more than three years.(6) Artificial intelligence skills are no longer optional for the hundreds of thousands of young Britons seeking their first job, according to data from recruitment platforms that show how the technology is deciding who gets a foothold in the toughest labor market in decades.(7) From an apartment building in Romania to a parked car in Lithuania, drones from the war in Ukraine have increasingly been inflicting damage along NATO’s eastern flank this year. The heightened risk is now spawning a small, but growing area of the insurance business.Podcast Conversation: I’m a Proud Prepper and You Should Be TooSee omnystudio.com/listener for privacy information.
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  Seismic Democrat Wins, Senate & House Flip, 'Wild' Blue Wave Markets 04.11.2026 22m

  On today's podcast:(1) Democrats won control of both chambers of the US Congress in a midterm election landslide that amounted to a rejection of President Donald Trump following widespread voter discontent with the economy and the war in Iran. (2) President Donald Trump congratulated Democrats for doing “a good job” after the party inflicted devastating defeats on his Republican allies, winning back both houses of Congress and picking up several governors’ mansions. But the president, in an interview with Fox News early Wednesday morning, didn’t take responsibility for a long night of GOP defeats, including many in what had been considered reliably conservatives states.(3) Some of the night’s most stunning GOP losses were notched by candidates Trump had personally anointed. In the Texas Senate race, Democrat James Talarico beat Republican Attorney General Ken Paxton to score the party’s first statewide win in more than 30 years. And in South Carolina, Senator Darline Graham, who was appointed to a US Senate seat after her brother Lindsey Graham’s death, came up short in her quest for a full six-year term against Democrat Annie Andrews.(4) In Michigan, Democrat Abdul El-Sayed became the first Muslim elected to the US Senate in the face of repeated attacks from Trump, who labeled him a “jihadist.” Even Republican Senator Susan Collins in Maine, who’d previously held her seat in a blue state, was unable to hang on and conceded to Democrat Troy Jackson.(5) A Democratic sweep of both houses of Congress rippled across global markets, sending stocks and the dollar lower while boosting Treasuries on speculation that the result will put the brakes on President Donald Trump’s agenda.See omnystudio.com/listener for privacy information.
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  US Midterms Election Day, Freezer Hack Hits Europe, Hungary Opens Secret Files 03.11.2026 21m

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) Voters across the US go to the polls today, passing judgment on the first half of Donald Trump's second term. All 435 House seats and 35 Senate seats are being contested as well as 36 State governor races. Republicans currently control both chambers of congress -- but polls point to significant Democratic gains that could flip those majorities.(2) Supermarkets across Europe were hit by suspected cyberattacks that resulted in sudden changes in the temperatures of their fridges and freezers on Monday, echoing a more widespread problem in France last month.(3) Iran President Masoud Pezeshkian said his government has been granted more authority by the country’s supreme leader to pursue peace talks, as President Donald Trump hinted at progress in negotiations.(4) Gold is trading slightly lower today, after its biggest jump in two months yesterday as hopes of progress in US-Iran peace talks eased inflation anxiety. Despite the pressure from oil and interest rates, demand from a key group of buyers has remained strong.(5) Walt Disney is moving toward thousands of job cuts with the entertainment giant asking some managers to target 20% in annual cost savings, according to people familiar with the matter.(6) Apple delivered a mixed outlook to investors in its first quarterly report under Chief Executive Officer John Ternus, with narrower profit margins overshadowing an upbeat sales forecast.(7) Six months after his resounding defeat of Orbán’s Fidesz party, Magyar is moving as fast as he can. That includes combing through mountains of files seeking evidence of corruption or theft of public money on Orbán’s watch.Podcast Conversation: Where to invest $1,000,000See omnystudio.com/listener for privacy information.
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  AI’s ‘Healthy’ Reality Check, US Midterm Countdown, UK's Slave Trade Legacy 02.11.2026 16m

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) Recent artificial intelligence related market stumbles have somewhat burst the bubble of infallibility around the sector, said Howard Marks, co-chair of Oaktree Capital Management.(2) Russia's emergencies ministry said on Monday that a "massive cyberattack" hit its application, designed to warn people of incoming drone attacks and other threats.(3) US officials are promoting a plan for Russia to resume sales of natural gas to Europe via pipelines running through Ukraine, the Wall Street Journal reported.(4) Mass demonstrations in Germany that passed largely peacefully on Saturday erupted in violence as night fell and rioters faced off against police in Frankfurt, Cologne, Hamburg and Berlin.(5) Representative Haley Stevens, who lost the Democratic primary for Michigan’s US Senate seat, backed Republican candidate Mike Rogers, breaking with Democratic nominee Abdul El-Sayed and exacerbating a split between progressives and moderate party members.(6) After crossing the finish line of the Mexico City Grand Prix behind race winner Max Verstappen and Lewis Hamilton, F1 history-maker Kimi Antonelli placed his hands on the steering wheel and his voice cracked as he said, “We did it, we did it.”Podcast Conversation: Trying Not To Sound Like AI Is Changing How We Write See omnystudio.com/listener for privacy information.
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  Thinking Capital | Cultural Capital: How do you hone cultural fluency as a competitive advantage? (Sponsored Content) 01.11.2026 22m

  From the worlds of art and creativity to international business and strategy, this episode explores how cultural fluency can become a competitive edge. Hear from Phyllis Kao, Vice President of Luxury and Auctioneer at Sotheby's; Alan Gilpin, CEO of World Rugby; Judy Liu, co-founder of Trinity Asia; and Maggie Ng, CEO of HSBC Hong Kong on how to feel at home across different cultural and geographical contexts. This episode is sponsored by HSBC.See omnystudio.com/listener for privacy information.
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  Daybreak Weekend: US Jobs, BOE Meeting, RBA Decision 30.10.2026 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 the October jobs report, along with a focus on 3 stocks for the week ahead. They include: Apple, Palantir and Airbnb. In the UK – a look ahead to the next Bank of England monetary policy decision. In Asia – a look ahead to the next Reserve Bank of Australia rate decision. See omnystudio.com/listener for privacy information.
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  Changing of Lagarde, Binance's $6.3B Hack, Big Tech's Bruising Week 30.10.2026 21m

  Your morning briefing. All the news you need to start your dayOn today's podcast:(1) Christine Lagarde will leave the European Central Bank with one victory notched up over inflation, camaraderie restored among policymakers and the euro on track to join the digital age.(2) The Bank of Japan held its benchmark interest rate unchanged while indicating for the first time that underlying inflation has reached its 2% target, a milestone that opens the door to a hike as soon as December.(3) Technology shares sold off for a second consecutive day as another round of disappointing earnings accelerated a rotation out of the artificial intelligence trade and drove investors toward haven assets such as Treasuries. Crude oil gained.(4) Binance, the world’s largest crypto exchange, said $6.3 billion of funds are involved in what the industry is describing as crypto’s biggest-ever hack. Digital tokens fell.(5) When the taps suddenly run dry in the low-slung house that Sharlene Smith shares with her ailing mother in Westbury, Johannesburg, the 59-year-old South African is forced to leave the safety of their property, and cross dangerous territory in search of water.Podcast Conversation: One Book and Its Many Adaptations Have Caused a Furor in PolandSee omnystudio.com/listener for privacy information.
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  Healey's First Budget Interview, Tech Rally Stalls, Fed Holds Fire 29.10.2026 31m

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) Chancellor of the Exchequer John Healey defended his first budget against criticism that it lacked ambition, while warning Britain would face “hard decisions” about its spending priorities in the years ahead.(2) Federal Reserve Chairman Kevin Warsh on Wednesday left the central bank on track to raise interest rates again this year, even as he stuck to his refusal to offer any explicit guidance on the future path of policy.(3) Traders haven’t increased bets on tightening by the European Central Bank recently despite more upside in oil prices. That’s bad news for the euro.(4) Technology stocks trimmed their losses as the European session neared, after disappointing earnings from two industry heavyweights earlier revived doubts over whether billions of dollars in AI spending will deliver sufficient returns. Oil fell.(5) Oil dropped as traders assessed fresh diplomatic efforts in the Middle East to avert a potential restart of US military strikes on Iran.Podcast Conversation:Healey Defends Scale of UK Budget And Warns Hard Decisions AheadSee omnystudio.com/listener for privacy information.
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  Israel Vote Too Close to Call, Bolsonaro Flees Brazil, UK's 'Mañana Budget' 28.10.2026 32m

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) Israeli Prime Minister Benjamin Netanyahu and opposition leader Gadi Eisenkot are neck and neck in the first election since the 2023 Hamas attacks, setting up a tense period of negotiations over who will form the next government.(2) - Oil rose on a report the US may resume military strikes on Iran after next week’s midterms, and as traders tracked a tight Israeli election.(3) UK Chancellor of the Exchequer John Healey said his first budget would deliver “breathing space” for Britain, as Andy Burnham’s new administration seeks to sustain a poll bounce at minimal cost.(4) Bullish bets in US Treasuries are vulnerable to a sharp reversal if the Federal Reserve takes a more aggressive stance at its upcoming monetary policy meeting.(5) Brazilian senator Flávio Bolsonaro arrived in Miami on Tuesday after fleeing his country following a defeat in its presidential election, O Globo reported.Podcast Conversation: Labour's Finance Gurus Are Both Worth Listening toSee omnystudio.com/listener for privacy information.
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  Anthropic’s $2 Trillion Test, HSBC Profit Miss, Israel's Tight Election 27.10.2026 21m

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) Anthropic's initial public offering is laying bare the extremes of the multi-trillion-dollar AI boom business model: extraordinary growth paired with uncertainty about demand and the spending required to continue developing the technology(2) A trio of mega artificial intelligence financing deals announced Monday morning had one name in common: Goldman Sachs. (3) HSBC shares fell more than 5% in Hong Kong after the bank posted earnings that fell short of estimates in the third quarter and kept its outlook for the rest of year unchanged.(4) Israel is holding its first election since the 2023 Hamas attack that traumatized the nation and triggered the wars in Gaza, Lebanon and Iran, a vote many consider to be the country’s most consequential in decades.(5) Markets sold off in record fashion after Lula's win, fueled by fears that he will pursue tepid measures to address Brazil's fast-deteriorating fiscal situation, with high interest rates suffocating the economy and households drowning in record debt.Podcast Conversation: Why I’m Excited About a Bucket of White PaintSee omnystudio.com/listener for privacy information.
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  France Cracks Down, Musk's $40B Chip Deal, Lula's Shock Brazil Win 26.10.2026 19m

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) President Luiz Inácio Lula da Silva came from behind to win Brazil’s runoff election, halting a right-wing wave sweeping Latin America and defying predictions that the 80-year-old political veteran had finally reached the end of his extraordinary career.(2) Serbian longtime leader Aleksandar Vucic surprisingly conceded defeat in a snap vote, handing victory to a student-led movement that built mass support by pledging to fight graft and reverse democratic backsliding.(3) France avoided a repeat of large-scale violence and looting that marred nationwide protests a week ago, suggesting the government’s decision to boost police numbers and contain marches paid off.(4) Venezuelan opposition leader María Corina Machado arrived in Caracas Sunday night, capping a daylong journey through five states that drew crowds of supporters and raised expectations for a return to democracy.(5) Elon Musk said SpaceX has closed a $40 billion debt deal to pay for the chips needed to fuel its artificial intelligence ambitions. People familiar with the discussions, though, told Bloomberg News that talks over pricing were still ongoing.Podcast Conversation:Why the Book World Remains Obsessed With Celebrity MemoirsSee omnystudio.com/listener for privacy information.
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  Daybreak Weekend: US Tech, UK Budget, BOJ Decision 23.10.2026 38m

  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 next monetary policy decision from the Federal Reserve, along with U.S tech earnings. In the UK – a look ahead to the UK's annual budget. In Asia – a look ahead to the next monetary policy decision from the Bank of Japan. See omnystudio.com/listener for privacy information.
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  Markets Rush To Safety, French Military Protest Deployment, Brexit-Sized Confidence Slump 23.10.2026 21m

  Your morning briefing. All the news you need to start your day. On today's podcast: (1) The artificial intelligence trade stayed on the back foot as investors rotated out of one of the year’s hottest themes and sought safety in bonds. Adding to the pressure, crude oil extended its gains. (2) French authorities are bracing for a new round of protests Saturday, rolling out the military to back up police in a bid to prevent a repeat of last weekend’s riots and reassure markets unnerved by the violence.  (3) There's a growing divide over how much further the European Central Bank will raise rates, as oil remains above $110 a barrel. (4) Banks, airlines and governments across Europe, Asia and the Americas are pulling down websites to avoid being hacked. Artificial intelligence models helped to find vulnerabilities in a commonly used programming language called PHP.  (5) UK consumer sentiment plunged in October as soaring fuel prices brought home the scale of the cost-of-living hit from the Middle East conflict. (6) Britons looking for a flavor of the upcoming first budget of Andy Burnham’s UK government need look no further than the descriptors emanating from Chancellor of the Exchequer John Healey and his officials at the Treasury: Do no harm. Steady as she goes. Focused. (7) President Donald Trump spoke to SpaceX Chief Executive Officer Elon Musk and asked him to lift restrictions on his company’s Starlink satellite system, the Wall Street Journal reported Thursday. (8) With a fresh infusion of cash to his super political action committee in the first two weeks of October, Elon Musk has now given more than $445 million in the current election cycle and become one of the biggest-ever contributors to such groups. Podcast Conversation: AI Agents Are Coming for Bank’s Easy MoneySee omnystudio.com/listener for privacy information.