Your morning briefing. All the news you need to start your day.

On today's podcast:

(1) Stocks rose to a record as investors doubled down on the artificial intelligence trade that’s powered equities to all-time highs. Oil climbed as a US-Iran ceasefire deal remained elusive.


(2) The US and Iran traded messages over the weekend seeking changes to a draft agreement that would extend a ceasefire and open the Strait of Hormuz, but it was unclear whether the sides were making much progress.

(3) Europe is rushing to rearm but needs time and clarity from the US to do so, Germany’s Chief of Defense Carsten Breuer said in an interview with Bloomberg TV on the sidelines of the Shangri-La Dialogue defense conference.

(4) Andy Burnham, the Greater Manchester mayor who wants to replace Keir Starmer as UK prime minister this summer, has left open the possibility that he could call an early general election if he wins power.

(5) Congo’s Ebola outbreak is being detected across a widening swath of the country’s conflict-hit east as health authorities struggle to trace exposed contacts and determine the true scale of the epidemic.

Podcast Conversation: Hands Are Physical AI's Anti-Hype Test: Catherine Thorbecke

Your morning briefing. All the news you need to start your day. On today's podcast: (1) Stocks rose to a record as investors doubled down on the artificial intelligence trade that&rsquo;s powered equities to all-time highs. Oil climbed as a US-Iran ceasefire deal remained elusive.
 (2) The US and Iran traded messages over the weekend seeking changes to a draft agreement that would extend a ceasefire and open the Strait of Hormuz, but it was unclear whether the sides were making much progress. (3) Europe is rushing to rearm but needs time and clarity from the US to do so, Germany&rsquo;s Chief of Defense Carsten Breuer said in an interview with Bloomberg TV on the sidelines of the Shangri-La Dialogue defense conference. (4) Andy Burnham, the Greater Manchester mayor who wants to replace Keir Starmer as UK prime minister this summer, has left open the possibility that he could call an early general election if he wins power. (5) Congo&rsquo;s Ebola outbreak is being detected across a widening swath of the country&rsquo;s conflict-hit east as health authorities struggle to trace exposed contacts and determine the true scale of the epidemic. Podcast Conversation: <a href="https://www.bloomberg.com/opinion/articles/2026-05-31/robotics-humanoid-hands-are-physical-ai-s-anti-hype-test" data-destination="https://www.bloomberg.com/opinion/articles/2026-05-31/robotics-humanoid-hands-are-physical-ai-s-anti-hype-test">Hands Are Physical AI's Anti-Hype Test: Catherine Thorbecke</a>

Bloomberg Daybreak Europe is the daily morning podcast that helps you understand the stories shaping Europe and the world before the day gets going.

Produced in the early hours each weekday, the show delivers fresh reporting, sharp analysis and clear context on politics, business and global markets by 7am London time. From decisions made in Brussels and London to developments across the global economy, Daybreak Europe connects the dots between power, policy and money.

Hosted by Stephen Carroll in Brussels and Caroline Hepker in London, and powered by Bloomberg’s global network of more than 3,000 journalists and analysts, the podcast goes beyond headlines to explain what is changing, why it matters and what could come next.

Trusted by professionals, business leaders and investors, but made for anyone curious about how economics and politics shape everyday life, Bloomberg Daybreak Europe is the essential way to start your morning informed and ahead.

Bloomberg Daybreak Europe is the daily morning podcast that helps you understand the stories shaping Europe and the world before the day gets going.
Produced in the early hours each weekday, the show delivers fresh reporting, sharp analysis and clear context on politics, business and global markets by 7am London time. From decisions made in Brussels and London to developments across the global economy, Daybreak Europe connects the dots between power, policy and money.
Hosted by Stephen Carroll in Brussels and Caroline Hepker in London, and powered by Bloomberg&rsquo;s global network of more than 3,000 journalists and analysts, the podcast goes beyond headlines to explain what is changing, why it matters and what could come next.
Trusted by professionals, business leaders and investors, but made for anyone curious about how economics and politics shape everyday life, Bloomberg Daybreak Europe&nbsp;is the essential way to start your morning informed and ahead.

Bloomberg Daybreak: Europe Edition

AI Powers Stock Records, Still No Iran Deal, Europe's Rush to Re-arm 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e7ce73c8-0f00-4256-a089-b45c005b1250/transcript