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(1068)

Trump Expands Iran War, Conflict Drives Oil Spike, Dubai’s Worst Nightmare

Trump Expands Iran War, Conflict Drives Oil Spike, Dubai’s Worst Nightmare

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Daybreak Weekend: US Jobs, Made in Europe, China PMI Data

Daybreak Weekend: US Jobs, Made in Europe, China PMI Data

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Netflix Walks Away, Greens Win UK By-Election, Putin's War Machine Pain

Your morning briefing. All the news you need to start your day.On today's podcast:(1) Netflix dropped out of the fight to buy Warner Bros. Discovery, clearing the way for rival bidder Paramount Skydan...

27 Feb 20min

Nvidia Results Fail To Wow, US Boat Cuba Shootout, Iran Strike Reality Check

Nvidia Results Fail To Wow, US Boat Cuba Shootout, Iran Strike Reality Check

Your morning briefing. All the news you need to start your day.On today's podcast:(1) Nvidia the dominant maker of artificial intelligence processors, failed to impress investors with its latest sales...

26 Feb 17min

Trump Rosy Economy Spin, Private Credit 2008 Fears, Spain’s Broken Housing Market

Trump Rosy Economy Spin, Private Credit 2008 Fears, Spain’s Broken Housing Market

Your morning briefing. All the news you need to start your day.On today's podcast:(1) President Donald Trump offered a strident defense of his administration and economic record, declaring the nation ...

25 Feb 18min

Global 10% US Tariff in Force, AI Scare Trade Roars Back, How Much for AI Ray Bans?

Global 10% US Tariff in Force, AI Scare Trade Roars Back, How Much for AI Ray Bans?

Your morning briefing. All the news you need to start your day.On today's podcast:(1) Donald Trump’s new 10% global tariffs went into effect on Tuesday, kicking off a White House effort to preserve th...

24 Feb 19min

US Trade Deals On Edge, Tariff ‘Chaos’ Hits Europe, Pension Fund Implosion

US Trade Deals On Edge, Tariff ‘Chaos’ Hits Europe, Pension Fund Implosion

Your morning briefing. All the news you need to start your dayOn today's podcast: (1) Senior US officials said President Donald Trump’s tariff defeat at the Supreme Court won’t unravel deals negotiate...

23 Feb 16min

Daybreak Weekend: Nvidia Earnings, UK Special Election, Modi Israel Visit

Daybreak Weekend: Nvidia Earnings, UK Special Election, Modi Israel Visit

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 earnings from chipmaker Nvidia along with a focu...

20 Feb 38min

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