Bloomberg

Tobias Adrian, the International Monetary Fund's Financial Counsellor and Monetary and Capital Markets Director, discusses the response by global economies to the supply shocks created by the Iran war as well as efforts to achieve a coordinated response to cyberattacks, as AI accelerates the threat. Adrian joined Lizzy Burden on Bloomberg Daybreak Europe.

The Saudi wealth fund is looking to combine its ports, rail and shipping holdings into a logistics giant. Bloomberg's Omar El Chmouri reports.

The proposed multibillion-dollar tie-up between Puig and Estee Lauder fell apart due to makeup artist Charlotte Tilbury's demands regarding her compensation in the deal, according to people familiar with the matter. The news caught investors by surprise given discussions between the two had been progressing since March. Bloomberg Opinion's Andrea Felsted has more. Her opinions are her own.

Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."

Richemont's full-year sales rose more than expected as shoppers splurged on its pricey Cartier jewelry. Sales climbed 11% on a constant currency basis in the fiscal year ended in March, compared with the 9.78% estimate of analysts surveyed by Bloomberg. Bloomberg Opinion's Andrea Felsted has more. Her opinions are her own.

Nvidia's highly anticipated earnings report put the attention squarely back on the tech sector's blistering momentum as investors queried whether hyperscalers and the 'picks-and-shovels' of the AI build-out can meet soaring demand. The Opening Trade spoke to a range of leading market voices to get their analysis.

Luxury hospitality is proving resilient despite geopolitical risk, fuel shortages and market volatility. This segment examines how travel demand is shifting within Asia, with domestic and regional travel supporting occupancy and pricing. Benjamin Vuchot, CEO of The Hongkong and Shanghai Hotels, speaks with Haslinda Amin from the JPMorgan Global China Summit in Shanghai to discuss demand trends, operational challenges and the group's strategic priorities.

Insilico Medicine Founder & CEO Alex Zhavoronkov discusses how his company aims to apply artificial intelligence to revolutionize drug discovery and longevity research. He speaks with Haslinda Amin from the sidelines of 'JPMorgan Global China Summit' in Shanghai.

Rising investment in artificial intelligence is reshaping demand for semiconductors, with memory, CPUs and GPUs all seeing sustained growth. This segment examines how AI-driven capex is supporting companies across Asia's tech supply chain. Jonathan Curtis, Portfolio Manager at Franklin Templeton, speaks with Haslinda Amin from the JPMorgan Global China Summit in Shanghai to share his outlook on AI, memory markets and global equities.

Regulators in Hong Kong and Singapore are said to have sought clarity from Standard Chartered following CEO Bill Winters' "lower-value human capital" comments. Bloomberg's Avril Hong reports.