The AI Trade Has Evolved Beyond Nvidia: 3-Minutes MLIV
Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."
Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."
London Stock Exchange Group Plc Chief Executive Officer David Schwimmer discusses the group's plans to buy back £3 billion ($4.1 billion) of its own shares. Speaking on Bloomberg Television, Schwimmer says £3 billion is "the biggest buyback" the LSEG has ever announced.
Karen Ward, JPMorgan Asset Management's EMEA chief market strategist, discusses the market's reaction following the so-called "AI scare trade." She says investors are "absolutely right" to be picking into the story and the idea of "price to perfection." Speaking on Bloomberg Television, Ward adds the rotation "still has a lot further to go" within the US market.
World Health Organization Chief Tedros Adhanom Ghebreyesus speaks to Bloomberg's Mishal Husain about the US stance on mRNA vaccine research funding. "I hope they will reconsider," he says on The Mishal Husain Show. He also talks about his relationship with US Health Secretary Robert F. Kennedy Jr., saying they "continue to speak to each other."
Broadcast media advertising giant GTN's (ASX:GTN) revenue for first half of FY26 hit $82.5 million, while adjusted EBITDA landed at $5.8 million.
Addressing one of his biggest audiences at perhaps the lowest moment of his second term, President Donald Trump returned again and again in his State of the Union speech to the same message on the economy: Everything is going great. A resolute Trump was determined to will Americans into a better economic mood, seeking to paint over the affordability concerns at the center of upcoming midterm elections with statistics and self-congratulation. "Inflation is plummeting. Incomes are rising fast. The roaring economy is roaring like never before," Trump boasted early in the nearly two-hour speech. Bloomberg Opinion Senior Executive Editor Tim O'Brien joins Stephen Carroll and Lizzy Burden on Daybreak Europe Radio with his thoughts.
Shaver Shop Group (ASX:SSG) reported a 2.2% increase in total sales in H1 FY26, reaching $128.6 million for the period ended Dec. 31, 2025.
Indian Prime Minister Narendra Modi announced a strengthening of defense, trade and counter-terrorism ties with Israel during a rare visit his first in nine years. Defense relations between the nations are an "important pillar" of the partnership, Modi said in an address to the Knesset, Israel's parliament, after arriving in Tel Aviv where he was met by Prime Minister Benjamin Netanyahu. Bloomberg's Dan Williams reports.
Strike Energy (ASX:STX) generated $36 million in sales revenue from its Walyering operations in H1 FY26, producing 3.8 PJe of gas.
Alex Barnes, Greater China Co-CEO at JLL, expects Hong Kong residential prices to rise by around 5% in 2026, thanks to the financial hub's economic recovery. He also discusses the outlook for the luxury market on Bloomberg's The China Show.
Airtasker (ASX:ART) has reported financial milestones for the first half of the 2026 fiscal year, delivering a positive operating cash flow of $0.5 million.
Neurizon Therapeutics (ASX:NUZ) commenced dosing for NUZ-001 within the HEALEY ALS platform trial.