Stocks Rebound on Strong SpaceX Results; AI Bubble Dispute; Tech Earnings on Deck
US equity futures rise as SpaceX’s quarterly earnings and Elon Musk’s remarks on a potential SpaceX-Tesla merger boost investor confidence. Citadel’s Ken Griffin warns that investors are “almost certainly” in an AI bubble, while Deutsche Bank’s Christian Sewing says he doesn’t see one. Jensen Huang speaks at the Nvidia GTC event in Berlin. Tesla, Meta, and IBM are set to report earnings. Kallum Pickering of Peel Hunt joins “Bloomberg Brief” on the risks around debt-financed growth. Bernard Mensah, President of Bank of America International joins Bloomberg’s Francine Lacqua for an exclusive conversation at the Berlin Global Dialogue.
Chapters:
00:00:00 – Bloomberg Brief
00:00:45 – Global Markets and Tech Earnings
00:04:47 – SpaceX, Netflix and United Earnings
00:06:52 – SpaceX Tesla Merger
00:09:53 – SpaceX Earnings and Anthropic
00:12:04 – Ken Griffin on the AI Bubble
00:15:09 – UK Inflation and Data Center IPO
00:16:19 – Marco Rubio on Ukraine
00:18:28 – Midterm Election Lawsuit
00:19:55 – US Mexico Trade Tensions
00:25:03 – Kallum Pickering, Peel Hunt Chief Economist
00:33:32 – Bernard Mensah, Bank of America President of International
00:43:01 – Earnings and Markets Ahead
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