No AI Bubble Says Nvidia, Bumper Bank Earnings, Speedy Trading Showdown

No AI Bubble Says Nvidia, Bumper Bank Earnings, Speedy Trading Showdown

Your morning briefing, the business news you need in just 15 minutes.


On today's podcast:


(1) Nvidia Chief Executive Officer Jensen Huang announced a flurry of new partnerships and dismissed concerns about an AI bubble, saying the company’s latest chips are on track to generate half a trillion dollars in revenue.


(2) Donald Trump said he expects to lower tariffs the US has imposed on Chinese goods over the fentanyl crisis and speak with China’s Xi Jinping about Nvidia Corp.’s flagship Blackwell artificial intelligence chip, as leaders of the world’s biggest economies seek to ease tensions in a meeting on Thursday.


(3) UBS Group profit beat expectations in the third quarter as investment banking revenue and lower-than-forecast legal costs boosted performance.


(4) Deutsche Bank AG exceeded analyst estimates for fixed-income trading, and Banco Santander posted third-quarter results that beat analysts’ estimates in its sixth consecutive quarterly record.


(5) Hurricane Melissa is expected to make landfall in Cuba just hours after it became the strongest recorded storm to strike Jamaica, where it left hundreds of thousands without power and forced hospitals to evacuate.


(6) Prime Minister Benjamin Netanyahu ordered “forceful strikes” against Hamas in response to attacks on Israeli soldiers in Gaza, jeopardizing a US-brokered ceasefire that’s held for just over two weeks.

High Frequency Trading Triggers a Showdown Over a London Rooftop: For years, a drab building located just one mile past the skyscrapers of London’s Canary Wharf neighborhood has been the site of one of the fiercest battles in the world of high-frequency trading.


Podcast Conversation: Bone-In Fried Chicken Is Making KFC ‘Irrelevant’ and ‘Invisible’

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Episoder(1074)

Iran Rejects Trump Talks, US Ground Attack Fears, Ammo Powerhouse Hopes

Iran Rejects Trump Talks, US Ground Attack Fears, Ammo Powerhouse Hopes

Your morning briefing. All the news you need to start your day.On today's podcast:(1) The White House insisted that peace talks with Iran are ongoing, even as Tehran publicly rejected US overtures and...

26 Mar 19min

15-Point US Peace Plan, 82nd Airborne Deployed, Iran War ‘Costing China Dearly’

15-Point US Peace Plan, 82nd Airborne Deployed, Iran War ‘Costing China Dearly’

Your morning briefing. All the news you need to start your day.On today's podcast:(1) The US has drafted a 15-point plan intended to help bring the war with Iran to a close, according to people famili...

25 Mar 21min

Gulf States Weigh Joining War, Iran Denies Trump Talks, EU-Australia Trade Deal

Gulf States Weigh Joining War, Iran Denies Trump Talks, EU-Australia Trade Deal

Your morning briefing. All the news you need to start your day.On today's podcast:(1) Oil resumed gains — paring a steep drop from Monday — on concern that other nations may be drawn into the Middle E...

24 Mar 21min

War Triggers Global Selloff, Trump’s 48h Deadline, Watching Iran From Afar

War Triggers Global Selloff, Trump’s 48h Deadline, Watching Iran From Afar

Your morning briefing. All the news you need to start your day.On today's podcast:(1) A selloff in stocks, gold and bonds deepened as the US and Iran hardened their rhetoric and signaled a potential e...

23 Mar 25min

Bloomberg Daybreak: Mortgage Rates, Denmark Election, BYD Earnings

Bloomberg Daybreak: Mortgage Rates, Denmark Election, BYD Earnings

Bloomberg Daybreak Weekend with Host Alexis Christoforous take a look at some of the stories we'll be tracking in the coming week. In the US – a look at to what we can expect for mortgage rates in 2...

21 Mar 38min

Oil Whiplash As War Rages, European Energy Squeeze, Trump Still Wants Greenland

Oil Whiplash As War Rages, European Energy Squeeze, Trump Still Wants Greenland

Your morning briefing. All the news you need to start your day.On today's podcast:(1) Oil dropped from its highest close since July 2022, as the leaders of the US and Israel sought to reassure investo...

20 Mar 19min

Gas Price Jumps 35%, Energy Inflation Fears, Navigating War Insurance

Gas Price Jumps 35%, Energy Inflation Fears, Navigating War Insurance

Your morning briefing. All the news you need to start your day.On today's podcast:(1) European natural gas prices surged after Iranian missile strikes caused damage to the world’s largest liquefied na...

19 Mar 32min

Europe Says No To Trump, Iran Diplomacy Hope Dims, Cathie Wood Talks AI & War

Europe Says No To Trump, Iran Diplomacy Hope Dims, Cathie Wood Talks AI & War

Your morning briefing. All the news you need to start your day.On today's podcast:(1) US President Donald Trump abandoned his effort to recruit partners for the war with Iran and scolded allies who op...

18 Mar 23min

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