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

On today's podcast:

(1) SpaceX’s stock fell after it disclosed higher-than-expected spending on its artificial intelligence business, overshadowing an inaugural quarterly report that broadly surpassed Wall Street forecasts.

(2) Advanced Micro Devices Inc. tumbled in late trading after giving an underwhelming sales outlook, a sign shareholders expected more of a return from the global expansion of AI data centers.

(3) Artificial intelligence models developed by OpenAI and Anthropic PBC carried out “unsanctioned” actions — including hacking a website and attempting to inject harmful code into software during safety testing — reinforcing fears that neither the creators nor seasoned researchers of these systems can predict their actions in testing.

(4) President Donald Trump discussed efforts to de-escalate US-Iran tensions with Qatar’s Emir Sheikh Tamim Bin Hamad Al-Thani in a call Tuesday, according to the Gulf state’s government. A White House official confirmed the call, but didn’t offer additional details.

(5) Former senior officials from the UK, France, Germany and Russia met in Vienna last month to explore potential conditions for peace talks to end Moscow’s war on Ukraine, according to people familiar with the matter.

Podcast Conversation: ‘Refrigerator for Humans’ in Japan Offers Summer Scorcher Relief

Your morning briefing. All the news you need to start your day. On today's podcast: (1) SpaceX&rsquo;s stock fell after it disclosed higher-than-expected spending on its artificial intelligence business, overshadowing an inaugural quarterly report that broadly surpassed Wall Street forecasts. (2) Advanced Micro Devices Inc. tumbled in late trading after giving an underwhelming sales outlook, a sign shareholders expected more of a return from the global expansion of AI data centers. (3) Artificial intelligence models developed by OpenAI and Anthropic PBC carried out &ldquo;unsanctioned&rdquo; actions &mdash; including hacking a website and attempting to inject harmful code into software during safety testing &mdash; reinforcing fears that neither the creators nor seasoned researchers of these systems can predict their actions in testing. (4) President Donald Trump discussed efforts to de-escalate US-Iran tensions with Qatar&rsquo;s Emir Sheikh Tamim Bin Hamad Al-Thani in a call Tuesday, according to the Gulf state&rsquo;s government. A White House official confirmed the call, but didn&rsquo;t offer additional details. (5) Former senior officials from the UK, France, Germany and Russia met in Vienna last month to explore potential conditions for peace talks to end Moscow&rsquo;s war on Ukraine, according to people familiar with the matter. Podcast Conversation: <a href="https://www.bloomberg.com/news/articles/2026-08-04/japan-human-sized-refrigerator-cooling-booth-sees-demand-as-heat-waves-intensify" data-destination="https://www.bloomberg.com/news/articles/2026-08-04/japan-human-sized-refrigerator-cooling-booth-sees-demand-as-heat-waves-intensify">&lsquo;Refrigerator for Humans&rsquo; in Japan Offers Summer Scorcher Relief</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

SpaceX Spooks Investors, Secret Ukraine War Talks, Nuclear Reactors Run Dry

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/fa67f92d-3412-46e7-a8db-b49d006076be/transcript