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

On today's podcast:

(1) Nvidia, the chipmaker at the heart of the artificial intelligence boom, gave a bullish sales outlook for fiscal 2028, easing concerns that AI spending is poised to lose momentum.

(2) Iran’s military said it reached a revenue-sharing agreement with Oman on the Strait of Hormuz, as Tehran and Washington’s standoff over control of the crucial waterway continues.

(3) Russia is preparing to escalate attacks on Ukraine after concluding that negotiations for a peace deal have reached a dead end, according to three people close to the Kremlin.

(4) Meta said it agreed to pay up to $18 billion in landmark settlements to resolve social media claims from US states that would require the company to make major changes to how it operates platforms like Facebook and Instagram.

(5) A Barclays survey has found that this year’s heat waves measurably impacted the investment plans of businesses and conduct of consumers in the UK.

(6) As many as 230,000 adults in two districts of Malawi are each receiving about 1.2 million kwacha, or almost $700, and they can do whatever they want with it.

Podcast Conversation: As Data Centers Hum and Whine, Acousticians Are in High Demand

Your morning briefing. All the news you need to start your day. On today's podcast: (1) Nvidia, the chipmaker at the heart of the artificial intelligence boom, gave a bullish sales outlook for fiscal 2028, easing concerns that AI spending is poised to lose momentum. (2) Iran&rsquo;s military said it reached a revenue-sharing agreement with Oman on the Strait of Hormuz, as Tehran and Washington&rsquo;s standoff over control of the crucial waterway continues. (3) Russia is preparing to escalate attacks on Ukraine after concluding that negotiations for a peace deal have reached a dead end, according to three people close to the Kremlin. (4) Meta said it agreed to pay up to $18 billion in landmark settlements to resolve social media claims from US states that would require the company to make major changes to how it operates platforms like Facebook and Instagram. (5) A Barclays survey has found that this year&rsquo;s heat waves measurably impacted the investment plans of businesses and conduct of consumers in the UK. (6) As many as 230,000 adults in two districts of Malawi are each receiving about 1.2 million kwacha, or almost $700, and they can do whatever they want with it. Podcast Conversation: <a data-destination="bb:NSN TKDFS5KGCTGM">As Data Centers Hum and Whine, Acousticians Are in High Demand</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

Nvidia Reignites AI Rally, Iran-Oman Hormuz Deal, The Free Money Test

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6e793bee-1051-4107-a5a0-b4b300620cce/transcript