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

On today's podcast:

(1) Global AI stocks rallied, with Taiwanese shares returning to a record high, as early signs of success for Meta Platforms Inc.’s personal agent revived optimism over demand for chips.

(2) The UK has agreed to support Saudi Arabia’s military in countering the Houthis, as the kingdom comes under frequent attack from the Iran-backed militants.

(3) French President Emmanuel Macron said he discussed the idea of a moratorium on deep strikes against energy assets between Ukraine and Russia at a meeting with Donald Trump in New York.

(4) The UK has agreed to support Saudi Arabia’s military in countering the Houthis, as the kingdom comes under frequent attack from the Iran-backed militants.

(5) China and the EU should find a way to avoid a confrontation over trade, Foreign Minister Wang Yi said — comments that come as a deadline to find solutions to the two sides’ differences approaches.

(6) During the Cold War, the Soviet Union’s smallest republic was an electronics and tech center for the Communist superpower. Now Armenia is on track to become one of the world’s top hubs for American AI infrastructure.

Podcast Conversation: UN Scrambles to Avoid a Repeat of Trump’s 2025 Escalator Snafu

Your morning briefing. All the news you need to start your day. On today's podcast: (1) Global AI stocks rallied, with Taiwanese shares returning to a record high, as early signs of success for Meta Platforms Inc.&rsquo;s personal agent revived optimism over demand for chips. (2) The UK has agreed to support Saudi Arabia&rsquo;s military in countering the Houthis, as the kingdom comes under frequent attack from the Iran-backed militants. (3) French President Emmanuel Macron said he discussed the idea of a moratorium on deep strikes against energy assets between Ukraine and Russia at a meeting with Donald Trump in New York. (4) The UK has agreed to support Saudi Arabia&rsquo;s military in countering the Houthis, as the kingdom comes under frequent attack from the Iran-backed militants. (5) China and the EU should find a way to avoid a confrontation over trade, Foreign Minister Wang Yi said &mdash; comments that come as a deadline to find solutions to the two sides&rsquo; differences approaches. (6) During the Cold War, the Soviet Union&rsquo;s smallest republic was an electronics and tech center for the Communist superpower. Now Armenia is on track to become one of the world&rsquo;s top hubs for American AI infrastructure. Podcast Conversation: <a href="https://www.bloomberg.com/news/articles/2026-09-21/un-scrambles-to-avoid-a-repeat-of-trump-s-2025-escalator-snafu" data-destination="https://www.bloomberg.com/news/articles/2026-09-21/un-scrambles-to-avoid-a-repeat-of-trump-s-2025-escalator-snafu">UN Scrambles to Avoid a Repeat of Trump&rsquo;s 2025 Escalator Snafu</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 Trade Roars Back, UK Aids Saudi Defence, Wars Dominate UN Meeting

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9c9ee352-c9e9-4b57-91c7-b4cd005d42e7/transcript