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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.

Brandon Cho, Co-founder and CEO of custom AI semiconductor designer, SemiFive, discusses the company's 137-percent year on year surge in revenue in its first earnings release since listing on the Kosdaq in December. The Seoul based company says AI demand has driven production bookings up to 74-percent in the first quarter alone. He speaks exclusively with Haidi Stroud Watts on "Bloomberg: The Asia Trade".

Mitsuya Kishida, CEO of Nidec, says the company's recent financial performance is being bolstered by its data-center business, despite quality control and accounting problems at the supplier of electric motors. He says 'regaining trust' with customers is the firm's first priority. He speaks with Shery Ahn on "Bloomberg: The Asia Trade".

Tripp Hornick, principal at Quince Street Strategy, said that the US allowed the mining and manufacturing of rare earth elements to be pushed overseas because investors felt it was too expensive and 'dirty' to back. Now, the US is facing the consequences of moving that supply chain process overseas, as the US and other world powers race to build a system that is not reliant on China for minerals that are key to national security.

Yann LeCun & JP Vert discuss artificial intelligence and LLMs, and how they can translate into the physical world in the future. The two talk about the new techniques and infrastructures that will need to be built, as well as where some of the physical AI components can be built. They speak with Roman Bostick on "The Close."

Gerber Kawasaki Wealth and Investment Management co-founder and CEO Ross Gerber sees a really exciting time for tech as space and AI converge. He speaks on "Bloomberg The Close."