On today's episode, we break down earnings from Nvidia amid concerns about slowing spending on AI technology and the potential impact of US tariffs. We speak with Angelo Zino, Vice President of Equity Research at CFRA. Plus - a look at how Chinese tech stocks are offering investors an alternative to the Magnificent Seven. Shuli Ren, Bloomberg Opinion Columnist, joins us from Hong Kong.

On today's episode, we break down earnings from Nvidia amid concerns about slowing spending on AI technology and the potential impact of US tariffs. We speak with Angelo Zino, Vice President of Equity Research at CFRA. Plus - a look at how Chinese tech stocks are offering investors an alternative to the Magnificent Seven. Shuli Ren, Bloomberg Opinion Columnist, joins us from Hong Kong.

Listen for business and finance news centered in the Asia-Pacific region. 

Host Doug Krizner brings you insight and analysis on the day's top stories from China, India, Japan, Korea, Hong Kong, Singapore, Australia and more.

Listen for business and finance news centered in the Asia-Pacific region. Host Doug Krizner brings you insight and analysis on the day's top stories from China, India, Japan, Korea, Hong Kong, Singapore, Australia and more.

Join Bloomberg Daybreak Asia for business and finance news centered in the Asia-Pacific region, along with insight and analysis on the day's top stories in global markets.

Bloomberg Daybreak: Asia Edition

Nvidia Earnings Underwhelm Amid Global AI Build-Out

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2c57712b-c5dd-45f5-8d61-b2910030466c/transcript

Business and finance news from the Asia-Pacific.

Asian equities fell and oil rose to its highest level since August as escalating tensions in Iran weighed on sentiment. We get perspective from Paul Dobson, Bloomberg's Executive Editor for Asia Markets.

Plus - The US military is stationing a vast array of forces in the Middle East, including two aircraft carriers, fighter jets and refueling tankers, with President Donald Trump saying that Iran had 10 to 15 days at most to strike a deal over its nuclear program. We heard from Barbara Slavin, Distinguished Fellow at the Stimson Center. She spoke to Bloomberg's Shery Ahn and Avril Hong.

Business and finance news from the Asia-Pacific.
Asian equities fell and oil rose to its highest level since August as escalating tensions in Iran weighed on sentiment. We get perspective from Paul Dobson, Bloomberg's Executive Editor for Asia Markets.
Plus - The US military is stationing a vast array of forces in the Middle East, including two aircraft carriers, fighter jets and refueling tankers, with President Donald Trump saying that Iran had 10 to 15 days at most to strike a deal over its nuclear program. We heard from Barbara Slavin, Distinguished Fellow at the Stimson Center. She spoke to Bloomberg's Shery Ahn and Avril Hong.

US-Iran Risks Hit Markets, Trump: Iran Has Just Days to Deal

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ce70b250-bc5c-431e-a11d-b3f7001f0166/transcript

Sanae Takaichi was reappointed as Japan's Prime Minister following her resounding electoral win, a formality that allows her to turn her attention to expediting passage of the annual budget and implementing a trade deal agreed with US President Donald Trump.

Shifting drinking patterns and rising health concerns are leading to a long term decline in alcohol consumption worldwide. Many liquor companies are being forced to diversify. Kirin is no exception. It is a Japanese beer company. The company is diversifying and making a full scale push into health sciences to help drive growth. We heard from Toru Yoshimura, Senior Executive Officer at Kirin. He spoke to Bloomberg's Shery Ahn and Avril Hong.

Plus - A rebound in stocks gained traction amid easing jitters around artificial-intelligence disruption while a slew of data showed the US economy is holding up. We spoke to Tim Pagliara, Chief Investment Officer, CapWealth.

Sanae Takaichi was reappointed as Japan's Prime Minister following her resounding electoral win, a formality that allows her to turn her attention to expediting passage of the annual budget and implementing a trade deal agreed with US President Donald Trump.
Shifting drinking patterns and rising health concerns are leading to a long term decline in alcohol consumption worldwide. Many liquor companies are being forced to diversify. Kirin is no exception. It is a Japanese beer company. The company is diversifying and making a full scale push into health sciences to help drive growth. We heard from Toru Yoshimura, Senior Executive Officer at Kirin. He spoke to Bloomberg's Shery Ahn and Avril Hong.
Plus - A rebound in stocks gained traction amid easing jitters around artificial-intelligence disruption while a slew of data showed the US economy is holding up. We spoke to Tim Pagliara, Chief Investment Officer, CapWealth.

Japan's Takaichi Formally Elected PM, Stocks Get Tech Boost

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ef5847a4-72aa-40cd-99a5-b3f6002c070b/transcript

Japan plans to invest $36 billion in US oil, gas and critical mineral projects, the first tranche of its $550 billion commitment under the trade agreement it struck with President Donald Trump.  "Our MASSIVE Trade Deal with Japan has just launched!" Trump posted Tuesday on social media. "The scale of these projects are so large, and could not be done without one very special word, TARIFFS." The most significant investment is a natural gas facility in Ohio that's expected to generate 9.2 gigawatts of power, according to a statement from Commerce Secretary Howard Lutnick, a massive project which Trump described as "the largest in History." We spoke to Isabel Reynolds, Bloomberg's Tokyo Bureau Chief.

Plus - Traders struggling to assess the outlook for artificial intelligence whipsawed stocks in another volatile session on Wall Street. We spoke to Jed Ellerbroek, Portfolio Manager at Argent Capital Management.

Japan plans to invest $36 billion in US oil, gas and critical mineral projects, the first tranche of its $550 billion commitment under the trade agreement it struck with President Donald Trump. &nbsp;"Our MASSIVE Trade Deal with Japan has just launched!" Trump posted Tuesday on social media. "The scale of these projects are so large, and could not be done without one very special word, TARIFFS." The most significant investment is a natural gas facility in Ohio that's expected to generate 9.2 gigawatts of power, according to a statement from Commerce Secretary Howard Lutnick, a massive project which Trump described as "the largest in History." We spoke to Isabel Reynolds, Bloomberg's Tokyo Bureau Chief.
Plus - Traders struggling to assess the outlook for artificial intelligence whipsawed stocks in another volatile session on Wall Street. We spoke to Jed Ellerbroek, Portfolio Manager at Argent Capital Management.

US-Japan Trade Deal Details, AI Anxiety Lingers

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7503b4fe-9c21-45b3-8e07-b3f5001b5c01/transcript

Nvidia Earnings Underwhelm Amid Global AI Build-Out

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