SpaceX Results Reignite AI Trade, Meta Results on Deck
US stock futures rose after strong results from SpaceX eased concerns over whether a global investment spree in artificial intelligence can prove sustainable.
Meta investors will be looking for any updates on the company’s artificial intelligence spending when it reports quarterly results on Wednesday after the market close. They’ll also be watching for signs that the company is making progress in offsetting those costs by monetizing its cloud business.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won’t find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie.
Chapters:
00:00:00 – The Opening Trade Begins
00:01:23 – The Agenda: Markets, SpaceX Earnings & AI Trade
00:03:43 – AI Stocks Rally & Jensen Huang in Berlin
00:06:12 – Breaking News: UK Inflation Comes in Hot
00:08:37 – What to Watch
00:10:22 – BlackRock CEO Larry Fink on Rates, Deficits & AI, BlackRock’s Long-Term Investment Outlook How AI Could Transform Work & Retirement
00:21:25 – Need to Know: Netflix, Italy & European Market Headlines
00:25:23 – Black Forests Lab CEO Robin Rombach on Generative & Physical AI
00:33:59 – StoneX’s Kathryn Ronney Vera on AI Spending, High Rates & the US Economy, AI’s Impact on Inflation
00:41:52 – Stocks to Watch: EssilorLuxottica, Adidas & Carrefour
00:46:19 – European Markets Open
00:50:57 – Federated Hermes’ Steven Chiavarone on Is the AI Trade a Bubble, US Midterms, AI Policy & Deficit Risks,
00:59:43 – European Tech & French Stocks
01:02:50 – Carrefour Hit by French Unrest
01:04:54 – French Riots, Elections & Market Risk
01:08:35 – EssilorLuxottica Earnings & AI Glasses
01:13:45 – Need to Know
01:14:55 – Silicon Data CEO & Founder Carmen Li on GPU & Token Pricing
01:23:36 – Tech Earnings & AI Financing Risks, UK Inflation & Bank of England Outlook
01:27:33 – Octopus Energy CEO Greg Jackson on UK Gas & Energy Policy, Britain’s Grid Bottleneck
01:34:21 – UK Budget Preview & Closing Markets
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