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Bloomberg Daybreak: Asia Edition

Bloomberg

Listen for business and finance news centered in the Asia-Pacific region.

Host Doug Krizner brings you insight and analysis on the day's top stories from China, India, Japan, Korea, Hong Kong, Singapore, Australia and more.

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Today · 17 min
Markets React to Huang News
Business and finance news from the Asia-Pacific. Nvidia CEO Jensen Huang admitted to having an affair with a woman suspected of being a Chinese spy, prompting the Nvidia board to launch an investigation. Huang disclosed the romantic relationship in a memo to employees, saying "I was unfaithful to my wife" and that his actions hurt his family, and he is deeply sorry. The incident has sparked concerns about the stewardship of Nvidia, with the board investigation set to examine reports that Huang "has been the target of a foreign intelligence effort". The markets reacted to the news, in addition to the US midterm results. For more Bloomberg TV Host Annabelle Droulers spoke with Sean Darby, Mizuho Securities Asia Managing Director. Also, UBS is hosting its annual Australasia Conference in Sydney, bringing together corporate leaders, policymakers, economists, and institutional investors. It was here that Bloomberg TV Host Heidi Stroud-Watts was able to sit down with UBS CEO Sergio Ermotti. See omnystudio.com/listener for privacy information.
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Friday · 39 min
Daybreak Weekend: US CPI, Ireland Summit, China's Singles Day
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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Friday · 20 min
AI Slump Deepens In Asia Following US Midterms
Business and finance news from the Asia-Pacific. Asian stocks slumped, with tech bellwether Taiwan dropping the most in more than a year, extending a post-election rout in chipmakers that deepened on Wall Street due to growing concern Democrats will seek tighter regulation of the artificial intelligence industry. South Korea's tech-heavy Kospi Index slid as much as 8.8%, triggering a circuit breaker, with chipmakers Samsung Electronics Co. and SK Hynix Inc. both plunging more than 6%. Japan's benchmark Nikkei 225 Stock Average tumbled 5.7%, while the MSCI Asia Pacific Index declined 4.2%. Taiwan's key index sank 6.2%, weighed down by a slump in Taiwan Semiconductor Manufacturing Co. The S&P 500 Index plunged 4.4% on Thursday to mark its worst performance since the April 2025 tariff meltdown. The Nasdaq 100 slid 6.4%, wiping out $2.3 trillion in value as it capped its worst session since March 2020. A closely watched gauge of chip giants tumbled 12%, with Nvidia Corp., Qualcomm Inc. and Arm Holdings Plc among the biggest decliners. In a sign markets may be starting to stabilize, futures on the Nasdaq gauge gained 0.9%. We speak to Bloomberg's Sunny Bangia. And - Richard Howes, Managing Director at Hearts & Minds Investment, discusses the investment opportunities in the private credit markets. He speaks with Haidi Stroud-Watts on the sidelines of the Sohn Hearts & Minds conference in Queenstown, New Zealand. See omnystudio.com/listener for privacy information.
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Thursday · 22 min
Equities React to US Midterms, Republican Blame Game
Business and finance news from the Asia-Pacific. Asian stocks were mixed as consumer and financial stocks rose following gains in US equities, while investors rotated away from semiconductor shares. The majority of stocks in the MSCI Asia Pacific Index gained after the S&P 500 Index jumped 1.6% on Wednesday, its biggest advance in three months, and the Nasdaq 100 climbed 0.9%. South Korea's tech-heavy Kospi Index dropped 3.6%, reflecting investor concerns over the future of data-center development and losses in US chip stocks. The equity market rally since the US election signals that investors are willing to look past a potential policy gridlock in Washington after Democrats wrested control of both chambers of the US Congress. The gain in Treasuries on oil's slump and speculation that the so-called blue wave would limit President Donald Trump's ability to add to the deficit is also seen as supporting stocks. We spoke to Paul Dobson, Bloomberg's Executive Editor for Asia Markets. And - 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. Vice President JD Vance, the GOP's presumed frontrunner, on Wednesday distanced himself from both President Donald Trump and the war against Iran. He blamed the party's defeat on the war, the cost of living and US-Israel ties, saying the conflict cost his party the Senate for at least six years. To those who are angry and "want to say, 'I told you so,'" Vance wrote in a lengthy social media post, "you're right, you did tell us so." Bloomberg's Paul Allen and Haidi Stroud-Watts spoke to International Capital Strategies CEO Heidi Crebo-Rediker. See omnystudio.com/listener for privacy information.
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Tuesday · 23 min
A Conversation with Morgan Stanley CEO Ted Pick and PIMCO CEO Manny Roman
Business and finance news from the Asia-Pacific. The Hong Kong Monetary Authority's fifth edition of the Global Financial Leaders' Investment Summit will convene approximately 280 global financial leaders in Hong Kong, including around 120 group chairpersons and CEOs to discuss key macroeconomic trends, financial market shifts, and emerging technological advances across sectors and asset classes. We feature our top interviews at the event. Morgan Stanley CEO Ted Pick says the AI capex boom is only in the 'second inning' as Wall Street's top chiefs expect capital markets will continue to underwrite the global artificial intelligence infrastructure buildout. Speaking exclusively to Bloomberg's David Ingles and Yvonne Man, Pick projected cumulative spending could reach US$10-15T over the next decade. PIMCO CEO Emmanuel Roman believes the sovereign debt markets are very 'well anchored' and says the developments in middle east and the oil market is the reason the interest rates are higher. In an exclusive conversation with Bloomberg's Yvonne Man and David Ingles, Roman adds that AI's long term impact on the economy will be deflationary. See omnystudio.com/listener for privacy information.
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Tuesday · 25 min
Tech Jitters, Goldman CEO David Solomon on AI Deal Demand
Business and finance news from the Asia-Pacific. Asian stocks fell after a selloff in US chipmakers deepened, overshadowing a plunge in oil prices amid optimism over diplomatic progress toward ending the war in Iran. The yuan weakened. The MSCI Asia Pacific gauge dropped 0.7%, with South Korea's tech-heavy Kospi Index sliding more than 3%. The decline came after a gauge of US chipmakers extended a three-day rout to 12% while the Nasdaq 100 sank 10% from its peak, entering a technical correction. In a sign that some investors are looking to buy the dip, US stock futures gained. Japanese markets were closed for a holiday. Chinese equities were mostly lower even after the central bank said it would encourage financial institutions to make greater use of stock-support tools and optimize their terms as authorities seek to bolster market stability. We speak to Lianting Tu, Managing Editor for Asia Equities. And - Goldman Sachs Group Inc. CEO David Solomon said that capital markets remain receptive as investors assess surging demand for AI and compute power. However, Solomon cautioned that technological supercycles rarely advance in a straight line. He spoke to Bloomberg TV from the sidelines of the Hong Kong Monetary Authority's Global Financial Leaders' Investment Summit. See omnystudio.com/listener for privacy information.
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November 2 · 19 min
Earnings Special: Apple's Forecast Disappoints, Despite Topping Estimates
Apple delivered a forecast for the holiday period that topped Wall Street estimates, even as it failed to impress investors who have bid up the shares in recent months. Revenue will rise 7% to 10% in the fiscal first quarter, which runs through December, Apple said during an earnings conference call Monday. Analysts had estimated 6.1% on average, according to data compiled by Bloomberg. The shares slumped about 4% in late trading, a sign of the lofty expectations surrounding Apple. After a rally added roughly $1 trillion in market value to the company since late June, investors were betting on a blockbuster report. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with Bloomberg Intelligence senior tech analyst Anurag Rana and Bloomberg News managing editor for global consumer tech, Mark Gurman. See omnystudio.com/listener for privacy information.
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November 2 · 18 min
Stock Selloff Eases in Asian Trade, Women Chief Executives Summit
Business and finance news from the Asia-Pacific. A selloff in stocks eased during Asian trading on Monday as regional equities fell less than their Wall Street peers and US equity futures turned higher. Benchmark equity indexes dropped in Japan and Australia, while rising in South Korea and Hong Kong, leaving the MSCI Asia Pacific Index down by 0.6%. That followed a Friday session where the Nasdaq 100 Index slumped 3.5% — its worst day since June — while the Philadelphia Semiconductor Index plunged 7.2%. Futures on the S&P 500 and Nasdaq 100 both climbed at least 0.4% on Monday, pointing to a recovery when US cash markets reopen. We speak to Bloomberg's MLIV Strategist David Savage. And the Women Chief Executives Summit is underway in Hong Kong. The event brings together current and former female chief executives from major financial institutions to discuss diversity, inclusion and Hong Kong’s development as an international financial center. Bloomberg’s Yvonne Man spoke to Capital Group Vice Chair Jody Jonsson. See omnystudio.com/listener for privacy information.
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November 1 · 22 min
Thinking Capital | Cultural Capital: How do you hone cultural fluency as a competitive advantage? (Sponsored Content)
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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October 30 · 39 min
Daybreak Weekend: US Jobs, BOE Meeting, RBA Decision
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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October 30 · 18 min
Stock Selloff Deepens on Tech Earnings
Business and finance news from the Asia-Pacific. Technology shares led a global stock selloff as another round of disappointing earnings accelerated a rotation out of the artificial intelligence trade and drove investors toward haven assets. Treasuries rallied. Amazon.com Inc. slumped 7.3% in extended trading after reporting higher spending, while growth in its online business slowed. Intel Corp. plunged 23% in after-market trading as its revenue missed estimates. Futures for the tech-heavy Nasdaq 100 Index slid 2.3% as Amazon and Intel added to a string of disappointing earnings from megacap tech companies this week. Alphabet Inc. posted a record drop Thursday as its results underwhelmed, while Samsung Electronics Co. sold off after the lack of a new shareholder return plan disappointed investors. We speak to Winnie Hsu, Bloomberg's Asia Equities Reporter. And - for more on the global stock sell off, Bloomberg's Haidi Stroud-Watts spoke to UBS Global Wealth Management Head CIO Asia Equity Strategy Suresh Tantia. See omnystudio.com/listener for privacy information.
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October 29 · 21 min
Samsung Chip Profit Misses Estimates, Fed Holds Rates Steady
Business and finance news from the Asia-Pacific. Technology shares fell, snapping this week's rally, after disappointing earnings from two industry heavyweights revived concerns about the billions of dollars companies are pouring into artificial intelligence. Samsung Electronics Co. shares dropped more than 5% after profit missed estimates, dragging down the Kospi Index — a bellwether for the AI trade — by 2.9%. That marked a sharp reversal from Wednesday, when the gauge posted its biggest rally since July as strong earnings from chipmaker SK Hynix Inc. fueled gains across technology stocks. Alphabet Inc. slumped 10% in extended trading after sales underwhelmed, reinforcing investors' fears that Google is losing ground to AI rivals despite pouring hundreds of billions of dollars into the technology. Futures for the Nasdaq 100 Index slid 1.3%, after the underlying benchmark climbed for the past three days. The broader MSCI Inc.'s Asia Pacific equities reversed earlier gains to drop 0.7%. The news wasn't all bad as Microsoft Corp. shares rose 2.9% in after-hours trading on solid cloud sales, while Oracle Corp. earlier surged 11% after issuing a long-term outlook for free cash flow. A gauge of Oracle's credit risk improved the most in nearly nine months. To break down Samsung's earnings, Bloomberg's Yvonne Man and David Ingles spoke to Sanjeev Rana, Head of North Asia Semiconductors Research at CLSA And - 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. Operating within his self-imposed communication boundaries, Warsh used his assessment of a strong economy and warnings over persistent inflation to signal the Fed's job is not yet done. The message reinforced expectations that officials will raise borrowing costs in December — after holding them steady Wednesday — with the potential for another increase in early 2027. Still, Warsh was careful to leave his options open. Bloomberg's Yvonne Man and David Ingles spoke to Larry Hatheway, Head of Research and Global investment Strategist at the Franklin Templeton. See omnystudio.com/listener for privacy information.
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October 28 · 10 min
Earnings Special: Alphabet Disappoints Wall Street on Revenue & Income
Alphabet reported quarterly sales and profit in the third quarter that fell short of expectations, a sign that the firm is failing to generate enough return to justify its massive investments in AI. The stock fell in late trading. Google’s parent company said sales, excluding partner payouts, were $111.2 billion for the three months that ended Sept. 30, just below the $111.3 billion that analysts had projected on average. Alphabet reported net income of $2.12 a share, falling far below Wall Street’s estimate of $2.99. The company’s shares were down as much as 8.5% in after-hours trading. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with Bloomberg Tech host Ed Ludlow. See omnystudio.com/listener for privacy information.
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October 28 · 21 min
SK Hynix Profit Beat, One Earth Summit
Business and finance news from the Asia-Pacific. SK Hynix Inc. unveiled plans to return about $45 billion more to shareholders after profit surged a stronger-than-expected seven-fold, reflecting the resilience of an AI infrastructure rollout that's propelling memory chip demand. The world's second-biggest memory chipmaker reaffirmed it expects shortages of the components crucial to Nvidia Corp. accelerators to persist through at least 2030, propping up prices. On Wednesday, it reported an operating profit of 83.3 trillion won ($62.5 billion) for the September quarter, beating projections by more than 7%. The company also laid out plans to return 60 trillion won to shareholders in the remainder of the fiscal year through buybacks and dividends, on top of a previously announced 40 trillion won. Much of that stems from gains it locked in after a sale of stock in Kioxia Holdings Corp. earlier this year. And - Hong Kong hosts the third annual One Earth Summit, an invitation-only gathering of more than 600 global policymakers, corporate executives, family offices, and sustainability innovators. The summit focuses on unlocking private capital for climate solutions across Asia and emerging markets. Bloomberg's David Ingles spoke to One Earth Summit Founder Poman Lo. See omnystudio.com/listener for privacy information.
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October 27 · 20 min
Anthropic's IPO Sets Up Defining Moment for Wall Street, AI Boom
Business and finance news from the Asia-Pacific. Anthropic PBC's initial public offering is laying bare the stark extremes of the multi-trillion-dollar AI boom business model: astonishing growth paired with uncertainty about demand and the spending required to continue developing the technology. The startup, which publicly filed IPO paperwork on Monday, is poised to be the first major US firm focused solely on building AI software to make its market debut. A rally in Wall Street tech stocks following Anthropic PBC's filing for an initial public offering carried into Asia, rekindling enthusiasm for the artificial intelligence trade. Crude oil extended its decline. We speak to Paul Dobson, Bloomberg's Executive Editor for Asia Markets. And - The AI-driven debt boom is creating some of the most attractive fixed-income opportunities in years, eclipsing the appeal of long-dated US Treasuries, according to BlackRock's Rick Rieder. He spoke to Bloomberg TV hosts Haidi Stroud-Watts and Paul Allen. See omnystudio.com/listener for privacy information.
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October 26 · 19 min
Markets Brace for Earnings, Central Bank Decisions
Business and finance news from the Asia-Pacific. Stocks struggled to recover from a volatile week as investors braced for more earnings from megacap tech companies that will offer clues on whether the recent pressure on the artificial intelligence trade will persist. Treasuries rose as crude oil fell. MSCI Inc.'s Asia Pacific equities gauge dropped 0.1% after swinging between small gains and losses. Futures for Wall Street benchmarks made a modest gain. We speak to Sunny Bangia. He covers Asia Equities for Bloomberg News. And - The Federal Reserve and its peers in the euro zone and Japan will probably keep interest rates steady in the coming week, opting to bide their time before potential further hikes. Three days of decisions starting on Wednesday in Washington are likely to affirm a hawkish stance balanced by a measured pace as policymakers confront inflation risks ranging from surging energy prices to the artificial intelligence boom. Bloomberg's Haidi Stroud-Watts spoke to Natixis Chief APAC Economist Alicia Garcia Herrero. See omnystudio.com/listener for privacy information.
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October 23 · 38 min
Daybreak Weekend: US Tech, UK Budget, BOJ Decision
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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October 23 · 18 min
Tech Stock Selloff Deepens, AI Safety Discussion
Business and finance news from the Asia-Pacific. The global rout in technology stocks this week deepened as investors rotated out of the hottest trade of the year and sought safety in Treasuries and currencies such as the yen. Crude oil extended its gains. After a sharp drop in chip stocks on Wall Street, the weakness spread across Asia, led by South Korea's Kospi Index — a bellwether for the artificial intelligence trade. The index fell 1.5%, putting it on course for its worst close since April as chip heavyweight Samsung Electronics Co. retreated. MSCI Inc.'s Asia Pacific equities gauge fell 0.7%, hovering around levels last seen in July. The rout in the artificial intelligence trade drove investors toward the safety of bonds. Treasuries held the previous session's gains after staging their biggest rally in more than two years. The benchmark 10-year yield, which fell 17 basis points Thursday, traded at 4.97%. Government debt in Japan and Australia tracked that move and advanced. We speak to Winnie Hsu, Asia Equities Reporter. And - rising anxiety over catastrophic risks from artificial intelligence has spurred a groundswell of calls in Washington and Silicon Valley for new safeguards on the rapidly evolving technology, yet there's little consensus on next steps. For more on this, Bloomberg's Haidi Stroud-Watts and Paul Allen spoke to FailSafe President and Co-founder Wui Foo. See omnystudio.com/listener for privacy information.
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October 22 · 19 min
Meta AI Bet, Tesla Cuts Spending, Barclays Asia Forum
Business and finance news from the Asia-Pacific. Meta Platforms Inc. Chief Executive Officer Mark Zuckerberg told investors that a pricey wager on artificial intelligence is delivering results, setting the stage for the company to bet even more aggressively on the market. During its quarterly earnings report Wednesday, the social-media giant boosted its capital spending plans for the year and announced a new class of nonvoting stock that could ultimately be used to help pay for acquisitions and other expenses. Meta CEO Mark Zuckerberg said the company's AI investments were "paying off" during its latest quarterly report. The moves show that Meta has confidence that its already-stratospheric spending on AI is bearing fruit. After struggling to persuade investors to accept ballooning costs, Meta has made headway with its technology in recent months, especially with a new AI agent called Muse. Zuckerberg pointed to that progress as reason to keep plowing ahead. Tesla Inc. pulled back its spending plans after investment last quarter trailed expectations, clouding Elon Musk's effort to transform the electric vehicle maker into an AI and robotics company. Capital expenditures will be around $20 billion this year, the company said Wednesday after reporting earnings results. That marked a reversal from earlier this year, when Tesla raised the target to more than $25 billion. Tesla had been consistently short of the pace needed to hit its spending goal, particularly after a $4.73 billion outlay in the third quarter. Analysts had expected $7.95 billion on average in estimates compiled by Bloomberg. We speak to Daniel Newman, CEO at the Futurum Group. And - Barclays hosts its annual Barclays Asia Forum in Singapore. The high-level gathering brings together institutional investors, corporate executives, private wealth clients, and senior Barclays leadership to examine macroeconomic trends, cross-border capital flows, and investment opportunities across the Asia-Pacific region. Bloomberg's Haslinda Amin spoke to Jaideep Khanna, Barclays Asia Pacific CEO. See omnystudio.com/listener for privacy information.
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October 21 · 19 min
Asia Equities Rebound on Strong Earnings, Elice Jumps
Business and finance news from the Asia-Pacific. Asian stocks rebounded after two days of losses and US equity-index futures advanced as strong earnings from some of the biggest beneficiaries of the artificial intelligence boom revived confidence in the tech trade. Crude oil climbed. The Kospi in South Korea rose 4.2% and the Taiex in Taiwan added 1.9% as the bellwethers for the AI trade rallied after earnings of SpaceX and Super Micro Computer Inc. topped expectations. The gains helped lift the broader MSCI Asia Pacific Index 1.5%, with two shares advancing for every one that fell in the gauge. We speak to Lianting Tu, Bloomberg's Managing Editor for Asia Equities. South Korean AI computing supplier Elice Inc. surged on Wednesday, recovering much of the ground lost after a 32% slump in its trading debut, as a string of upbeat US tech earnings lifted sentiment. The neocloud firm's stock jumped by the 30% daily limit on Seoul's small-cap Kosdaq index to reach 79,900 won, though it remained below its IPO price of 90,500 won. The Kospi index, the South Korean equity benchmark, gained as much as 4.8%, while the Kosdaq index advanced 2.8%. Largely unknown outside South Korea until this week, Elice sought to tap investor enthusiasm for AI through its IPO. Its record first-day decline indicated growing investor skepticism toward neoclouds, a fast-growing corner of the AI industry. Wednesday's sharp rebound also highlights how fickle market sentiment remains, as strong sector earnings continue to validate growth. Bloomberg's Shery Ahn spoke to Elice Chief Executive Officer Jae Won Kim. See omnystudio.com/listener for privacy information.
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