Bloomberg Daybreak: US Edition

Episodes

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  GOP Thwarts Hegseth Impeachment; CoreWeave Quiets AI Doubts 11.11.2026 15m

  Today's top stories, with context, in just 15 minutes. On today's podcast:1)  House Republicans blocked the impeachment of Defense Secretary Pete Hegseth for US military actions in the Middle East and Latin America, effectively killing the effort until Democrats take over Congress in January. GOP leaders forced a procedural vote to block quick consideration of the impeachment measure introduced on Monday by Kentucky Republican Thomas Massie. That procedural step, which sends the measure to the Judiciary Committee where it’s expected to languish, passed 211-204. 2) Nvidia Corp.’s investigation of Chief Executive Officer Jensen Huang’s affair with an alleged Chinese spy is raising questions about the company’s future and sending its stock into a tailspin. In the wake of Huang’s shocking disclosure in a memo to Nvidia employees on Sunday, Wall Street is wondering if the biggest and most important artificial intelligence chipmaker will be able to keep its leader and public face. Nvidia shares had been under pressure prior to this crisis as investors increasingly questioned the durability of the AI trade and the hundreds of billions of dollars in capital expenditures that are funding it. 3) CoreWeave Inc. 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. The AI computing provider projected revenue of $13 billion to $13.3 billion this year. That exceeded its previous range of up to $13.2 billion and sailed past the $12.9 billion that Wall Street had predicted. The outlook offered some solace to the battered neocloud industry, which provides computing power to AI developers. Though the company has been signing new customers and adding infrastructure, its rapid spending and heavy debt load have worried investors.See omnystudio.com/listener for privacy information.
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  FBI Investigates Nvidia CEO, Anthropic IPO Snafu 10.11.2026 16m

  Today's top stories, with context, in just 15 minutes.On today's podcast:1) President Trump said the FBI is looking into Nvidia Corp. Chief Executive Officer Jensen Huang’s extramarital relationship with a suspected Chinese spy, and offered his support to the embattled chip magnate a day after the affair was disclosed. Despite the allegations, Trump said Monday that he spoke to Huang earlier in the day to ask how he was doing, and praised Huang as a “very honorable man.” Trump’s remarks on Monday marked the second day in a row that he has defended the Nvidia chief following Huang’s admission that he had cheated on his wife of four decades, a revelation that has plunged the chipmaker at the heart of the artificial intelligence boom into an unprecedented crisis.2) Anthropic PBC is set to kick off the formal marketing of its blockbuster initial public offering as early as Tuesday after an apparent snafu over the filing documents added a dose of last-minute drama to a nervous market. Monday’s brief clerical misstep, in which a leaked prospectus mistakenly dangled a $69.3 billion fundraising target before getting retracted, provided an unexpected jolt to investors preparing for the Claude chatbot maker’s offering. The number, which the company reportedly later said was outdated, indicated a target that would fall short of an earlier goal of matching SpaceX’s record-setting debut.3) President Trump offered full-throated support for Pete Hegseth, signaling that the embattled defense secretary’s job was safe for now amid a congressional effort to impeach him for his conduct of the Iran war. Republican Representative Thomas Massie introduced a measure on Monday to impeach Hegseth, roughly one week after the president’s party lost its majorities in both chambers of Congress in part because of the conflict in the Persian Gulf.See omnystudio.com/listener for privacy information.
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  Nvidia CEO Affair Sparks Probe, Trump Admits Policy Mistake 09.11.2026 14m

  Today's top stories, with context, in just 15 minutes.   On today's podcast:   1) Nvidia Corp. 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. Huang disclosed the romantic relationship in a memo to employees on Sunday, saying the Nvidia board was launching an investigation. He had previously said there was nothing inappropriate about his relationship with the woman, who worked for a Singapore-based customer.   2) President Trump said it’s possible his administration has been “too tough” with its deportation policies, conceding that it may have hurt the Republican Party in the midterm elections. “I get hurt because we also took people that had good jobs, that created one violation, or breaking of the law, and that was that they came into the country illegally,” he said in an interview on CBS’s 60 Minutes that aired Sunday.   3) 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.” Rubio’s comments to reporters contrasted with President Trump’s tone after CNN quoted the president earlier Sunday as saying it’s “highly unlikely” he’ll order more strikes on Iran if negotiations make substantial progress.See omnystudio.com/listener for privacy information.
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  BONUS SERIES: Levittown Episode 6 | Warp Speed 08.11.2026 39m

  In the series finale, our reporters try to crack the secretive companies behind nudify apps that let users create deepfakes in minutes. And a new case rocks another small town high school. For official transcripts and additional information on this series, go to bloomberg.com/levittownSee 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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  AI Selloff Rattles Global Markets; Worst Rout Since 2020 06.11.2026 17m

  Today's top stories, with context, in just 15 minutes.On today's podcast:1) Dip buyers moved in to support the bruised artificial intelligence trade after the S&P 500’s steepest drop in more than a year. Global markets have been whipsawed this week as investors initially bet that a Democratic sweep would hasten an end to the Iran war. Fears of the worst-case scenario for the AI trade kicked in after the US midterm elections, in which Democrats secured majorities in the Senate and House of Representatives and won control of state houses and governor’s mansions across the country.2) US lawmakers are looking to impeach Defense Secretary Pete Hegseth as soon as next week, after the Iran war he championed partly led to Republicans losing control of Congress. Representative Thomas Massie will reintroduce articles of impeachment against Hegseth, who has been criticized for waging the Iran war without congressional approval. Massie's bid to impeach Hegseth is expected to get widespread Democratic support, and possibly enough Republican support for it to pass, with some Republicans having no incentive to return to Washington to support Hegseth.3) Secretary of State Marco Rubio is weighing whether to leave the Trump administration, people familiar with the matter said, as he considers his next moves following Republicans’ midterm elections wipeout. Rubio and his advisers are going over options for his future, and he hasn’t made a decision about whether to quit his posts as top US diplomat and national security adviser. Rubio dismissed the report that he is thinking about resigning, saying working for Trump through the end of his term has “always been my plan."See omnystudio.com/listener for privacy information.
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  GOP Blame Game Erupts, Oil Tumbles as War Fears Ease 05.11.2026 15m

  Today's top stories, with context, in just 15 minutes. On today's podcast: 1) The Republican Party’s defeat in the midterm elections has led to finger-pointing, with Vice President JD Vance distancing himself from President Trump and the war against Iran. Florida Governor Ron DeSantis and Senator Ted Cruz are positioning themselves as potential 2028 hopefuls, with DeSantis calling for Congress to outlaw stock trading by lawmakers and Cruz casting the election as a repudiation of tariffs and the Middle East war. The election results have dealt a series of blows to the Republican Party, with at least seven Senate seats lost and Democrats expected to gain a significant margin in the House of Representatives, leading to a fractious leadership contest and questions about the party's future direction. 2) Oil is continuing its decline after the threatened post-midterm escalation failed to materialize. Vice President JD Vance linked the poor Republican result to the war, which suggests a greater incentive to reduce geopolitical tensions ahead of 2028 and could pull the party towards a more moderate stance. There is a similar argument on the Democratic side: a larger coalition that now includes historically red states could exert a moderating influence. 3) Qualcomm gave a lackluster profit forecast, citing a “broad-based increase” in costs for components and manufacturing. Earnings will be $2.15 to $2.35 a share in the three months ending in December, with revenue expected to be $10.4 billion to $11.2 billion in the period. Shares of Qualcomm fell about 7% in extended trading following the announcement, despite a robust quarterly sales forecast lifted by a push into new markets.See omnystudio.com/listener for privacy information.
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  Democrats' Landslide Win; Blue Wave Claims Senate & House 04.11.2026 15m

  Today's top stories, with context, in just 15 minutes.   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. The Democratic rout sets up the first real check on Trump’s power in Washington since he returned to the White House last year, as the party rode a wave of voter dissatisfaction driven by the cost-of-living. The incoming Congress is sure to investigate Trump, his administration and businesses and stymie his legislative agenda.   2) Democrats' control of Congress is weighing on the shares of Tesla and SpaceX Shares. A so-called blue wave in the midterms will fan concerns about tighter regulations around artificial intelligence and call into doubt a potential merger of Tesla and SpaceX. Empowered Democrats may be able to slow down the potential merger, with Congress unable to single-handedly kill a deal, according to First New York's Vikram Rai.   3) Democrats scored a landslide victory in New York, flipping a marquee House seat and making deep inroads into some of the state’s most reliably conservative territory. Governor Kathy Hochul cruised to reelection by a double-digit margin, outperforming her six-point victory from 2022, while Democrat Cait Conley ousted Republican Representative Mike Lawler in the Hudson Valley. The victories marked a reversal from the political forces that reshaped New York in 2024, when Trump made striking gains across the state, particularly in New York City and its suburbs.See omnystudio.com/listener for privacy information.
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  Midterm Elections a Referendum on Trump; US-Iran Pursue Diplomacy 03.11.2026 18m

  Today's top stories, with context, in just 15 minutes.   On today's podcast:   1) America’s referendum on President Trump’s second term is underway with the US midterm elections. Democrats are expected to take control of the House of Representatives, and winning the Senate is a real possibility, which would throw a wrench into Trump’s presidency. The election results may take weeks to be known due to individual states’ rules around counting mail-in votes and legal challenges, with the Justice Department already appealing a federal judge’s decision and the Supreme Court rejecting the Trump administration’s bid.   2) Apple delivered a mixed outlook to investors in its first quarterly report under Chief Executive Officer John Ternus, with tightening profit margins overshadowing an upbeat sales forecast. The company predicted revenue growth of 7% to 10% during the holiday season, but warned that gross margins would be thinner than projected due to higher memory costs and expenses related to the new Siri AI digital assistant. Total revenue rose 12% to $114.5 billion during the fiscal fourth quarter, with sales growth decelerating from a 16% clip in the previous three months, and the numbers from Apple’s iPad, China and wearables businesses were disappointing.   3) Iran and the US are reviewing the latest proposals from mediators on how to bridge their divides and avert another round of all-out war, according to a diplomat briefed on the matter. Qatari mediators flew to Tehran for more talks with Iranian officials, and Iran's parliament speaker said his country had "delivered a strong and rational response to the American side". The US overnight struck targets on the Iranian island of Qeshm, but oil prices tumbled around 10% on Monday on signs the White House is willing to allow more time for a diplomatic resolution.See omnystudio.com/listener for privacy information.
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  Trump Midterm Push; Stevens and El-Sayed Split Ahead of Election 02.11.2026 17m

  Today's top stories, with context, in just 15 minutes.On today's podcast:1) Representative Haley Stevens backed Republican candidate Mike Rogers, breaking with Democratic nominee Abdul El-Sayed. Stevens' endorsement of Rogers sparked anger from prominent Democrats, with some calling for her to be stripped from her committees. The episode highlights fissures between ideological progressives and moderate party members, particularly over support for Israel in its wars with Iran and Gaza.2) President Trump is concluding his final electoral campaign with a whirlwind sprint across the country to turn out his most fervent supporters and thwart Democratic designs to curtail his power. Most surveys give rival Democrats strong odds of gaining congressional seats needed to take control of the House, and Democrats are increasingly optimistic that they have multiple routes to the Senate. Republican insiders describe a Senate map that’s still largely in toss-up territory or within reach for a win, and they envision a path to Senate control that involves holding seats in states such as Iowa, Kansas, and Nebraska.3) Howard Marks said recent artificial intelligence related market stumbles have burst the bubble of infallibility around the sector. Marks stated that investors are showing less tolerance for tech companies whose core businesses are cooling beneath an unprecedented AI spending spree. Jody Jonsson said a disconnect exists between what AI companies expect and the pace at which enterprises can actually adopt the technology.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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  Trump Shifts to Remote Rallies; Binance Suffers Massive Crypto Hack 30.10.2026 21m

  Today's top stories, with context, in just 15 minutes.   On today's podcast:   1) Just days ahead of the Midterm elections, President Trump canceled appearances in Kansas and Iowa and will instead hold "a large number of tele-rallies." The Republican National Committee said the tele-rallies "can reach more voters in the limited time left before polls close." The president has been campaigning nonstop — chiefly in states where Republicans are usually assured of victory — but this year faces robust challenges from Democratic candidates who have taken advantage of voter discontent over rising costs as well as the war in Iran.   2) Binance, the world’s largest cryptocurrency exchange, has suffered the industry’s biggest-ever hack, with $6.3 billion worth of funds affected and $3 billion in crypto frozen. The company will cover all losses and “user funds are safe,” it said, and withdrawals are expected to resume by Sunday as it works with law enforcement and completes a security revamp. Blockchain intelligence firm TRM Labs said North Korea was behind the heist, which it called “the largest crypto theft on record,” and attributed the attack to North Korea’s elite hacking unit, TraderTraitor.   3) Amazon shares dropped after the company reported greater capital spending than anticipated and the slowest growth in the core e-commerce business in three years. Intel shares also fell after its revenue forecast missed analysts' estimates, hurt by demand for PC processors and supply-chain problems with data center components. Overall, disappointing tech earnings accelerated a rotation out of the tech sector.See omnystudio.com/listener for privacy information.
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  Midterm Races Heat Up; Milwaukee Brewers Win World Series 29.10.2026 18m

  Today's top stories, with context, in just 15 minutes.    On today's podcast:   1) There are five days before the Midterm elections that will determine control of Congress. President Trump was campaigning in Ohio last night, where Republican gubernatorial candidate Vivek Ramaswamy is facing controversy over a political ad that features his Democratic opponent, Amy Acton's, estranged mother. While President Trump rallied Republicans in Ohio, former President Barack Obama hit the campaign trail for Democrats in Atlanta, Georgia. Meanwhile, the Democrat running for Senate in Alaska is facing a controversy. The New York Times is reporting Mary Peltola's team secretly recruited spoiler candidates to peel votes from Republican Senator Dan Sullivan, which includes a retired teacher with the same name. Peltola's campaign denies she was involved.    2) The Milwaukee Brewers are World Series champions for the first time in franchise history. The Brewers beat the Tampa Bay Rays in Game 5 on to clinch the franchise's first title.     3) Flávio Bolsonaro landed in the US after fleeing Brazil, accompanied by his wife and two daughters, and made a statement painting himself as a victim of a "politically motivated witch hunt." Bolsonaro's arrival in the US may add new strains to relations between Brasilia and Washington, and raises questions about his family's future as a force on the Brazilian right. The senator's departure from Brazil also raises questions about whether the Bolsonaro family can retain its leadership of the conservative movement Jair Bolsonaro built over the past decade.See omnystudio.com/listener for privacy information.
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  Uncertainty in Israeli Election; Bolsonaro Flees Brazil 28.10.2026 18m

  Today's top stories, with context, in just 15 minutes.   On today's podcast:   1) Israeli Prime Minister Benjamin Netanyahu edged past opposition leader Gadi Eisenkot in the country’s tight election with more than 70% of the votes counted. Netanyahu’s bloc was projected to win 54 seats and Eisenkot’s 47 in the 120-member Knesset, with 19 going to Israeli Arab parties. The outcome of the election is still uncertain, with neither Netanyahu nor Eisenkot yet having a clear path toward forming a government.   2) Brazilian senator Flávio Bolsonaro arrived in Miami after fleeing his country following a defeat in its presidential election, O Globo reported. A senior State Department official said the US would grant visas to Flávio and his family, as he faces multiple criminal investigations in Brazil. Flávio Bolsonaro was ordered to surrender his passports to Federal Police but failed to do so, amid concerns he posed a flight risk, according to a police official familiar with the situation.   3) The Federal Reserve is expected to hold interest rates steady on Wednesday despite inflation data for September coming in hotter than expected. Fed Chairman Kevin Warsh could face pressure to explain policymakers' rationale for not acting now after they voted unanimously last month to raise rates to address burgeoning inflation. The Fed will release a post-meeting statement and Warsh will hold a press conference to discuss the decision and potentially address concerns about inflation and future rate hikes.See omnystudio.com/listener for privacy information.
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  Israel Election; Trump's Red State Midterm Blitz 27.10.2026 17m

  Today's top stories, with context, in just 15 minutes.On today's podcast:1) Israel is holding its first election since the 2023 Hamas attack, with Prime Minister Benjamin Netanyahu seeking reelection, saying his military campaigns have improved security. Polls forecast a razor-thin outcome, with neither bloc likely to secure enough votes to claim a parliamentary majority, potentially leading to complex negotiations and a possible second election. The Israeli Arab minority may end up as kingmakers, with the two Israeli Arab parties offering to support a government led by former armed forces chief Gadi Eisenkot, who is leading the opposition against Netanyahu.2) The US Midterm election for control of Congress is now just seven days away. President Trump was in Mississippi last night urging Republicans to turn out and vote for incumbent Senator Cindy Hyde-Smith. Today, President Trump continues his red state campaign blitz in Texas. He's set to hold rallies this afternoon in Corpus Christi and tonight in Lubbock for Republican Ken Paxton, who's locked in a tight Senate race with Democrat James Talarico. The president has been trying to ease voter concerns about higher fuel costs from the wars in Ukraine and Iran. While in Texas, Secretary of State Marco Rubio is expected to join President Trump in Port Arthur to show off a newly-arrived oil tanker with Venezuelan crude. It also comes as the average price Americans are paying for gasoline under President Trump has overtaken the average during the Biden administration.3) Flávio Bolsonaro abandoned plans to challenge the result of Brazil’s presidential election, while his Liberal Party formally conceded defeat to reelected President Luiz Inácio Lula da Silva. The Liberal Party recognized the election result in a statement, while criticizing the increase of public spending in the run-up to the vote and its potential impact on the race. Bolsonaro said he would now seek to have Lula’s ticket disqualified, citing what he described as false information and the use of public funds for measures announced in the final weeks of the campaign.See omnystudio.com/listener for privacy information.
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  Lula's Comeback in Brazil; Trump Threatens to "Finish it Off" in Iran 26.10.2026 16m

  Today's top stories, with context, in just 15 minutes. On today's podcast:1) President Luiz Inácio Lula da Silva won Brazil’s runoff election with 51.8% of the vote, defeating Flávio Bolsonaro who received 48.2%. Lula's victory will likely lead to market uncertainty and a potential selloff of assets, as investors had been expecting a Flavio Bolsonaro win to fix the country's fiscal accounts. Early indications pointed to a major rout, with an ETF tracking Brazilian equities in New York sinking 27% in pre-market trading, and a currency derivatives contract showing the real at 5.55 per dollar. Bolsonaro called for the annulment of Brazil’s presidential runoff after losing the election to Lula da Silva. Bolsonaro accused the Supreme Court of changing the rules mid-game when it mandated a last-minute extension of voting hours on Sunday.2) President Trump said it's "getting to be decision time" on whether he will make a deal with Tehran or resume attacks as Iranian and Houthi threats against Americans continue to grow. The US is reducing diplomatic and military staffing in parts of the Middle East amid growing threats from Iran and the Iran-backed Houthi militants in Yemen. Iran is preparing to retaliate across the Middle East, including against Israel and the United Arab Emirates, in the event of a fresh US bombing campaign.3) Democrats are preparing to launch congressional investigations into the administration's handling of files related to Jeffrey Epstein if they regain power after the midterm elections. Representative Robert Garcia said the Epstein investigation is going to be one of the top priorities, alongside probes into the Trump family's business dealings and allegations of corporate corruption. Any probe would ripple well beyond Washington, with Wall Street and corporate America already bracing for a wave of Democratic investigations, and major banks that had ties to Epstein's financial dealings could be called to testify.See omnystudio.com/listener for privacy information.
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  BONUS SERIES: Levittown Episode 5 | The Vigilantes 25.10.2026 41m

  Kayla faces down her harasser in court. In New Zealand, an investigator summons a global army of hackers. For official transcripts and additional information on this series, go to bloomberg.com/levittownSee 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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  Trump Seeks to Boost Iowa Republicans, Musk Midterm Giving Tops $445 Million 23.10.2026 15m

  Today's top stories, with context, in just 15 minutes.On today's podcast:1) President Trump traveled to Iowa on Thursday to boost Ashley Hinson, the Republican Senate candidate locked in a tight race with Democrat Josh Turek. Trump’s visit is the first of two he is expected to make to the state before Election Day on November 3rd. After reliably voting Republican for the past decade, Iowa has become competitive territory once again thanks to high fertilizer and fuel costs wrought by Trump’s war on Iran and shrinking export markets for farmers due to his tariffs.2) 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. The world’s richest person put $77 million into America PAC, Federal Election Commission filings show, in an effort to elect Republicans in November midterm contests.3) Stocks steadied at the start of the European session, offering global investors some respite after a rout in the artificial intelligence trade, while further gains in oil prices kept sentiment cautious. Meantime, a gauge of the inverse relationship between US government bonds and AI-focused stocks has strengthened to levels last seen a year ago. It’s a sign the deepening tech selloff is sending investors back into bonds for safety, reviving a haven role that had faded as inflation worries and higher interest rates weighed on Treasuries.See omnystudio.com/listener for privacy information.